Investors / stance tracking
What Jean Boivin is saying
FollowFollowingUnfollowBlackRock (as introduced, Oct 2026)
3 dated public stances tracked since 2026-10-23, most recently 2026-10-23. 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 Jean Boivin'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. Jean Boivin 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
2026-10-23
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Long Dur Treasuries | 1 | 1 bullish | 2026-10-23 | |
| USTS | 1 | 1 bullish | 2026-10-23 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-23
long Long Dur Treasuries
pair
Bloomberg TV (uncut) · uncut_tv
AI build-out capex expectations face rising financing costs and societal headwinds that will slow the capital competition driving yields higher, making 5–5.5% 10-year yields look like fair value with attractive carry, while equities need downward…
“five, five, five on the ten year starting to look like fair value”
Bloomberg TV uncut 2026-10-23 07:00 ET (30 min)
Current rate levels make short-duration income across the fixed income universe broadly attractive with limited capital-loss risk regardless of further rate moves
“we're pretty bullish on the short term income story”
Bloomberg TV uncut 2026-10-23 07:00 ET (30 min)
2026-10-23
Long Dur Treasuries
bullish
Liz Ann Sonders (newest) · video
Reversed a 6-year bearish stance because 10-year yields at 5%+ are approaching fair value, AI buildout trajectory is more uncertain due to mounting financing headwinds and societal pushback, and the carry from that level is now attractive with limited upside…
“Since June 2020 we have been systematically negative on U.S. Treasuries duration... we've reassessed”
Bloomberg Surveillance 10/23/2026
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