The stances below are c8alpha's editorial distillation of Scott Bessent'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. Scott Bessent is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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.
2025-07-23
USTS
bullish
All-In Podcast · video
GENIUS Act stablecoin legislation requires backing in sub-90-day instruments, which Bessent believes will create several trillion dollars of new incremental demand for T-bills from global retail adoption of USD-backed stablecoins
“the passage of the genius legislation...I think that we could see several trillion dollars of demand for T bills”
90d +4.2% · 180d +2.9% · 1y +1.9%
Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
2025-07-23
USD
bullish
All-In Podcast · video
GENIUS Act cements USD as the global stablecoin standard, giving consumers in Nigeria, Qatar, and elsewhere a censorship-resistant dollar alternative to central bank digital currencies, driving large-scale adoption
“individuals on the street in Nigeria or Qatar are going to be using US-backed stable coins”
90d +3.2% · 180d +4.0% · 1y +9.1%
Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
2025-03-19
Long Dur Treasuries
bullish
All-In Podcast · video
If the three-legged policy stool succeeds — government spending cuts to ~3% deficit/GDP, financial deregulation, and cheap energy — inflation should fall and long rates should follow, with the 10-year at 4.28% already 'responding well'
“if we get government spending down, then rates inflation should come down, rates should come down”
90d -4.1% · 180d +1.1% · 1y +0.3%
The Shocking Truth About DC Spending & Corruption - Scott Bessent
2025-03-19
BANKS
bullish
All-In Podcast · video
Targeted deregulation — right-sizing capital requirements for small banks currently burdened by the same rules as GSIB megabanks — will unlock the institutions that supply 70% of US commercial real estate loans and 40% of small-business loans, ending what…
“small banks community banks they're 70% of [CRE] loans…Main Street's been stifled”
90d -1.7% · 180d +14.3% · 1y +10.9%
The Shocking Truth About DC Spending & Corruption - Scott Bessent
2025-03-19
USTS
bullish
All-In Podcast · video
Removing the Supplementary Leverage Ratio (SLR) binding constraint on bank balance sheets would free banks to buy Treasury bills, pulling T-bill yields down an estimated 30–70 basis points
“we might actually pull Treasury bill yields down by 30 to 70 basis points”
90d +0.5% · 180d +4.3% · 1y +4.7%
The Shocking Truth About DC Spending & Corruption - Scott Bessent
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