Christian Mueller-Glissmann
PersonHeard in 2 episodes across 1 show since Sep 2026
Christian Mueller-Glissmann is an investment strategist at Goldman Sachs known for research on asset allocation, portfolio construction, and market cycles. His work examines the interaction between economic conditions, market valuations, and investment returns.
Episodes
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
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| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 1 |
| Oct 2026 | 1 |
What Christian Mueller-Glissmann has said on podcasts
29 statements
AI capital expenditure has accelerated nominal economic growth.
“this AI CapEx boom has created this nominal growth acceleration”
Open the episode · UGO13: How Much Longer Can AI Carry the Market ft. Christian Mueller-GlissmannListen at 3:14
AI investment-phase earnings cannot be extrapolated indefinitely.
“you cannot extrapolate the investment phase for too long”
Open the episode · UGO13: How Much Longer Can AI Carry the Market ft. Christian Mueller-GlissmannListen at 7:00
AI productivity benefits remain early in their adoption curve.
“we are probably still at the early part of the J curve”
Open the episode · UGO13: How Much Longer Can AI Carry the Market ft. Christian Mueller-GlissmannListen at 7:52
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 Christian Mueller-Glissmann, newest first
