CEOInterviews.AI
Start App
Try: AI strategy tariffs earnings guidance layoffs interest rates growth

John Mowrey

Chief Investment Officer, NFJ Investment Group

Search every verified John Mowrey interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. John Mowrey, Chief Investment Officer at NFJ Investment Group, appeared on Profit Markets in September and October 2026 to discuss market conditions. In September, he commented on rising global bond yields, stating that inflation is "the most insidious tax on the global population that's ever been invented" and a regressive tax. He attributed current debt concerns to a "regime shift" from an era when investors believed inflation was dead. In October appearances, Mowrey discussed market resilience despite high bond yields and oil prices. He noted that the S&P 500's forward earnings growth of nearly 38% has supported the market, and he expressed that the risk of not being invested outweighs some risks on the horizon. He also said he would be surprised if markets were not substantially higher by year-end, with caveats regarding the conflict in Iran and its potential impact on inflation. Mowrey highlighted concerns about companies more exposed to debt financing, such as Coreweave, given the 10-year Treasury yield above 5%.

Recent appearances

  • AI is NOT a BROAD trade: NFJ Investment Group CIO

    October 21, 2026 · 📺 Fox Business Clips

    NFJ Investment Group CIO John Mowrey joins ‘The Claman Countdown’ to analyze strong tech earnings, concerns over AI debt and his top stock picks. #fox #foxbusiness #media #breakingnews #us #usa #new #news #breaking #theclamancountdown #lizclaman #johnmowrey #mowrey #artificialintelligence #ai #technology #techstocks #stockmarket #stocks #investing #investmentstrategy #wallstreet #earnings #techearnings #marketanalysis #markettrends #aidebt #techsector #financialmarkets #stockpicks #marketoutlook #bigtech #investors #finance #marketnews Subscribe to Fox Business: https://bit.ly/2D9Cdse Watch…

    Watch on YouTube ↗

  • Why Wall Street Braced For Black Monday — Then Bought The Dip

    October 20, 2026 · 📺 Prof G Markets

    Ed Elson is joined by John Mowrey to break down why tech stocks rallied yesterday and where he still sees opportunities in the market. Then, Aaron Parnas joins to unpack why investors are convinced the Democrats will sweep the midterms and whether or not he thinks they actually will. Finally, Ed shares his take on You Can See Everything, Nathan Fielder’s documentary about Elizabeth Holmes. John Mowrey is the Chief Investment Officer at NFJ Investment Group. Aaron Parnas is the author of The Parnas Perspective Substack and co-host of Raging Perspective. Timestamps 00:00 - Intro 00:31 - Mark…

    Read the verified transcript → Watch on YouTube ↗

  • Why The S&P Just Hit A Record High — Despite Soaring Yields

    October 07, 2026 · 📺 Prof G Markets

    Ed Elson is joined by John Mowrey to unpack the market’s current dynamics and where he thinks stocks are headed next after notching fresh records. Then, Robert Armstrong returns to break down the state of the housing market, what it will take for conditions to improve, and whether now is the right time to buy a home. Finally, Ed shares his take on the closed Paramount and Warner Bros. Discovery deal. John Mowrey is the Chief Investment Officer at NFJ Investment Group. Robert Armstrong is the U.S. financial commentator for the Financial Times and author of the Unhedged newsletter. Timestamps…

    Read the verified transcript → Watch on YouTube ↗

  • Bonds Are Warning Of A Global Inflation Crisis

    September 03, 2026 · 📺 Prof G Markets

    Ed Elson is joined by John Mowrey to break down why bond yields have been rising and what it would mean for investors if they continue to increase. Then, Alex Heath returns to unpack his interview with Sam Altman. Finally, Ed shares his thoughts on why bond investors are fed up with the Trump administration. John Mowrey is the Chief Investment Officer at NFJ Investment Group. Alex Heath is the author of the Sources newsletter and host of the Sources podcast. Timestamps 00:00 - Intro 00:31 - Market Vitals 01:02 - Global Bond Selloff Continues (ft. John Mowrey) 15:05 - Ad Break 16:26 - Inside…

    Read the verified transcript → Watch on YouTube ↗

  • Amazon’s ‘FUNDAMENTALS’ continue to improve: NFJ Investment Group CIO

    August 22, 2026 · 📺 Fox Business Clips

    NFJ Investment Group CIO John Mowrey analyzes Amazon’s growth outlook and explains how AWS strengthens the company amid broader technology market volatility on ‘The Claman Countdown.’ #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #amazon #aws #amazonwebservices #technology #tech #cloudcomputing #ecommerce #investing #investment #markets #stocks #wallstreet #growth #marketvolatility #johnmowrey #mowrey #nfjinvestmentgroup Subscribe to Fox Business: https://bit.ly/2D9Cdse Watch more Fox Business Video: https://video.foxbusiness.com Watch Fox Business N…

    Watch on YouTube ↗

  • AI Buildout Driving 'Largest CapEx Cycle in Modern History,' Says John Mowrey

    April 30, 2026 · 📺 Bloomberg Podcasts

    A frenzied day of earnings reports offered a glimpse at how some of the world’s biggest tech companies are doing in artificial intelligence. The upshot: Alphabet Inc.’s Google is seeing a clear payoff from its AI spending, while Meta Platforms Inc. is lagging behind. John Mowrey, CIO at NFJ Investment Group, discusses the massive allocation to tech and why he's got his eye on capex spending -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET Saturday & Sunday 7am-10am ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X:   / bloombergradio   Subscribe to our Podcasts: B…

