Investors / stance tracking
What Greg Peters is saying
FollowFollowingUnfollowCo-CIO, PGIM Fixed Income
3 dated public stances tracked since 2026-09-23, most recently 2026-10-27. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Greg Peters's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Greg Peters is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
2
themes
0
side flips
2026-10-27
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| IG | 1 | 1 bullish | 2026-10-27 | |
| USTS | 1 | 1 bearish | 2026-09-23 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-27
long USTS / short Long Dur Treasuries
pair
Bloomberg TV (uncut) · uncut_tv
Term premium, sticky inflation, and strong growth make the long end of the Treasury curve unattractive, while the belly offers value with better risk-adjusted carry
“I don't love the back end of the curve. The belly I still prefer.”
Bloomberg TV uncut 2026-10-27 07:30 ET (30 min)
2026-10-27
IG
bullish
Bloomberg TV (uncut) · uncut_tv
Record AI financing wave creates credit alpha for detail-oriented investors, with SPV structures offering superior risk-adjusted returns via waterfalls and guarantees versus unsecured hyperscaler bonds
“details matter and a lot of investors are going to get run over by this story”
Bloomberg TV uncut 2026-10-27 07:30 ET (30 min)
Investors are in a recency-bias post-GFC mindset underpricing persistent inflation, term premium, and the crowding-out effect from both AI capex issuance and sovereign supply that is only just beginning — 10-year yield of 5.5% is doable
“five and a half percent is infinitely doable”
Bloomberg Surveillance 9/23/2026
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