What podcasts say about Bradley J. Warden

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

What Bradley J. Warden has said on podcasts

3 statements · 1 positive · 2 negative

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
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
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.