What podcasts say about Dan Greenhaus

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

What Dan Greenhaus has said on podcasts

7 statements · 2 positive · 2 negative · 3 neutral

on AI infrastructureNegativeOct 16, 2026· Closing Bell
Higher capital costs could slow AI infrastructure build-out.
“it's quite possible that you could see a bit of a slowdown in the build out”
Listen at 7:47
Open the episode · Closing Bell: 10/16/26
on AI trade and broader stock marketNeutralOct 16, 2026· Closing Bell
AI-led market leadership alternates with broader-market catch-up.
“The story of the bull market that started in 2022 has been an AI trade, the AI trade takes a breath, the rest of the market catches up, and then it flips back and forth.”
Listen at 15:34
Open the episode · Closing Bell: 10/16/26
on U.S. stock market outlookNegativeOct 16, 2026· Closing Bell
Next year may bring slower earnings, a less-friendly Fed, and poor technicals.
“the recipe for next year is slowing earnings growth, less friendly Fed, and poor technicals”
Listen at 16:00
Open the episode · Closing Bell: 10/16/26
on Investor preferencesNeutralOct 16, 2026· Closing Bell
Investors are favoring predictable companies with lower valuation multiples.
“investors are looking for a little bit more predictability and lower multiples in some of the names that they invest in moving forward”
Listen at 40:23
Open the episode · Closing Bell: 10/16/26
on U.S. stock-market sectorsPositiveOct 16, 2026· Closing Bell
Some market sectors currently offer a buying opportunity.
“I think it's a buying opportunity definitely in some sectors of the market”
Listen at 40:46
Open the episode · Closing Bell: 10/16/26
on Electrification, grid, onshoring, and CapExPositiveOct 16, 2026· Closing Bell
Electrification, grid, onshoring, and capital spending will continue next year.
“there is innovation and spending that's going to be happening in the electrification and the grid and onshoring of supply chains as well as CapEx spend still continuing into next year”
Listen at 40:59
Open the episode · Closing Bell: 10/16/26
on S&P 500 AI-related weightingNeutralOct 16, 2026· Closing Bell
AI-related names comprise roughly 50% of S&P 500 market capitalization.
“the S&P 500. is influenced by AI and AI-related names up to around 50% of the overall market cap weighting of the index”
Listen at 41:25
Open the episode · Closing Bell: 10/16/26

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.