BJ

Bradley J. Warden

Person

Heard in 2 episodes across 2 shows since Aug 2026

Bradley J. Warden, commonly known as Brad Warden, is a senior portfolio manager and CFA at Nomura Asset Management. He serves as a portfolio manager for the Nomura Science and Technology Fund.

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Episodes

2
across 2 shows

First heard

Aug 2026

Guest appearances

2

Episodes per month

Public PodLume episodes featuring it, over the last year.

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MonthEpisodes
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20261
Sep 20260
Oct 20260
Nov 20261

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What Bradley J. Warden has said on podcasts

3 statements

  1. on AI infrastructure constraintsNegativeNov 5, 2026· Bloomberg Surveillance

    AI infrastructure constraints will tighten supply and raise prices.

    “some of this constraint is actually going to make things tighter and make prices go up.”

    Listen at 20:28

    Open the episode · Markets Price in Midterms
  2. on AI core infrastructurePositiveNov 5, 2026· Bloomberg Surveillance

    AI core infrastructure spending will continue for multiple years.

    “the core infrastructure piece of it. is going to continue and that's going to be a multi-year cycle”

    Listen at 22:20

    Open the episode · Markets Price in Midterms
  3. on AI valuationsNegativeNov 5, 2026· Bloomberg Surveillance

    Market skepticism toward AI valuations is currently excessive.

    “the skepticism now is really kind of overwhelming from a valuation perspective.”

    Listen at 22:49

    Open the episode · Markets Price in Midterms

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.

Episodes

2 episodes featuring Bradley J. Warden, newest first