Investors / stance tracking
What Priya Misra is saying
FollowFollowingUnfollowPortfolio manager, J.P. Morgan Asset Management
4 dated public stances tracked since 2026-09-15, most recently 2026-10-02. 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 Priya Misra'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. Priya Misra 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
2026-10-02
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| High Yield | 1 | 1 bullish | 2026-10-02 | |
| Investment Grade Credit | 1 | 1 bullish | 2026-09-15 | |
| Long Dur Treasuries | 1 | 1 bullish | 2026-09-15 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-02
High Yield
owns
Bloomberg Surveillance · video
The 40+ bps of HY spread widening is supply/technical not a fundamental deterioration—corporate balance sheets are solid, default rates low—so the sell-off is an entry opportunity in the higher-quality HY bucket.
“high quality high yield that's the sector that we've been liking it's 40 basis points wider we're starting to add to credit”
Sept. Jobs Report | Bloomberg Surveillance 10/02/2026
2026-09-15
long Ai Infra / short USTS
pair
Bloomberg The Close · video
Off-index data center secured deals offer superior risk/reward versus unsecured debt of the same hyperscaler issuers because secured structures carry better claim priority on a critical asset class
“a lot of the data center deals that are not in the index — we find better opportunities there”
US 10-Year Yield Rises to Highest Since '07, Trump Says AI Fears a 'Hoax'
2026-09-15
Investment Grade Credit
bullish
Bloomberg The Close · video
Company fundamentals are strong with unlevered balance sheets, and all-in yields of 6-7% are attracting significant demand inflows that are absorbing heavy supply, justifying tight spreads
“investment grade corporate, high quality high yield corporate, securitized credit — there's a lot of opportunities”
US 10-Year Yield Rises to Highest Since '07, Trump Says AI Fears a 'Hoax'
Said again: 2026-10-16 (Bloomberg TV (uncut))
2026-09-15
Long Dur Treasuries
bullish
Bloomberg The Close · video
Tightening financial conditions from rising real rates will eventually force markets to price in growth impact, and potential Treasury supply adjustment plus Fed credibility restoration could mark the end of the rate sell-off
“we may be nearing the end of the rate move”
US 10-Year Yield Rises to Highest Since '07, Trump Says AI Fears a 'Hoax'
Said again: 2026-10-02 (Bloomberg Surveillance)
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