What podcasts say about Ed Clissold

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

What Ed Clissold has said on podcasts

8 statements · 5 positive · 3 negative

on AI infrastructurePositiveOct 16, 2026· Closing Bell
Demand for AI infrastructure remains robust.
“the broader demand environment remains pretty robust”
Listen at 5:36
Open the episode · Closing Bell: 10/16/26
on AI build-out projectsNegativeOct 16, 2026· Closing Bell
Higher rates will challenge speculative AI build-out projects.
“as rates move higher, the more speculative tales, so to speak, of the build-out are going to be called into question”
Listen at 6:27
Open the episode · Closing Bell: 10/16/26
on OpenAI and AnthropicNegativeOct 16, 2026· Closing Bell
Problems at OpenAI and Anthropic could drive a 20% stock-market decline.
“if something goes wrong with OpenAI and Anthropic, then the stock market's going down 20 percent or something like that”
Listen at 13:25
Open the episode · Closing Bell: 10/16/26
on CoreWeave financing stressPositiveOct 16, 2026· Closing Bell
CoreWeave’s financing stress does not signal an ending bull market or AI cycle.
“I just don't think that is the canary in the coal mine that tells me the bull market is set to end, the AI investment cycle is set to end.”
Listen at 14:14
Open the episode · Closing Bell: 10/16/26
on Bank loan growthPositiveOct 16, 2026· Closing Bell
Bank loan growth accelerated in the third quarter versus the second.
“on the lending side, it actually did pretty well. If you look at loan growth, that accelerated for the most part in the third quarter versus the second.”
Listen at 22:38
Open the episode · Closing Bell: 10/16/26
on Federal Reserve tighteningNegativeOct 16, 2026· Closing Bell
Overly aggressive Fed tightening would reduce loan growth and credit quality.
“The worry, of course, is that the Fed overdoes it, gets too aggressive, and that will start to crimp loan growth. And credit quality will tend to follow on the downside.”
Listen at 25:00
Open the episode · Closing Bell: 10/16/26
on Basel III capital requirementsPositiveOct 16, 2026· Closing Bell
Basel III softening would benefit banks by reducing required capital.
“we do expect some softening, and that will benefit the banks and the amount of capital that they have to set aside”
Listen at 26:55
Open the episode · Closing Bell: 10/16/26
on U.S. stock marketPositiveOct 16, 2026· Closing Bell
The market could continue rising despite current concerns.
“this market still has a chance to climb that wall of worry, so to speak, and ground higher”
Listen at 42:15
Open the episode · Closing Bell: 10/16/26

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.