    Watch on YouTube ↗

  • The Ceasefire Is Cracking — What Markets Are Missing | Prof G Markets

    April 09, 2026 · 📺 The Prof G Pod – Scott Galloway

    Subscribe to the Prof G Markets Youtube Channel here:    / @profgmarkets   Find the full episode here:    • Markets Are Betting the Iran War Is Over —...   Ed Elson is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is heading, and what opportunities they see in the market. Robert Armstrong is a commentator for the Financial Times, author of the Unhedged Newsletter, and cohost of the Unhedged podcast. John Mowrey is the Chief Investment Officer of NFJ Investment Group. You can listen to the full episode on…

    Read the verified transcript → Watch on YouTube ↗

  • Markets Are Betting the Iran War Is Over — Is it?

    April 09, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is heading, and what opportunities they see in the market. Robert Armstrong is a commentator for the Financial Times, author of the Unhedged Newsletter, and cohost of the Unhedged podcast. John Mowrey is the Chief Investment Officer of NFJ Investment Group. Timestamps 00:00 - Today's Number 00:18 - Market Vitals 00:42 - Iran Panel (ft. Robert Armstrong & John Mowrey) 11:56 - Ad Break 14:51 - Iran Panel Continues 31:03 - Credits — Subscribe to the Pr…

    Read the verified transcript → Watch on YouTube ↗

  • Why So Bullish? Markets Cling to Iran Hopes | Prof G Markets

    April 02, 2026 · 📺 Prof G Markets

    Subscribe to the Prof G Markets Youtube Channel    / @profgmarkets   Ed Elson speaks with John Mowrey about the market’s optimism for an end to the Iran War. Then he is joined by Alex Heath to discuss OpenAI’s historic funding round. Finally, Ed gives his take on the news that a judge ordered Trump to stop building his ballroom. John Mowrey is the Chief Investment Officer, Portfolio Manager, and Equity Strategist at NFJ Investment Group. Alex Heath is the author of the Sources newsletter and co-host of the Access podcast. Timestamps 00:00 - New YouTube Channel Announcement 00:22 - Today's…

    Read the verified transcript → Watch on YouTube ↗

  • Don't think we have as big of a debt problem as people say, says NFJ Investment's John Mowrey

    June 05, 2025 · 📺 CNBC Television

    John Mowrey, NFJ Investment Group CIO and senior portfolio manager, joins 'Squawk Box' to discuss the latest market trends, state of the economy, impact of tariff uncertainty, the national debt, and more.

    Read the verified transcript → Watch on YouTube ↗

  • Things are ripe for further volatility, says NFJ Investment's John Mowrey

    March 18, 2025 · 📺 CNBC Television

    John Mowrey, NFJ Investment Group CIO and senior portfolio manager, joins 'Squawk Box' to discuss the latest market trends, what to make of the recent market volatility, semiconductor sell-off, investing in Chines equities, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Con…

    Watch on YouTube ↗

  • There's a lot lining up for a dark horse play for value stocks in 2025, says NFJ's John Mowrey

    January 29, 2025 · 📺 CNBC Television

    John Mowrey, NFJ Investment Group CIO and senior portfolio manager, joins 'Squawk Box' to discuss the latest market trends, valuations in the value sector, 2025 outlook, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http:/…

    Watch on YouTube ↗

Notable quotes

“I would be surprised if markets aren't substantially higher by year end. There's a couple caveats to that I would make. The first is that if the conflict in Iran continues to be drug out, that obviously is going to keep pressure on the inflation numbers. So, you were right. That is a definite concern. I think Trump's in a tight spot because Iran knows the political calendar and we all in the US know the political cal”

“I really think it's about the credit markets. I go back to where we're seeing interest rates today when you've got the 10-year over 5%, that's going to have a direct impact on the cost of capital for the companies that are the most exposed to debt financing. The hyperscalers, if you remember, those can self-finance a lot of this. They're not as impacted by those higher rates. So, I think that you're going to have com”

“Well, I think that if I look at the S&P 500 just as kind of the broad market it's trading at 19 times it's growing at 38% you've got bond yields over five 5.25 today, oil at 100. If you see oil prices move lower, interest rates should come off quickly and the market should rip. So, I think that it's actually to the upside risk to the upside that the markets move substantially higher and that people are off sides beca”

“Yeah, Ed, it really is remarkable. If you had told me at the start of the year that the 10-year bond yield was going to go to 5.25 or 3%, oil would be at 100 or higher for multiple consecutive days, I think that's kind of textbook. You would have expected the market to be lower. I think the reason that we have seen such resiliency is that we've got forward earnings at nearly 38% for the S&P. And to contextualize that”

“I think there's really two scoreboards: there's the equity market and there's the bond market and they both have interactions on the bond market side. There's clear concern about deficits and debt. But what I would say is that the deficits and debt levels were pretty high 15 years ago as well relative to nominal GDP across Switzerland, Japan, the US. I think the real difference today is there's been a regime shift be”

“The way that we deal with this is inflation. It's the most insidious tax on the global population that's ever been invented. And you can see it very slowly. And it's a regressive tax, so it taxes everyone. ... The debt continues to expand, but if you think about how we deal with debt in the modern economy, it's through inflation. I mean, the reality is that we repay our debt with many dollars because the dollar and a”

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →