Dan Niles

Dan Niles

Person

Heard in 3 episodes across 2 shows since Oct 2026

Dan Niles is an American hedge fund manager and the founder of Niles Investment Management. A former equity research analyst and electrical engineer, he is known for technology-sector expertise and market analysis.

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Episodes

3
across 2 shows

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20263

What Dan Niles has said on podcasts

8 statements

  1. on full-stack hyperscalersPositiveOct 15, 2026· Closing Bell

    AI economics will ultimately settle with full-stack hyperscalers.

    “It'll settle at the full stack hyperscalers.”

    Listen at 4:33

    Open the episode · Closing Bell Overtime: 10/15/26
  2. on neocloud operatorsNegativeOct 15, 2026· Closing Bell

    Neocloud operators will experience a large wave of bankruptcies.

    “And I think that's where you're going to see a huge wave of bankruptcies when this ultimately implodes.”

    Listen at 5:29

    Open the episode · Closing Bell Overtime: 10/15/26
  3. on OpenAINegativeOct 15, 2026· Closing Bell

    OpenAI is especially exposed to problems at the LLM layer.

    “I think OpenAI, as I've said multiple times, is at the epicenter of that”

    Listen at 6:06

    Open the episode · Closing Bell Overtime: 10/15/26
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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

3 episodes featuring Dan Niles, newest first

Dan Niles · PodLume