Investors / stance tracking
What Kevin Mon is saying
FollowFollowingUnfollowPresident & CIO, Hennion & Walsh Asset Management
4 dated public stances tracked since 2026-10-20, most recently 2026-11-03. 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 Kevin Mon'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. Kevin Mon is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
3
themes
0
side flips
2026-11-03
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Ai Infra | 1 | 1 bullish | 2026-11-03 | |
| Long Dur Treasuries | 1 | 1 bullish | 2026-10-20 | |
| PLTR | 1 | 1 bearish | 2026-11-03 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Palantir beat on revenues, earnings, and guidance with commercial revenue doubling, but the stock is overvalued at current levels — the drag is the price, not the business
“It's not a company issue, it's a stock valuation issue”
CNBC uncut 2026-11-03 05:50 ET (5 min)
Said again: 2026-11-03 (CNBC (uncut))
2026-11-03
Ai Infra
bullish
CNBC (uncut) · uncut_tv
Companies receiving AI infrastructure spending offer better risk-adjusted growth opportunities than the hyperscalers doing the capex, because the AI revolution is still in early stages and execution risk favors downstream beneficiaries
“look more so for the companies receiving all this spending as opposed to the companies doing all the spending”
CNBC uncut 2026-11-03 05:55 ET (5 min)
2026-10-20
long DEFENSE / long BA / long DEFENSE
basket
Fox Business (uncut) · uncut_tv
Aerospace and defense stocks fell over 12% in Q3, and history shows they are higher 100% of the time one year after such a drawdown with an average ~30% return, while multi-billion-dollar US and global government contracts continue to flow and valuations…
“I love aerospace and defense”
The Claman Countdown — 2026-10-20 (Fox Business, full episode, ads cut)
2026-10-20
Long Dur Treasuries
bullish
Fox Business (uncut) · uncut_tv
Bond market consensus forecasts imply 10- and 30-year yields are currently too high and will pull back by year-end, offering price appreciation on top of income yield for the first time in years
“you're going to get some good price appreciations right now”
The Claman Countdown — 2026-10-20 (Fox Business, full episode, ads cut)
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