What podcasts say about Jonathan Curtis

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

What Jonathan Curtis has said on podcasts

15 statements · 12 positive · 1 mixed · 2 neutral

on Technological innovationPositiveOct 23, 2026· Barron's Streetwise
Innovation will accelerate substantially over the next five years and decades.
“The rate and pace of innovation in the next 30 to 40 years or in the next five years is going to look a lot different, a lot faster than what we saw for the past 34 years.”
Listen at 0:01
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on U.S. stock marketPositiveOct 23, 2026· Barron's Streetwise
The broad market is not currently expensive.
“I do not think the markets are expensive right now.”
Listen at 14:59
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on Technological changePositiveOct 23, 2026· Barron's Streetwise
The long-term outcome of technological change will be substantially better.
“The end state, I think, is a much better state.”
Listen at 15:26
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on Technological changeMixedOct 23, 2026· Barron's Streetwise
Technological change will alter and eliminate jobs, requiring new skills.
“Jobs will be changed. Jobs will be lost. People will have to build new skills.”
Listen at 15:44
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on Technological innovationPositiveOct 23, 2026· Barron's Streetwise
Innovation will produce flying cars, healthcare solutions, and much more efficient businesses.
“We're going to get flying cars. We are going to solve problems in health care. We are going to run businesses dramatically more efficiently”
Listen at 16:54
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on AI-driven innovationPositiveOct 23, 2026· Barron's Streetwise
AI-driven innovation will generate a productivity shock and faster growth.
“we're going to get this productivity shock, faster growth, faster earnings growth”
Listen at 17:50
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on Tech industryPositiveOct 23, 2026· Barron's Streetwise
Technology companies will be AI’s earliest and most effective users.
“The first and best user of AI is not going to be the healthcare sector, the financial services sector. It's going to be the tech sector.”
Listen at 18:15
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on Robinhood Markets, Inc.PositiveOct 23, 2026· Barron's Streetwise
Robinhood is using AI powerfully to gain market share.
“Robinhood, you know, they use technology, but they're really not a tech company per se, but they're using AI in a powerful way to take market share.”
Listen at 19:24
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on SK INIX, Samsung, Micron memory capacityNeutralOct 23, 2026· Barron's Streetwise
SK Hynix, Samsung, and Micron will add memory capacity in 2028–2029.
“in 2028, 2029, SK INIX, Samsung, Micron will all bring on incremental memory capacity.”
Listen at 20:22
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on Semiconductor memoryPositiveOct 23, 2026· Barron's Streetwise
Strong demand will absorb new memory capacity quickly, supporting margins and pricing.
“that memory incremental capacity will be consumed much faster than investors appreciate. So the gross margin trajectory will look better and the pricing will be firmer than the market appreciates.”
Listen at 20:55
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on memory cyclePositiveOct 23, 2026· Barron's Streetwise
Market pessimism about the memory cycle is excessive.
“the bearishness around The impact of the memory cycle is a little too excessive.”
Listen at 21:08
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on AI in financePositiveOct 23, 2026· Barron's Streetwise
AI will make finance professionals work faster and produce higher-quality work.
“they're going to be expanding their scope. They're going to be working faster. They're going to be doing higher quality work.”
Listen at 21:42
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on AI in financeNeutralOct 23, 2026· Barron's Streetwise
AI will reduce finance professionals’ time spent on notes and detailed financial models.
“they will be spending less time at their desks writing earnings notes and going through the nick noity details of building financial models”
Listen at 22:19
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on use-AI companiesPositiveOct 23, 2026· Barron's Streetwise
Markets have not priced in companies benefiting from AI adoption.
“That use AI bucket is so interesting right now. It is not priced in.”
Listen at 25:02
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on AI-adopting companiesPositiveOct 23, 2026· Barron's Streetwise
Investors can profit from overlooked AI adopters in services and healthcare.
“you can make a lot of money in a serial company or a financial services company. or a healthcare company where people think they're going to get run over”
Listen at 25:23
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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.