What podcasts say about Jim Zelter
Every statement, with the speaker, the exact quote and the moment it was said.
What Jim Zelter has said on podcasts
12 statements · 9 positive · 2 negative · 1 neutral
Mainstream sports are unlikely to be disrupted by AI.
“that's probably unlikely going to get disrupted.”
Open the episode · Bloomberg Surveillance TV: September 16th, 2026Listen at 20:35
Sports franchises offer exceptionally low loan-to-value lending opportunities.
“the loan to value is exceptionally low that you can make a loan at versus other comparative industries.”
Open the episode · Bloomberg Surveillance TV: September 16th, 2026Listen at 21:22
Sports-franchise loans typically represent 10–20% of asset value versus 50–70% elsewhere.
“You're loaning 10, 15, 20 cents on the dollar of value versus other industries, 50, 60, 70.”
Open the episode · Bloomberg Surveillance TV: September 16th, 2026Listen at 21:30
The unprecedented AI CapEx cycle will require every major financing source.
“The scale of this CapEx cycle is unprecedented. It's going to take any and all precincts, equity, public equity, private equity, private capital, investment-grade debt, and everything else in between.”
Open the episode · Bloomberg Surveillance TV: September 16th, 2026Listen at 22:40
Broadcom and similar companies are performing well regardless of the LLM winner.
“companies like Broadcom and the others are doing very, very well, notwithstanding who's the winner of the LLM race.”
Open the episode · Bloomberg Surveillance TV: September 16th, 2026Listen at 24:00
Apollo will continue pursuing financing opportunities with OpenAI and Anthropic.
“there's certainly financing opportunities for OpenAI and Anthropic that we want to certainly be front and center in, and we have been, and we will continue to do so.”
Open the episode · Bloomberg Surveillance TV: September 16th, 2026Listen at 24:47
AI equity investing offers convexity and tolerates high concentration.
“The equity, you have massive convexity. You don't mind getting very, very concentrated.”
Open the episode · Bloomberg Surveillance TV: September 16th, 2026Listen at 25:05
No single asset class can finance all AI companies’ capital needs.
“there's no one asset class that's large enough to fulfill the aspirations of all these companies.”
Open the episode · Bloomberg Surveillance TV: September 16th, 2026Listen at 26:08
Large-scale capital access is a competitive advantage.
“having access to capital in scale is certainly a competitive advantage.”
Open the episode · Bloomberg Surveillance TV: September 16th, 2026Listen at 27:14
The economy and market have remained resilient despite high rates and oil prices.
“This economy and market have been resilient.”
Open the episode · Bloomberg Surveillance TV: September 16th, 2026Listen at 28:10
Higher capital costs are not currently slowing the economy.
“We're not seeing it right now.”
Open the episode · Bloomberg Surveillance TV: September 16th, 2026Listen at 28:39
Financing costs narrowing the CapEx cycle are a macro concern for investors.
“it's certainly a macro concern that investors have to think about.”
Open the episode · Bloomberg Surveillance TV: September 16th, 2026Listen at 28:49
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.