SVP, Senior Portfolio Manager, Morgan Stanley Private Wealth Management
9 dated public stances tracked since 2026-03-30, most recently 2026-10-20. 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 Katerina Simonetti'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. Katerina Simonetti is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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.
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.
2026-10-20
Long Dur Treasuries
bullish
Bloomberg TV (uncut) · uncut_tv
10-year yields at 5.10% represent a multi-decade high not seen since the late 1990s–early 2000s, creating a rare opportunity for new money to lock in rates that may not persist
“I don't think that they fully realize just how special this environment is for new money coming in”
Bloomberg TV uncut 2026-10-20 11:29 ET (30 min)
2026-10-20
ENERGY
bullish
Bloomberg TV (uncut) · uncut_tv
AI spending is rotating from infrastructure providers to adopters, driving productivity and efficiency gains that should produce an unprecedented earnings uplift in these sectors by year-end
“sectors like financials and industrials and energy are positioned very well towards the year end”
Bloomberg TV uncut 2026-10-20 11:29 ET (30 min)
2026-09-25
US FINANCIALS
bullish
Bloomberg The Close · video
Higher rates expand bank net interest margins, capital markets activity is recovering after years of dormancy, and financials lead all S&P sectors in AI integration which expands profitability further
“financials are actually the highest AI integrators in um you know a number of sectors”
Markets Rise as AI, Oil & Treasury Yields Drive the Week
2026-09-25
USTS
bullish
Bloomberg The Close · video
Record demand for bonds combined with elevated rates lets investors lock in known positive returns — the rules of engagement are clear and the entry point is attractive
“when you buy high quality bonds at the higher rates, you know, we know the rules of engagement. That's a great opportunity”
Markets Rise as AI, Oil & Treasury Yields Drive the Week
2026-07-06
FINTECH AND HEALTH TECH EQUITIES
bullish
Bloomberg Television · video
AI has moved from buildout to implementation phase; fintech and health tech companies embedding AI into their core models are already generating historically unprecedented improvements in profitability and results, making them the primary beneficiaries of…
“fintech or the health tech — we're seeing the results that are reached in such short time frame that is historically unprecedented”
Chip Stocks Rally in AI Trade Revival | The Close 7/6/2026
2026-07-06
INDUSTRIALS
owns
Bloomberg Television · video
Earnings are broadening beyond mega-cap tech; these sectors will participate in the next phase of EPS expansion while also providing inflation protection, and current valuations are far more reasonable than concentrated Mag-7 positions.
“include the sectors like healthcare, industrials, materials in our portfolios in order to take advantage of the broadening of the earnings”
90d -8.1%
Chip Stocks Rally in AI Trade Revival | The Close 7/6/2026
2026-03-30
USTS
bullish
Bloomberg Open Interest · video
Higher rates create a buying opportunity for income-generating quality bonds, which also diversify over-concentrated Mag Seven portfolios and benefit if growth slows enough to force rate cuts.
90d +0.8% · 180d -4.1%
Markets Brace For Fallout | Open Interest 3/30/2026
2026-03-30
LARGE-CAP HEALTHCARE AND FINANCIALS
bullish
Bloomberg Open Interest · video
Healthcare and financials have the pricing power to outperform even if oil stays elevated and consumer demand weakens; the current dip is a major buying opportunity in high-quality names.
Markets Brace For Fallout | Open Interest 3/30/2026
2026-03-30
SEMICONDUCTORS / LARGE-CAP TECH
bearish
Bloomberg Open Interest · video
Semis and large-cap tech remain overvalued relative to competitive positioning in the AI race and face headwinds from slowing demand and elevated energy costs.
Markets Brace For Fallout | Open Interest 3/30/2026
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