What podcasts say about David Katz

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

What David Katz has said on podcasts

26 statements · 17 positive · 6 negative · 1 mixed · 2 neutral

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
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
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
on 60/40 or 70/30 asset allocationPositiveOct 15, 2026· Bloomberg Surveillance
60/40 or 70/30 allocations support growth while providing bond-side protection.
“for long-term investors, having a 60-40 or 70-30 asset allocation is going to allow you to grow with the stock market over time, but be a little bit more protected on the bond side.”
Listen at 4:19
Open the episode · Inflation and Bonds Amid AI Concerns
on Chasing past investment trendsNegativeOct 15, 2026· Bloomberg Surveillance
Chasing past trends leads investors to poorer performance.
“if you're trying to chase the past trends, you don't do as well.”
Listen at 5:00
Open the episode · Inflation and Bonds Amid AI Concerns
on UtilitiesPositiveOct 15, 2026· Bloomberg Surveillance
Utilities with 3.5–4% yields and 16-times earnings may benefit from AI-driven electricity demand.
“There are a lot of utilities right now that are paying a 3.5%, 4% yield at 16 times earnings that are going to benefit. by the ai build out and more electrical usage”
Listen at 5:58
Open the episode · Inflation and Bonds Amid AI Concerns
on Asset allocationNegativeOct 15, 2026· Bloomberg Surveillance
Investors should not change allocations based on one inflation report.
“we would not react to today's print and all of a sudden change your asset allocation or change your equity exposures based on that.”
Listen at 10:38
Open the episode · Inflation and Bonds Amid AI Concerns
on Price of oilNegativeOct 15, 2026· Bloomberg Surveillance
An Iran exit ramp would cause oil prices to fall sharply.
“if there's ever sort of an exit ramp out of Iran, oil prices will come down sharply.”
Listen at 11:05
Open the episode · Inflation and Bonds Amid AI Concerns
on InflationPositiveOct 15, 2026· Bloomberg Surveillance
Lower oil prices would substantially cool inflation.
“the inflation numbers, which have been pretty negative. will cool down a lot”
Listen at 11:10
Open the episode · Inflation and Bonds Amid AI Concerns
on Financial marketsPositiveOct 15, 2026· Bloomberg Surveillance
Reduced inflation pressure on the Fed would benefit markets.
“that would be bullish for the market.”
Listen at 11:17
Open the episode · Inflation and Bonds Amid AI Concerns
on CoreWeaveNegativeOct 15, 2026· Bloomberg Surveillance
CoreWeave is vulnerable when investors become more selective in AI.
“a core weave, which is kind of on the higher risk spectrum of the AI trade, gets hit.”
Listen at 22:18
Open the episode · Inflation and Bonds Amid AI Concerns
on Magnificent SevenPositiveOct 15, 2026· Bloomberg Surveillance
The Magnificent Seven have held up while semiconductors and CoreWeave sold off.
“The MAG-7 has looked fine while the semis and the Cosby have sold off.”
Listen at 22:41
Open the episode · Inflation and Bonds Amid AI Concerns
on Major technology companiesPositiveOct 15, 2026· Bloomberg Surveillance
Strong earnings have kept major technology valuations from becoming excessively stretched.
“Valuations are not super stretched because those earnings have been so strong.”
Listen at 22:51
Open the episode · Inflation and Bonds Amid AI Concerns
on U.S. stock marketMixedSep 1, 2026· Bloomberg Surveillance
U.S. equities will trade within a volatile range before ultimately rising.
“We think we probably have entered a trading range with maybe 5% on the upside, 5% to 8% on the downside. Ultimately, we think the market goes higher, but expect a lot of volatility in the short term”
Listen at 2:52
Open the episode · Global Bond Selloff Sends Yields to the Highest Level Since 2008
on Stock market investingPositiveSep 1, 2026· Bloomberg Surveillance
The stock market should be used for long-term wealth accumulation, not speculation.
“the stock market is not there for speculation, but for long-term wealth accumulation”
