Investors / stance tracking
What Olaolu Aganga is saying
FollowFollowingUnfollowHead of portfolio construction, Citi Wealth
3 dated public stances tracked since 2026-09-25, most recently 2026-09-25. 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 Olaolu Aganga'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. Olaolu Aganga is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
3
tracked stances
3
themes
0
side flips
2026-09-25
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| CYBERSECURITY | 1 | 1 bullish | 2026-09-25 | |
| Long Dur Treasuries | 1 | 1 bearish | 2026-09-25 | |
| SPX | 1 | 1 bullish | 2026-09-25 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
AI is a secular driver with productivity gains not yet realized, hyperscaler net leverage remains near zero at 0.13x, credit spreads are tight despite heavy debt issuance, and historically S&P returns ~11% even when rates exceed 5%
“we still think it has some legs”
Markets Rise as AI, Oil & Treasury Yields Drive the Week
2026-09-25
Long Dur Treasuries
bearish
Bloomberg The Close · video
Fed hiking path is intact with inflation still sticky, so duration exposure destroys value as rates rise — active risk should stay in equities not bonds, with only shorter-dated instruments acceptable
“no duration is not where we want to be. You don't want to own bonds as rates are going up, especially not longer-dated”
Markets Rise as AI, Oil & Treasury Yields Drive the Week
2026-09-25
CYBERSECURITY
bullish
Bloomberg The Close · video
AI is expanding the attack surface and elevating cybersecurity from an IT nice-to-have to a critical operational requirement, with hundreds of billions in capex incoming and the sector still in early innings
“cyber security we think is moving beyond a IT tech spend maybe nice to have to a critical need”
Markets Rise as AI, Oil & Treasury Yields Drive the Week
Idea Scout Weekly
Every Sunday: who said what across the tape we track — 1766 voices, 5,177 episodes and articles — with side-flips and points of disagreement called out. Free. How we track it.
Free · double opt-in · unsubscribe in one click