Secretary of the Treasury, U.S. Department of the Treasury
Government official
7 dated public stances tracked since 2024-11-04, most recently 2026-10-28. 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 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. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
2026-10-28
US Q3 GDP GROWTH
bullish
CNBC (uncut) · uncut_tv
The US economy appears to be accelerating, supporting a strong third-quarter GDP reading above 3%.
“I think we're going to get a strong GDP number for the third quarter.”
CNBC uncut 2026-10-28 16:10 ET (5 min)
2026-10-28
AI-RELATED HIGH-YIELD DEBT
neutral
CNBC (uncut) · uncut_tv
Stress in AI-related junk debt is not systemically problematic because neocloud borrowers are a small part of the ecosystem, financing remains available, and some firms can issue equity instead.
“I don't think it's problematic at all because we're seeing that the neo-clouds are a small component of the overall ecosystem.”
CNBC uncut 2026-10-28 16:15 ET (5 min)
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
2024-11-04
GOLD
owns
Capital Allocators · video
Structural central bank reserve accumulation globally — including Poland announcing a target of 20% gold reserves — is driving a sustained demand tailwind that underpins a long-term bull market in gold
“I think we are in a long-term bull market in Gold... it's my biggest position”
90d +2.8% · 180d +21.4% · 1y +43.3%
Scott Bessent - Macro Maven (EP.415)
2024-11-04
CHINESE EQUITIES / CHINESE ECONOMY
bearish
Capital Allocators · video
Xi Jinping's Leninist ideology prevents the market-clearing mechanisms necessary for sustainable growth, so any policy stabilization moves are tactical rather than structural, leaving the economy without a durable recovery path
“he's a leninist so he's not going to allow a clearing function in the market that would allow for a sustainable Chinese economy”
Scott Bessent - Macro Maven (EP.415)
2024-11-04
JAPANESE EQUITIES
bullish
Capital Allocators · video
Japan has the structural conditions for a secular equity bull market — the reflationary policy framework established under Abe remains in place — though return to prime-ministerial instability is the principal risk to that thesis
“Japan I believe that this could be a secular bull market one of the few in the world”
Scott Bessent - Macro Maven (EP.415)
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