Michael Ball
speaker
39 appearances
7 recordings
1 series
first heard Jan 2026
last heard 25 Aug
Michael Ball’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jun 2026 with 3.
Appearances
People got ahead of themselves.
I mean, they're really YOLO cowboys over there.
They're totally leveraged up.
They're chasing after two names.
They got a fundamental story that makes sense.
And funny enough, the valuations aren't quite as crazy as you'd think, given the price moves.
But overall, when it's built on this much leverage, this much option buying, it has to eventually correct because the implied vol or how much you need to get basically compensated by is just unreachable.
Bloomberg News Now · Stocks Decline on US-Iran Risks, Former Prince Andrew, More · 19 Feb 2026
podcast
The market's kind of mulling everything over.
It's not seeing a clear picture on the AI angst for sure.
There hasn't been any new developments there to put that to rest.
And on top of that, as you just said, the geopolitics are kind of weighing more and more every day as oil creeps higher.
Bloomberg News Now · Disney Names D'Amaro as Successor to Iger, Futures Rise, More · 3 Feb 2026
podcast
I think the markets got comfortable looking at a mosaic of data, especially for the labor market where we have a lot of touch points.
Obviously, the PMI yesterday was much stronger than expected.
And that gave some, you know, again, credence to this view that we are reaccelerating.
So, of course, it'll depend on how long the shutdown is.
But I think for now, this isn't going to be like a ball event where you're going to see a de-risking because we have a lack of this data on Friday.
Bloomberg News Now · Markets React to Warsh Fed Pick, DOJ Releases More Epstein Files · 30 Jan 2026
podcast
He says the Fed's guilty of mission creep, thinks they do too much, and he thinks Fed officials over-communicate.
He has praised Mickey Bowman and her deregulatory efforts, but is willing to give up bank regulation, at least most of it, if he becomes Fed chair.
And that may be what appeals to the president.
Showing 21–39 of 39 · page 2 of 2
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