← Agentic AI

What podcasts say about Agentic AI

Every statement, with the speaker, the exact quote and the moment it was said.

What experts have said about Agentic AI

74 statements · 43 positive · 16 negative · 2 mixed · 13 neutral

  1. Agentic AI has substantial potential to change living and working

    “I think it has enormous potential to change how we live and work.”

    Listen at 3:07

    Open the episode · Big Short Investor Explains How the AI Bubble Could Burst
  2. Agentic AI requires 10–100 times more tokens than chat-based AI.

    “Agentic AI, and I'm sure you've talked about Muse on some of your podcasts from Meta that just came out. or OpenClaw, which came out in January, Agenic AI requires 10 to 100 times more tokens.”

    Listen at 6:09

    Open the episode · Big Tech Selloff: Dan Niles on What Happens Next
  3. Agentic AI requires more CPUs relative to chat-based AI.

    “Agents require more CPUs relative to chat-based AI.”

    Listen at 37:23

    Open the episode · Big Tech Selloff: Dan Niles on What Happens Next
  4. Agentic AI could automatically move bank cash into money-market funds.

    “the agentic AI could come in and sweep it and put it into a money market fund.”

    Listen at 33:15

    Open the episode · Why Young Americans Feel Locked Out with the Lemonade Stand Podcast
  5. Josh BrownPositiveOct 29, 2026· Halftime Report

    Agentic AI will become an important future technology.

    “if you believe in the agentic AI future, and I definitely do”

    Listen at 34:57

    Open the episode · Tech Earnings Weigh on the AI Trade 10/29/26
  6. Ted MortonsonPositiveOct 24, 2026· Excess Returns

    Agentic AI will affect every industry.

    “The agentic cycle is going to affect every single industry”

    Listen at 18:56

    Open the episode · Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip?
  7. Agentic AI has enabled an exceptionally high level of organizational automation.

    “The level of automation that we've been able to introduce with agentic AI is incredible.”

    Listen at 6:11

    Open the episode · AI in the Investment Firm – Ben Harrison (EP.522)
  8. Agentic compute is the safest investment area for the next few years.

    “for the foreseeable future, which means at least the next few years, the safest place to invest is in the agentic compute side.”

    Listen at 51:27

    Open the episode · #423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
  9. Agentically generated code will outperform human-written code.

    “will agentic code be superior to human-written code? Absolutely.”

    Listen at 20:08

    Open the episode · Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse
  10. Fully verifying arbitrary agentic code is currently computationally infeasible.

    “It's not fully verifiable because that is a task that is going to be almost computationally infeasible right now.”

    Listen at 20:41

    Open the episode · Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse
  11. Jordi VisserPositiveOct 17, 2026· The Pomp Podcast

    Agentic-compute investments will perform well over the next three years.

    “I have total confidence over the next three years that as a basket.”

    Listen at 1:17

    Open the episode · Is Bitcoin Ready To Rip While Wall Street Breaks? | Jordi Visser
  12. Agentic AI will move consumers’ excess cash from banks into money-market funds.

    “consumers will use agentic AI to sweep their excess cash out of banks and brokers, and into nice-paying money market funds.”

    Listen at 10:36

    Open the episode · Market Cracks Under AI Debt Burden | The Weekly Wrap
  13. Agentic AI selects insurance based on ratings and price rather than brands.

    “Agentic AI does not care about brands. It cares about credit ratings and price.”

    Listen at 11:20

    Open the episode · Market Cracks Under AI Debt Burden | The Weekly Wrap
  14. Agentic AI could seriously reduce personal-lines insurers’ franchise value.

    “this could seriously impair the franchise value of personal lines insurers.”

    Listen at 11:36

    Open the episode · Market Cracks Under AI Debt Burden | The Weekly Wrap
  15. Robert SmithPositiveOct 13, 2026· Closing Bell

    Agentic solutions create substantially more economic value than conventional SaaS systems.

    “there's a massive economic rent pickup from what just a SaaS system in terms of the value that's created”

    Listen at 4:12

    Open the episode · Closing Bell 10/13/26
  16. Matt BrownPositiveOct 13, 2026· Closing Bell

    Agentic AI will act as an operational partner carrying out advisor tasks.

    “it's really going to be the partner of the advisor, carrying out activities and tasks”

    Listen at 17:48

    Open the episode · Closing Bell 10/13/26
  17. Amrita RoyPositiveOct 13, 2026· Investing Experts

    Agentic AI will increase the importance of cybersecurity.

