Investors / stance tracking
What Patrick Kennedy is saying
FollowFollowingUnfollowFounding partner, All Source Investment Management
6 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 Patrick Kennedy'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. Patrick Kennedy is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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6
tracked stances
6
themes
0
side flips
2026-10-29
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AI-ADAPTING ENTERPRISE SOFTWARE COMPANIES | 1 | 1 bullish | 2026-10-29 | |
| CALL-CENTER SUPPORT SOFTWARE COMPANIES | 1 | 1 bearish | 2026-10-29 | |
| CYBERSECURITY | 1 | 1 bullish | 2026-10-29 | |
| Private Credit | 1 | 1 neutral | 2026-10-29 | |
| QUALITY EQUITIES | 1 | 1 bullish | 2026-10-29 | |
| XBI | 1 | 1 bullish | 2026-10-29 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-29
Private Credit
neutral
Bloomberg TV (uncut) · uncut_tv
Late-cycle risks favor loans secured by hard assets that lenders can seize upon default over direct lending exposed to vulnerable software-company equity.
“We're preferring asset backed over direct lending and we're shifting to more asset backed loans right now.”
Bloomberg TV uncut 2026-10-29 09:59 ET (30 min)
2026-10-29
CYBERSECURITY
bullish
Bloomberg TV (uncut) · uncut_tv
AI-enabled hacking and proliferating critical vulnerabilities should create sustained demand for cybersecurity companies across public and private markets.
“We think that cybersecurity will have tremendous demand going forward.”
Bloomberg TV uncut 2026-10-29 09:59 ET (30 min)
Biotech should benefit from a technical breakout, AI-driven drug development, and an accelerating M&A cycle as large pharmaceutical companies replace patent-cliff revenue by acquiring growth.
“We stay long in that sector as well.”
Bloomberg TV uncut 2026-10-29 09:59 ET (30 min)
2026-10-29
AI-ADAPTING ENTERPRISE SOFTWARE COMPANIES
bullish
Bloomberg TV (uncut) · uncut_tv
Incumbent enterprise software providers that successfully integrate AI can win because Fortune 500 customers trust their deep organizational knowledge and cybersecurity familiarity.
“Any software company that adapts AI and uses it, we feel like can be a winner.”
Bloomberg TV uncut 2026-10-29 10:29 ET (30 min)
2026-10-29
CALL-CENTER SUPPORT SOFTWARE COMPANIES
bearish
Bloomberg TV (uncut) · uncut_tv
Human-like voice and visual AI models threaten software providers serving call centers by enabling substantial automation of customer-service interactions.
“Software companies that are supporting call centers and things like that, you should really be worried about right now.”
Bloomberg TV uncut 2026-10-29 10:29 ET (30 min)
2026-10-29
QUALITY EQUITIES
bullish
Bloomberg TV (uncut) · uncut_tv
Quality stocks should outperform into 2027 because earnings comparisons are becoming harder, valuations are priced for perfection, and interest rates are unlikely to decline soon.
“We want to go into 27 with a quality bias.”
Bloomberg TV uncut 2026-10-29 10:29 ET (30 min)
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