Investors / stance tracking
What Jason Bottenfield is saying
FollowFollowingUnfollowSteward Partners (as introduced, Oct 2026)
4 dated public stances tracked since 2026-10-26, most recently 2026-10-26. 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 Jason Bottenfield'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. Jason Bottenfield is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
4
themes
0
side flips
2026-10-26
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Ai Infra | 1 | 1 bullish | 2026-10-26 | |
| ENERGY | 1 | 1 bullish | 2026-10-26 | |
| MUNIS | 1 | 1 bullish | 2026-10-26 | |
| NEO-CLOUD / PERIPHERAL AI NAMES | 1 | 1 neutral | 2026-10-26 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-26
Ai Infra
bullish
Bloomberg TV (uncut) · uncut_tv
Massive data center buildout for AI in regions like Texas creates sustained demand for power infrastructure components like transformers, switchgear, and turbines as the more durable play versus volatile software-layer names
“the transformers, the switchgear, turbines, things like that, I think is where I'd want to be”
Bloomberg TV uncut 2026-10-26 10:00 ET (30 min)
Current combination of depressed bond prices and elevated yields produces a taxable-equivalent yield that is unusually attractive for high-income taxable investors
“munis is a real interesting place. I mean it's a real opportunity”
Bloomberg TV uncut 2026-10-26 10:00 ET (30 min)
Pipeline companies generate steady fee-based revenue regardless of commodity price swings, functioning like utility transmission lines, while still offering attractive yields and lower geopolitical-event sensitivity than refiners
“on the pipeline side you're just kind of clicking off revenues, it's kind of like transmission lines”
Bloomberg TV uncut 2026-10-26 10:00 ET (30 min)
2026-10-26
NEO-CLOUD / PERIPHERAL AI NAMES
neutral
Bloomberg TV (uncut) · uncut_tv
Peripheral AI plays and neo-cloud names have run up sharply and valuations warrant trimming back allocations, with better risk-adjusted exposure available in larger-cap AI names and the power infrastructure layer
“some of those kind of peripheral plays in the AI... we're trying to just be modest a little bit about those allocations”
Bloomberg TV uncut 2026-10-26 10:00 ET (30 min)
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