Listen at 3:39
Open the episode · Global Bond Selloff Sends Yields to the Highest Level Since 2008
on AEP and NextEra EnergyPositiveSep 1, 2026· Bloomberg Surveillance
AEP and NextEra Energy will benefit long term from AI-related energy demand.
“Companies like an AEP or NextEra Energy are going to be long-term energy. winners because of the AI build-out”
Listen at 4:30
Open the episode · Global Bond Selloff Sends Yields to the Highest Level Since 2008
on Housing MarketPositiveSep 1, 2026· Bloomberg Surveillance
The housing market will eventually recover.
“At some point, the housing market's going to turn around.”
Listen at 4:48
Open the episode · Global Bond Selloff Sends Yields to the Highest Level Since 2008
on GeneracPositiveSep 1, 2026· Bloomberg Surveillance
Generac is an attractive opportunity after its selloff and has strong prospects.
“A company like Generac, which makes power backups for these companies, had a great run, gave about two-thirds of that run back, sells at about 20 times earnings, 18 times earnings, now has great prospects. So you could step into things like that.”
Listen at 5:37
Open the episode · Global Bond Selloff Sends Yields to the Highest Level Since 2008
on Semiconductor companiesNegativeSep 1, 2026· Bloomberg Surveillance
Some semiconductor companies remain expensive despite falling valuations.
“We still are wary about some of these semiconductor companies. that went up to 100 times earnings and today are back at 50 times earnings. They're still pretty expensive.”
Listen at 5:49
Open the episode · Global Bond Selloff Sends Yields to the Highest Level Since 2008
on QualcommPositiveSep 1, 2026· Bloomberg Surveillance
Qualcomm is attractively valued after its selloff for a longer-term investor.
“A company like Qualcomm, which makes semiconductor components for cell phones, anything communication wise. had a great run, gave it all back. Right now it's at about 13 or 14 times earnings.”
Listen at 6:15
Open the episode · Global Bond Selloff Sends Yields to the Highest Level Since 2008
on Artificial IntelligencePositiveSep 1, 2026· Bloomberg Surveillance
AI adoption and data-center infrastructure will expand substantially.
“There's going to be massive buildout, massive usage.”
Listen at 7:20
Open the episode · Global Bond Selloff Sends Yields to the Highest Level Since 2008
on AI data centersPositiveSep 1, 2026· Bloomberg Surveillance
Energy usage will rise significantly because of AI data centers.
“ultimately energy usage is going to be up significantly.”
Listen at 7:44
Open the episode · Global Bond Selloff Sends Yields to the Highest Level Since 2008
on AI data-center expansionPositiveSep 1, 2026· Bloomberg Surveillance
AI data-center expansion will persist despite current opposition.
“this is going to be a long-term trend that's going to take hold. This is just a bump along the road.”
Listen at 8:05
Open the episode · Global Bond Selloff Sends Yields to the Highest Level Since 2008
on Passive investingPositiveSep 1, 2026· Bloomberg Surveillance
Passive investing is suitable for inexperienced or less market-focused investors.
“passive is a really good way to invest longer term if you're not that focused on the markets and you don't have any expertise with that.”
Listen at 8:31
Open the episode · Global Bond Selloff Sends Yields to the Highest Level Since 2008
on Active dividend investingPositiveSep 1, 2026· Bloomberg Surveillance
Active dividend investing will perform well over the next three to five years.
“active is very good and will be very good in the next three to five years on the dividend side.”
Listen at 9:01
Open the episode · Global Bond Selloff Sends Yields to the Highest Level Since 2008
on Federal Reserve interest-rate policyNeutralSep 1, 2026· Bloomberg Surveillance
The Federal Reserve should keep interest rates unchanged.
“the best course of action for the Fed right now is to stay on hold. And that remains our base case.”
Listen at 33:46
Open the episode · Global Bond Selloff Sends Yields to the Highest Level Since 2008

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.