What podcasts say about David Schassler

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

What David Schassler has said on podcasts

9 statements · 5 positive · 3 negative · 1 neutral

on Productivity events and labor demandPositiveOct 28, 2026· Bloomberg Surveillance
Labor demand usually recovers after productivity events as productivity expands.
“when you have these sort of productivity events, usually the labor demand recovers as productivity expands and you reabsorb these workers.”
Listen at 12:51
Open the episode · Fed Decision and Tech Earnings
on Inflation expectationsNeutralOct 28, 2026· Bloomberg Surveillance
Inflation expectations strongly affect realized inflation.
“inflation expectations matter a lot for inflation.”
Listen at 14:54
Open the episode · Fed Decision and Tech Earnings
on AI technology and infrastructurePositiveOct 28, 2026· Bloomberg Surveillance
AI technology is rapidly improving while its infrastructure remains under construction.
“The technology is still being refined. It's improving at rates faster and faster and faster. The infrastructure is still being built.”
Listen at 21:51
Open the episode · Fed Decision and Tech Earnings
on AI infrastructure-development companiesPositiveOct 28, 2026· Bloomberg Surveillance
Investors should favor broadly diversified AI infrastructure-development companies.
“the best way to play it we think from here is you want to think about infrastructure development companies”
Listen at 22:06
Open the episode · Fed Decision and Tech Earnings
on Artificial IntelligencePositiveOct 28, 2026· Bloomberg Surveillance
AI is expected to increase productivity and economic growth.
“AI promises more productivity, more economic growth.”
Listen at 27:19
Open the episode · Fed Decision and Tech Earnings
on Technology companies with negative free cash flowNegativeOct 28, 2026· Bloomberg Surveillance
Technology companies with negative free cash flow are more likely to reduce staff.
“Bottom of the log has negative free cash flow. And those are the companies that have also taken action in most cases.”
Listen at 34:03
Open the episode · Fed Decision and Tech Earnings
on Google AI businessNegativeOct 28, 2026· Bloomberg Surveillance
Google struggles to convince investors that cloud growth proves AI is succeeding.
“they're having a really hard time convincing um the market of the straightforward equation that if their cloud business is growing beyond 90 year on year that's evidence that ai is going well for them”
Listen at 35:57
Open the episode · Fed Decision and Tech Earnings
on Microsoft and Alphabet AI spendingNegativeOct 28, 2026· Bloomberg Surveillance
Microsoft and Alphabet are unlikely to reduce AI spending growth rates.
“There's no reason to believe that we'll hear from either Microsoft or Alphabet that they are reducing the growth rate of their spending”
Listen at 36:21
Open the episode · Fed Decision and Tech Earnings
on Local AI computingPositiveOct 28, 2026· Bloomberg Surveillance
Personal, locally hosted AI is becoming widespread.
“that is what is happening.”
Listen at 38:27
Open the episode · Fed Decision and Tech Earnings

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.