What podcasts say about David Leibowitz

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

What David Leibowitz has said on podcasts

9 statements · 7 positive · 1 negative · 1 mixed

on S&P 500 bull marketPositiveAug 21, 2026· UBS On-Air: Market Moves
The current bull market has further room to run.
“we think this bull market has further to go”
Listen at 1:33
Open the episode · Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
on Corporate profitsPositiveAug 21, 2026· UBS On-Air: Market Moves
Surging corporate profits are driving higher S&P 500 targets.
“the main driver of this increase is really just the surging in corporate profits that we are currently seeing”
Listen at 2:23
Open the episode · Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
on AI infrastructurePositiveAug 21, 2026· UBS On-Air: Market Moves
AI infrastructure investment is materially boosting corporate earnings.
“the AI infrastructure build out. That is really supercharging the numbers.”
Listen at 2:39
Open the episode · Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
on Equity portfoliosMixedAug 21, 2026· UBS On-Air: Market Moves
Investors should stay invested while managing concentration risk.
“our main message here is stay invested, but also be mindful of any concentration risk that you have”
Listen at 18:22
Open the episode · Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
on Technology and AI holdingsNegativeAug 21, 2026· UBS On-Air: Market Moves
Investors should limit exposure to highly appreciated technology and AI holdings.
“We just think it makes sense to. Make sure you don't have too much exposure in those areas.”
Listen at 18:49
Open the episode · Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
on Equity (finance)PositiveAug 21, 2026· UBS On-Air: Market Moves
David remains broadly bullish on equities.
“But we're still bullish in general.”
Listen at 18:56
Open the episode · Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
on Structural growth themesPositiveAug 21, 2026· UBS On-Air: Market Moves
Investors should maintain exposure to structural growth themes.
“you want to continue to have exposure to structural growth themes”
Listen at 19:01
Open the episode · Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
on Financials and industrialsPositiveAug 21, 2026· UBS On-Air: Market Moves
UBS favors financial and industrial sectors.
“we like financials. We like industrials in that segment of the market.”
Listen at 20:06
Open the episode · Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
on Non-U.S. equitiesPositiveAug 21, 2026· UBS On-Air: Market Moves
Investors should not ignore markets outside the United States.
“I wouldn't ignore XUS either.”
Listen at 20:13
Open the episode · Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook

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.