    “with agentic ai cyber security is only going to become so much important so much more important”

    Listen at 25:27

    Open the episode · S&P hits all-time highs, AI trade does all the work
  18. Jim BiancoPositiveOct 12, 2026· Hidden Forces

    Agentic AI automating tasks will produce major economic change.

    “once we get into the Angentic side of the business and it starts to do the tasks as opposed to answering the questions, that's when you're really going to start to see the change in AI.”

    Listen at 27:13

    Open the episode · Is It Time to Start Buying Bonds? | Jim Bianco
  19. Jim BiancoPositiveOct 12, 2026· Hidden Forces

    Agentic AI will eventually revolutionize how jobs are performed.

    “eventually, when we get there, I think we're going to see a revolution in the way that jobs are being done.”

    Listen at 28:26

    Open the episode · Is It Time to Start Buying Bonds? | Jim Bianco
  20. Giving unreliable AI extensive authority creates a serious design problem.

    “people had this stupid idea to give a lot of authority to unreliable AI”

    Listen at 28:39

    Open the episode · Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79
  21. Agentic AI may disrupt parts of global infrastructure without causing extinction.

    “This technology turns out to be dangerous, not in the level of extinction, but at the level that it might take down some of the world's infrastructure.”

    Listen at 34:35

    Open the episode · Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79
  22. Internet-connected autonomous AI agents are dangerous.

    “let's agree that these agents are dangerous.”

    Listen at 51:38

    Open the episode · Eric Weinstein: The Secret Alien Programs Nobody Is Talking About
  23. Anthony PomplianoPositiveOct 10, 2026· The Pomp Podcast

    Agentic compute and financial guardrails will generate investment alpha over the next year.

    “there are two themes that I care about right now. Agentic compute, so the AI infrastructure, and the financial guardrails. That's what I believe over the next one year will create the alpha.”

    Listen at 18:19

    Open the episode · Bitcoin Is the Toll Collector of the AI Economy | Jordi Visser
  24. Agentic tools require measurable goals rather than vague quality requests.

    “Agentic tools need goals. Saying create a good blog post is not measurable.”

    Listen at 47:16

    Open the episode · The Best Way to Test New AI Models
  25. Jordi VisserPositiveOct 3, 2026· The Pomp Podcast

    Agentic AI token usage will surge dramatically.

    “The token numbers are going to explode.”

    Listen at 14:30

    Open the episode · Is Bitcoin About to Shock Everyone in Q4? | Jordi Visser
  26. Jim CramerNegativeSep 29, 2026· Mad Money w/ Jim Cramer

    Investors should not sell entire sectors solely because of agentic AI fears.

    “I'm skeptical about dumping entire groups based on this idea that agentic AI means the death of consumer inertia”

    Listen at 13:45

    Open the episode · Mad Money w/ Jim Cramer 9/29/26
  27. Jim CramerNegativeSep 29, 2026· Mad Money w/ Jim Cramer

    Agentic AI will not destroy entire industries.

    “I don't think it'll destroy entire industries”

    Listen at 14:47

    Open the episode · Mad Money w/ Jim Cramer 9/29/26
  28. Jim CramerPositiveSep 28, 2026· Mad Money w/ Jim Cramer

    Agentic AI will sharply increase demand for CPUs.

    “demand for CPUs was going to explode because you need more CPUs to run these useful AI agents.”

    Listen at 18:04

    Open the episode · Mad Money w/ Jim Cramer 9/28/26
  29. Nick BaltasPositiveSep 26, 2026· Top Traders Unplugged

    Agentic AI asset management should retain humans as supervisors and fiduciaries.

    “human in the loop is extremely important, but then that human in the loop becomes more of a supervisor, more of the fiduciary”

    Listen at 33:58

    Open the episode · SI419: What Happens When AI Starts Building the Portfolio ft. Nick Baltas
  30. Nick BaltasPositiveSep 26, 2026· Top Traders Unplugged

    Agentic AI can scale asset-allocation analysis and enable debate and peer review.

    “with agentic AI, we can have scale. We can have some, as they call it, productive descent, which is about debating and peer review.”

    Listen at 42:27

    Open the episode · SI419: What Happens When AI Starts Building the Portfolio ft. Nick Baltas

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.