Investors / stance tracking
What Maria Waitman is saying
FollowFollowingUnfollowState Street Global Markets (as introduced, Oct 2026)
3 dated public stances tracked since 2026-10-29, most recently 2026-10-29. 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 Maria Waitman'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. Maria Waitman 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
2026-10-29
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| European Equities | 1 | 1 bearish | 2026-10-29 | |
| PROFITABLE TECHNOLOGY COMPANIES | 1 | 1 bullish | 2026-10-29 | |
| USTS | 1 | 1 neutral | 2026-10-29 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-29
European Equities
bearish
Bloomberg TV (uncut) · uncut_tv
European earnings are not growing fast enough, leaving investors unwilling to allocate capital to the region despite seeking alternatives to crowded US stocks.
“It's not Europe, definitely.”
Bloomberg TV uncut 2026-10-29 08:59 ET (30 min)
Sustained deterioration in investor appetite should keep European bonds under pressure rather than attract buyers on weakness.
“We don't see investors kind of trying to step in and buy the weakness.”
Bloomberg TV uncut 2026-10-29 08:59 ET (30 min)
2026-10-29
PROFITABLE TECHNOLOGY COMPANIES
bullish
Bloomberg TV (uncut) · uncut_tv
Persistently high rates favor selective technology companies with superior earnings, margins, and profits that can withstand pressure on consumers.
“You try to go to companies where they're still able to maintain higher margins, higher profits.”
Bloomberg TV uncut 2026-10-29 08:59 ET (30 min)
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