Investors / stance tracking
What Jon Hirtle is saying
FollowFollowingUnfollowFounder & Executive Chairman, Hirtle & Co.
3 dated public stances tracked since 2026-10-15, most recently 2026-10-15. 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 Jon Hirtle'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. Jon Hirtle is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2026-10-15
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| European Equities | 1 | 1 bullish | 2026-10-15 | |
| HOUSING | 1 | 1 bullish | 2026-10-15 | |
| Long Dur Treasuries | 1 | 1 bullish | 2026-10-15 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-15
Long Dur Treasuries
bullish
Bloomberg The Close · video
A ~3% real yield on the 10-year Treasury (at ~5.3% nominal) is a compelling standalone investment that also provides genuine diversification against a concentrated AI-trade equity portfolio.
“When you have a chance to own a 3% real yield in a 10-year Treasury, that is an attractive element to the portfolio”
Stocks Rotate as Tech & Chip Shares Slide
2026-10-15
European Equities
bullish
Bloomberg The Close · video
European equities screen as attractively valued on price-to-cash-flow metrics relative to the AI-heavy US market, offering both value and diversification from concentration risk.
“If you look at any kind of attractive price to cash flow look, Europe continues to look attractive”
Stocks Rotate as Tech & Chip Shares Slide
Rate-sensitive homebuilder stocks have been out of favor and stand to benefit from falling Treasury yields while providing meaningful diversification away from the crowded AI trade.
“We own some stocks away from the AI trades like rates and homebuilders that have been out of favor”
Stocks Rotate as Tech & Chip Shares Slide
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