What podcasts say about Craig Fuller

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

What Craig Fuller has said on podcasts

31 statements · 11 positive · 17 negative · 3 neutral

on U.S. consumer goods consumptionNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
Consumer goods consumption is slowing.
“the consumer appears to be slowing. Consumption. and consumer activities and consumer categories is slowing.”
Listen at 2:18
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. industrial categoriesPositiveOct 27, 2026· Thoughtful Money with Adam Taggart
Industrial categories are expanding.
“the industrial categories are actually expanding”
Listen at 3:10
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. industrial economyPositiveOct 27, 2026· Thoughtful Money with Adam Taggart
The industrial economy is strongest in roughly a decade.
“this is the strongest industrial economy that we have seen in in perhaps a decade”
Listen at 4:05
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on Consumer goods volumesNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
Consumer goods volumes are declining.
“the volumes are dropping off”
Listen at 7:14
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on Population and product consumptionNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
Lower population reduces product consumption.
“when you have less humans you're consuming less products”
Listen at 9:10
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on GLP-1 receptor agonistNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
GLP-1 drugs materially affect food consumption.
“the GLP-1 factor is a much bigger deal than most people believe it is”
Listen at 10:20
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. housing-related freightNeutralOct 27, 2026· Thoughtful Money with Adam Taggart
Housing indirectly accounts for up to 20% of U.S. freight volume.
“As much as 20% of the volume of freight in the United States is indirectly related to housing”
Listen at 12:17
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on Housing MarketNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
The housing market is weakening further.
“The data would suggest that it's weakening further.”
Listen at 12:49
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. clothing freight demandPositiveOct 27, 2026· Thoughtful Money with Adam Taggart
Clothing freight demand is currently robust.
“clothing is actually pretty robust right now”
Listen at 14:45
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on Housing MarketNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
Housing has remained distressed since post-COVID.
“housing's been distressed uh for a couple of years now really post-covid”
Listen at 16:25
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. industrial sectorNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
The industrial sector was weak one year earlier.
“the industrial sector, which was a dog up a year ago”
Listen at 18:26
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. industrial sectorPositiveOct 27, 2026· Thoughtful Money with Adam Taggart
The industrial sector has rebounded.
“we've seen a rebound in that”
Listen at 18:42
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. freight volumesNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
Freight volumes have dropped by a few percent.
“we're talking freight dropping a couple percent”
Listen at 19:41
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. industrial activity and energy pricesPositiveOct 27, 2026· Thoughtful Money with Adam Taggart
Higher energy prices benefit U.S. industrial activity.
“high energy prices is a good thing for U.S. industrial activity”
Listen at 21:24
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. industrial activityPositiveOct 27, 2026· Thoughtful Money with Adam Taggart
AI data-center capex and cheap energy drive U.S. industrial activity.
“The CapEx boom. coming from AI data centers. Cheaper energy and availability is also a major important factor.”
Listen at 24:45
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on Heavy manufacturing energy costsNeutralOct 27, 2026· Thoughtful Money with Adam Taggart
Energy represents 40% of heavy-manufacturing product costs.
“40% of heavy manufacturing is energy is 40% of the cost of a product in heavy manufacturing.”
Listen at 25:07
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on Defense spendingPositiveOct 27, 2026· Thoughtful Money with Adam Taggart
Defense spending is a major driver of U.S. industrial activity.
“The other pieces are this, and we'll get to CapEx because it's the biggest piece of it all, is the military and defense spending.”
Listen at 25:45
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on AI capex boomPositiveOct 27, 2026· Thoughtful Money with Adam Taggart
Current data provide no reason for concern about AI capex.
“there's nothing in the data that suggests that we should be worried about it at all right now”
Listen at 29:57
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on RailroadsPositiveOct 27, 2026· Thoughtful Money with Adam Taggart
Railroads are attractive investments benefiting from AI data-center construction.
“the railroads are fantastic uh uh positions to own”
Listen at 30:28
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. power generationNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
Insufficient U.S. power generation would constrain AI and robotics economies.
“If we do not... create electricity and power generation in the United States, we are not going to have not just an AI data economy, we're not going to have a robotics economy.”
Listen at 34:02
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on Power availability and economic growthPositiveOct 27, 2026· Thoughtful Money with Adam Taggart
Power availability is directly correlated with economic growth.
“power is directly correlated with economic growth.”
Listen at 35:05
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. diesel supplyNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
Diesel shortages constitute a serious crisis for the administration.
“the diesel crisis is a real crisis. for this administration.”
Listen at 37:28
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on Iran war, Treasury yields, Fed policy, and housingNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
Iran war-related ten-year yield increases are tightening Fed policy and slowing housing.
“the 10-year has increased ever since we went to war in Iran. And therefore, that is causing the Fed to be more restrictive. And therefore, housing has slowed down.”
Listen at 40:00
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on Diesel transport costs and goods inflationNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
Higher diesel transport costs are causing goods inflation.
“you're seeing inflationary effects in goods”
Listen at 40:32
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on Iran and Russia-Ukraine conflictsNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
The Iran and Russia-Ukraine conflicts are unlikely to end soon.
“it doesn't appear that those conflicts are wrapping up anytime quick.”
Listen at 42:27
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. truck-driver capacityNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
Truck-driver capacity, more than diesel, is raising transportation prices.
“the reason transportation prices are higher is less to do with diesel and more to do with the supply of capacity, which is truck drivers.”
Listen at 42:43
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. trucking regulationsPositiveOct 27, 2026· Thoughtful Money with Adam Taggart
Trucking companies will obtain stricter regulations regardless of administration.
“The truckers want stricter regulations and are asking for it. And I think they're going to get it regardless of who's in office.”
Listen at 43:59
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on U.S. truck-driver supplyNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
Truck-driver supply will remain a persistent industry issue.
“this is going to be a consistent issue. And I think it's the biggest change in our industry in decades.”
Listen at 45:43
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on Self-driving trucksNegativeOct 27, 2026· Thoughtful Money with Adam Taggart
Self-driving trucks will not become ubiquitous for eight to ten years.
“we're still eight to 10 years out before we have ubiquity on self-driving drugs.”
Listen at 45:58
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller
on AI data centers and AI automationNeutralOct 27, 2026· Thoughtful Money with Adam Taggart
AI data centers and automation will become major 2028 election issues.
“AI data centers and AI automation in 28.”
Listen at 46:20
Open the episode · "No Signs Of The A.I. Party Slowing Down" | Craig Fuller

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.