What podcasts say about Dave Nadig

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

What Dave Nadig has said on podcasts

8 statements · 7 negative · 1 mixed

on AI in investment managementNegativeOct 14, 2026· Excess Returns
AI has not replaced analysts or produced broadly outperforming black-box funds.
“None of that's actually happened.”
Listen at 3:23
Open the episode · AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?
on AI in investment managementMixedOct 14, 2026· Excess Returns
AI may provide skilled users a temporary small investment edge that quickly disappears.
“the folks who are good at it might get some small edge. for some period of time. But then that evens out very quickly.”
Listen at 3:42
Open the episode · AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?
on AI stock-picking productsNegativeOct 14, 2026· Excess Returns
AI stock-picking products have produced mediocre performance.
“The record's pretty meh.”
Listen at 4:12
Open the episode · AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?
on AI stock-picking productsNegativeOct 14, 2026· Excess Returns
Using AI to make stock picks has mostly been a failed experiment.
“So I think mostly that is a failed experiment.”
Listen at 4:21
Open the episode · AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?
on AI and technology IPOsNegativeOct 14, 2026· Excess Returns
Large technology and AI IPOs are accelerating market concentration.
“I actually think we're accelerating that concentration”
Listen at 9:58
Open the episode · AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?
on AI and technology IPOsNegativeOct 14, 2026· Excess Returns
AI and technology IPO concentration will divert capital from other businesses.
“which frankly is going to starve capital from other businesses”
Listen at 10:06
Open the episode · AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?
on Dynamic pricingNegativeOct 14, 2026· Excess Returns
Dynamic pricing has already prompted early lawsuits.
“We've already gotten some early lawsuits against this kind of dynamic pricing.”
Listen at 38:44
Open the episode · AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?
on Consumer-retailer pricing arms raceNegativeOct 14, 2026· Excess Returns
Consumers lack effective tools and power in the pricing arms race.
“consumers are coming completely unarmed”
Listen at 41:54
Open the episode · AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again?

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.