What podcasts say about Jack Bowman

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

What Jack Bowman has said on podcasts

13 statements · 9 positive · 2 negative · 2 neutral

on U.S. planned data centers in ERCOTNeutralNov 5, 2026· Investing Experts
Roughly 40–45% of planned U.S. data centers were located in ERCOT.
“40, 40-some or 45% of planned data centers in the US were being built in the Texas grid, the ERCOT.”
Listen at 8:27
Open the episode · Keep calm, stocks are on sale
on AI compute supplyPositiveNov 5, 2026· Investing Experts
Slowing data-center construction can prevent a compute supply bubble.
“slowing things down will help us not go into a supply bubble, which is always a big threat.”
Listen at 9:28
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on Neo-cloud companiesNegativeNov 5, 2026· Investing Experts
He is bearish on neo-cloud companies.
“I'm not, I'm actually bearish on neo clouds”
Listen at 17:17
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on 10-year Treasury yieldPositiveNov 5, 2026· Investing Experts
The 10-year Treasury yield will continue declining.
“I see rates, at least the market rates, like on the 10-year Treasury coming down still.”
Listen at 18:46
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on UtilitiesPositiveNov 5, 2026· Investing Experts
Falling market rates will benefit utilities more than other sectors.
“that'll benefit utilities more than anything”
Listen at 18:54
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on SpaceX–Tesla mergerPositiveNov 5, 2026· Investing Experts
A SpaceX–Tesla merger would increase Elon Musk’s control over Tesla.
“it's super advantageous for Elon Musk that they merge because he gains a greater control of Tesla”
Listen at 27:40
Open the episode · Keep calm, stocks are on sale
on SpaceX–Tesla mergerPositiveNov 5, 2026· Investing Experts
SpaceX and Tesla will probably merge.
“they're probably going to merge.”
Listen at 27:59
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on Equal-weight ETFPositiveNov 5, 2026· Investing Experts
He recommends building a position in an equal-weight ETF.
“the big push the last couple months for me has been building a position in the equal weight ETF.”
Listen at 31:01
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on RSPNeutralNov 5, 2026· Investing Experts
RSP is the largest ETF offering equal-weight S&P 500 exposure.
“RSP is the largest ETF to do it.”
Listen at 31:18
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on RSPPositiveNov 5, 2026· Investing Experts
RSP has recently outperformed as the broader non-mega-cap market remained resilient.
“RSP has been doing very well in comparison because the rest of the market is still okay.”
Listen at 31:50
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on MN ETFPositiveNov 5, 2026· Investing Experts
The MN ETF provides exposure to AI-lab returns through total-return swaps.
“you do get access to all the AI labs through the MN ETF.”
Listen at 34:01
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on Neo-clouds and AI labsNegativeNov 5, 2026· Investing Experts
He recommends not buying neo-clouds or AI labs currently.
“I'm not buying NeoClouds. Uh, I'm, I'm not buying AI labs right now.”
Listen at 37:27
Open the episode · Keep calm, stocks are on sale
on QQQPositiveNov 5, 2026· Investing Experts
Investors should add at least a little when QQQ falls 5% in one day.
“if you're a tech investor or a big index investor, you own the NASDAQ 100, QQQ should never drop 5% a day without you adding at least a little”
Listen at 38:03
Open the episode · Keep calm, stocks are on sale

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.