What podcasts say about Dan Skelly
Every statement, with the speaker, the exact quote and the moment it was said.
What Dan Skelly has said on podcasts
39 statements · 24 positive · 11 negative · 2 mixed · 2 neutral
Retail investors should largely stop monitoring financial news continuously.
“we often advise and counsel a lot of, you know, normal retail investors to turn it off. Like, just stop paying attention every moment of the day.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 9:32
Investors should maintain diversification rather than concentrated exposure.
“having that diversified bent is always top of mind for us.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 10:47
The economy remains highly resilient despite policy and inflation pressures.
“The economy continues to be super resilient.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 12:01
Companies passed through 60–70% of tariff costs to customers.
“But they passed on 60 to 70% of it.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 13:54
AI will increase margins and earnings through reduced labor over 12–24 months.
“I think it's a 12 to 24-month time horizon, is labor actually being pulled in terms of additional margin and earnings. And that's going to be largely AI-driven.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 15:46
Future market drawdowns should be relatively moderate.
“whatever drawdowns or corrective experience we get is super moderate.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 20:08
AI creates significant risks for small-cap companies.
“AI could be really tricky for small caps”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 23:27
Less-profitable small caps generally lack capital for AI investment.
“those less profitable small caps don't have the capital to invest in AI.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 23:51
Semiconductor supply chains may face double-ordering risk later, though not currently.
“do you have a risk of double ordering in the supply chain of semis of service? Absolutely. Is it a risk today? No. But is it a risk from here for now? Could be.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 31:11
Excess AI chips can potentially be redirected to cloud computing.
“a lot of those chips can be reverted back to cloud.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 34:06
AI adopters must offset slowing AI infrastructure spending with productivity gains.
“In the next two years, does the margin productivity boost from the AI adopters more than offset what could be a deceleration in the AI infrastructure spending? That is the key handoff.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 36:08
Private AI companies currently have favorable demand relative to supply.
“the demand versus supply dynamic to still be in our at our favor. And we think it is.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 39:25
Demand and financing terms for hyperscaler debt remain relatively benign.
“the demand we're seeing and even the terms and the spreads we're seeing for a lot of this issuance is still relatively benign.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 42:48
AI and energy-sector changes are contributing to divergence in credit spreads.
“this series is diverging because, in part, because of AI and because of some of the compositional and fundamental changes in the energy sector.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 48:26
Investors are rotating out of AI infrastructure names and shorting median stocks.
“I think you have people rotating. out of those names and also shorting the median stock as a counter to that.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 51:23
Higher rates have driven repricing and increased short interest in lower-quality stocks.
“it feels like the short interest and the lower quality things has re-rated as rates have re-rated.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 52:29
Microsoft shifted from aggressive frontier-AI investment toward greater rationality.
“they went 180 from being tip of the spear investing in Frontier to now being more rational.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 54:15
AI lowers barriers to entrepreneurship for people with strong ideas.
“AI in many ways is lowering the barriers to entry to being an entrepreneur if you have a good idea.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 1:01:17
A near-term surge in Bank of America delinquencies is unlikely.
“it's very unlikely in this earnings picture to have that future B of A moment.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 1:02:55
Dan Skelly has maintained an overweight position in U.S. equities.
“we've been overweight U.S. equities for well over a year.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 1:05:01
The AI adoption wave will last approximately a decade.
“this adoption wave is going to be a decade long.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 1:07:41
Investors should own quality-oriented Fortune 100 companies benefiting from AI adoption.
“we want to own a lot of those Fortune 100 companies that are quality oriented.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 1:07:44
AI can reduce phase-one drug-discovery timelines from six–seven years to under 12 months.
“AI in many instances is taking a six to seven year timeline in terms of phase one drug discovery to like less than 12 months.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 1:08:18
Skelly’s team has used bottom-up stock selection for three decades.
“For 30 years in a 50 stock context, we've been bottom up focused.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 1:09:16
AI and software will remain chronically interdependent rather than software becoming obsolete.
“More likely, in my opinion, back in February was forget about obsolescence. You're going to see chronic interdependence between AI and software.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 1:11:39
Palo Alto Networks was correctly valued as an AI winner but too expensive for the portfolio.
“The market has correctly discounted. It's an AI winner, but we run a 50 stock portfolio at 70 times. It was a high tracking error winner. So let's take it out.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 1:12:36
Nasdaq earnings are growing in the mid-to-high teens while its valuation multiple remains flat.
“The earnings continue to grow. mid-teens to high teens. The multiple has stayed really flattish.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 1:14:31
Nasdaq continues to show strong evidence of AI utilization in its business.
“they continue to generate AI, strong evidence of AI utilization in their business.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 1:15:50
Investors should cut cyclical losers faster than other holdings.
“On the stop-loss, cut your cyclical losers faster.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 1:18:53
Secular winners generally recover from declines more reliably than cyclical stocks.
“if they're really the secular winners. it can almost always come back. Whereas the cyclicals, different story.”
Open the episode · How to Pick Stocks Like Morgan Stanley With Dan SkellyListen at 1:20:01
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.