John Belton
PersonHeard in 1 episode across 1 show since Sep 2026
John Belton is a portfolio manager at Gabelli Funds, where he focuses on investments in the media, internet and telecommunications sectors. He began his career as a research analyst at Evercore ISI and holds an MBA with Honors from Columbia Business School.
Episodes
First heard
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Episodes per month
Public PodLume episodes featuring it, over the last year.
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| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 1 |
| Oct 2026 | 0 |
What John Belton has said on podcasts
26 statements
Slowing AI infrastructure investment may reduce overbuilding and bubble risk.
“it maybe manages some of the risk of overbuilding, some of the bubble risk that comes with a technology that grows at this pace.”
Open the episode · The AI panic, tech concentration, and Nvidia windfallsListen at 5:40
A slower AI infrastructure build could extend higher earnings for supply-chain companies.
“It means earnings higher for longer, which could actually be good for a lot of the companies in the supply chain.”
Open the episode · The AI panic, tech concentration, and Nvidia windfallsListen at 5:55
Market concentration is rational because leading companies have the strongest earnings and growth.
“there's also a big concentration of earnings. So I think the concentration to me seems actually quite rational by the market.”
Open the episode · The AI panic, tech concentration, and Nvidia windfallsListen at 9:44
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.
Episodes
1 episode featuring John Belton, newest first
