Investors / stance tracking

What Lisa Shalett is saying

CIO, Morgan Stanley Wealth Management

10 dated public stances tracked since 2026-08-01, most recently 2026-09-24. 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 Lisa Shalett'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. Lisa Shalett is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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tracked stances

themes

side flips

2026-09-24

last heard

Points Score -0.4 · 1/3 names green at 90 days · how it’s scored

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
2026-08-01	SEMIS	bullish	-4.2%	—	—
2026-08-01	HOUSING	owns	-4.5%	—	—
2026-08-01	HEALTHCARE	bullish	+14.4%	—	—

Most-argued themes

Theme	Stances	Mix	Last
Ai Infra	1	1 bullish	2026-08-01
CONSUMER STAPLES	1	1 bullish	2026-08-01
FINANCIALS	1	1 bullish	2026-08-01
HEALTHCARE	1	1 bullish	2026-08-01
HOUSING	1	1 bullish	2026-08-01
REITS	1	1 bullish	2026-08-01

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2026-09-24 USTS bullish Bloomberg Surveillance · video

Nominal yields above 5% are very solid value as the vast majority of this year's rate repricing reflects the neutral-rate/real component rather than fiscal concerns, with debt sustainability not yet priced in — creating an asymmetric entry for patient buyers

“Nominal yields over 5% are very solid at this point”

Bloomberg Surveillance 9/24/2026

2026-09-24 SPX bullish Bloomberg Surveillance · video

Multiples have already contracted 3.5 turns on top of 30% earnings growth, making the market rational rather than exuberant; earnings power is visible for the next 6-9 months and the election will serve as a cathartic clearing event

“The market's up 12% on earnings that are up 30. That is not an excessively exuberant market”

Bloomberg Surveillance 9/24/2026

2026-09-24 TECH/AI SECTOR bullish Bloomberg Surveillance · video

Rate hikes will clip cyclicals, small caps, and housing but not AI/tech, which has secular earnings power independent of the economic cycle — so the bull market narrows back to tech leadership as the broadening trade reverses

“We know at the end of the day this entire bull market is an AI tech story”

Bloomberg Surveillance 9/24/2026

2026-08-01 Ai Infra bullish Fox Barron's Roundtable (playlist) · video

Post-capitulation selling has rung out the excess momentum trade in hyperscalers, creating a re-entry opportunity as investors now differentiate on ROI rather than narrative

“a handful of hyper scalars … that have come down”