DK

David Katz

Person

Heard in 2 episodes across 1 show since Sep 2026

David Katz is the President and Chief Investment Officer of Matrix Asset Advisors, an investment management firm. He is known for his work in investment management and analysis of equity and bond markets.

Episodes

2
across 1 show

First heard

Sep 2026

Guest appearances

2

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 20261
Oct 20261

What David Katz has said on podcasts

26 statements

  1. on Long-term investingPositiveOct 15, 2026· Bloomberg Surveillance

    Long-term plans, discipline, and low costs best increase wealth.

    “We think setting up a long-term plan, sticking to that plan, trying to keep costs low is the best way to increase wealth”

    Listen at 2:57

    Open the episode · Inflation and Bonds Amid AI Concerns
  2. on AI investmentsNegativeOct 15, 2026· Bloomberg Surveillance

    Many investors are overly concentrated in AI investments.

    “A lot of investors put a lot of eggs in that AI basket and they're a little bit too concentrated.”

    Listen at 3:27

    Open the episode · Inflation and Bonds Amid AI Concerns
  3. on S&P 500NeutralOct 15, 2026· Bloomberg Surveillance

    The S&P 500 is unusually overweighted toward growth stocks.

    “It's probably the most overweighted to growth that it's been in some time.”

    Listen at 3:56

    Open the episode · Inflation and Bonds Amid AI Concerns
See all 26 statements →

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

2 episodes featuring David Katz, newest first