CIO, Portfolio Solutions Group, Morgan Stanley Investment Mgmt
3 dated public stances tracked since 2026-05-12, most recently 2026-08-10. 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 Jim Caron'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. Jim Caron is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-05-12 | Long Dur Treasuries | bearish | +2.3% | — | — |
| 2026-05-12 | ENERGY | bullish | +5.3% | — | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| ENERGY | 1 | | 1 bullish | 2026-05-12 |
| Long Dur Treasuries | 1 | | 1 bearish | 2026-05-12 |
| USTS | 1 | | 1 bearish | 2026-08-10 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-08-10
USTS
bearish
Bloomberg Surveillance · video
Passive fixed income has returned near zero over five years, now positively correlates with equity drawdowns rather than hedging them, making the 40% allocation in a 60/40 portfolio a return and diversification drag in a structurally higher-yield environment.
“passive investing in fixed income is what's hurting you”
Bloomberg Surveillance 8/10/2026
2026-05-12
ENERGY
bullish
Bloomberg The Close · video
Reindustrialization in the US and Europe requires natural resources and energy security, and the emerging great-powers framework being hammered out in US-China talks puts resource access at the center of the new global growth model
“If you want to reindustrialize in the US...you need natural resources, you need energy security, you need all those various things”
90d +5.3%
US Inflation Accelerates | The Close 5/12/2026
2026-05-12
Long Dur Treasuries
bearish
Bloomberg The Close · video
Underweighting duration is a better hedge relative to equities in a multi-asset portfolio because inflation uncertainty and elevated yields create persistent headwinds for long bonds
“We've perpetually kept our duration underweight because we thought that was a better hedge relative to equities”
90d +2.3%
US Inflation Accelerates | The Close 5/12/2026
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