Investors / stance tracking
What Larry Adam is saying
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4 dated public stances tracked since 2026-08-18, most recently 2026-10-01. 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 Larry Adam'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. Larry Adam 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
2026-10-01
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Investment Grade Credit | 1 | 1 bullish | 2026-08-18 | |
| SPX | 1 | 1 bullish | 2026-10-01 | |
| TECHNOLOGY SECTOR / AI | 1 | 1 bullish | 2026-10-01 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-01
long SPX / short Small Caps
pair
Fox Claman Countdown · video
Prefer large caps over small caps because large-cap earnings growth is stronger, revisions are up ~15% vs down over 10% for small caps, and small caps have >50% of debt tied to short-term rates making them far more rate-sensitive in the current environment
“we prefer large caps over small caps for a few reasons”
This is IMPORTANT to recognize: Raymond James CIO
The US has the best economy and earnings profile in the developed world and remains the premier vehicle to access the AI-driven technology revolution, which is still early-stage
“I continue to like U.S. over the international markets”
This is IMPORTANT to recognize: Raymond James CIO
2026-10-01
TECHNOLOGY SECTOR / AI
bullish
Fox Claman Countdown · video
The AI revolution is still in its early stages and sustained capital inflows into the technology sector are expected to continue, providing a multi-year structural tailwind
“the technology sector is still in its early stages of this AI revolution”
This is IMPORTANT to recognize: Raymond James CIO
2026-08-18
Investment Grade Credit
bullish
Bloomberg Open Interest · video
Inflation will trend lower over the next 12 months and the economy will be challenged in H2, driving rates lower from today's elevated levels and making current yields in both government and corporate fixed income an attractive entry point
“I do think that these are very attractive yields where they are today”
Where Investors Can Hide From Shocks | Open Interest 8/18/2026
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