What podcasts say about Leo Nelissen

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

What Leo Nelissen has said on podcasts

39 statements · 29 positive · 8 negative · 1 mixed · 1 neutral

on Interest rates and oil pricesPositiveNov 4, 2026· Investing Experts
Falling rates and oil prices may support broader economic growth.
“the market is now saying, okay, we may go back to a scenario where the economy is broadening again because rates are coming down, all prices are coming down, which is a good thing for the economy.”
Listen at 5:25
Open the episode · Investing lately? It's tricky! How to move past fear and uncertainty
on AI data-center buildoutNegativeNov 4, 2026· Investing Experts
Leo rejects expectations of a major slowdown in AI data-center construction.
“We think it's complete nonsense to expect a big slowdown in the AI data center built out.”
Listen at 7:05
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on Big tech companies' data-center spendingPositiveNov 4, 2026· Investing Experts
Big tech companies will spend hundreds of billions on data centers next year and afterward.
“these big tech companies, they know they're going to spend hundreds and hundreds of billions next year and more after that.”
Listen at 7:24
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on Off-grid data centersPositiveNov 4, 2026· Investing Experts
Off-grid data centers may supply excess energy to residential customers.
“if they produce more energy than they need. and deliver to residential customers. That's one way to do it.”
Listen at 7:42
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on AI-related market pricingMixedNov 4, 2026· Investing Experts
The market has overreacted to AI and will rebalance over time.
“we also think the market has overreacted on the AI end, and we will see some balancing over the next few weeks, months, or longer term.”
Listen at 8:16
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on Comfort SystemsPositiveNov 4, 2026· Investing Experts
Comfort Systems USA remains attractive because data-center construction continues.
“And that's a company I like because the build-out is still happening. We still need these engineering companies.”
Listen at 9:28
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on Comfort SystemsPositiveNov 4, 2026· Investing Experts
Leo likes Comfort Systems USA at its current valuation.
“So I like them at current valuations.”
Listen at 9:52
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on VertivPositiveNov 4, 2026· Investing Experts
Vertiv is a strong stock benefiting from data-center cooling demand.
“The same Vertif is a great stock, data center cooling.”
Listen at 9:56
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on Midstream and pipeline stocksPositiveNov 4, 2026· Investing Experts
Recent selloffs create an opportunity for income investors to invest.
“And I think this is a great opportunity, for example, for income investors to put some money to work.”
Listen at 11:04
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on LandBridgePositiveNov 4, 2026· Investing Experts
LandBridge is Leo's largest investment.
“And personally, my biggest investment in general is Landbridge”
Listen at 11:16
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on LandBridgePositiveNov 4, 2026· Investing Experts
LandBridge's off-grid data-center projects will not be canceled.
“These plants are not getting scrapped, especially not off-grid plants.”
Listen at 12:01
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on LandBridgePositiveNov 4, 2026· Investing Experts
Leo has become more bullish on LandBridge after the election news.
“So that's why I'm actually more bullish on LandBridge than I was yesterday”
Listen at 12:09
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on Semiconductor capacityNegativeNov 4, 2026· Investing Experts
Semiconductor capacity will remain constrained for two more years.
“the capacity is still expected to be in shortage for two more years.”
Listen at 13:28
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on Semiconductor pricesNegativeNov 4, 2026· Investing Experts
Semiconductor prices will eventually fall sharply when supply returns.
“prices of semiconductors will probably plummet by quite a bit, by a lot.”
Listen at 14:03
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on Semiconductor stocksNegativeNov 4, 2026· Investing Experts
Leo sees little long-term investment appeal in semiconductor stocks.
“I don't see the long-term appeal in these semiconductor stocks.”
Listen at 14:46
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on HyperscalersPositiveNov 4, 2026· Investing Experts
Hyperscalers offer attractive opportunities within technology.
“What I do see in the technology sector is opportunities in hyperscalers.”
Listen at 14:49
Open the episode · Investing lately? It's tricky! How to move past fear and uncertainty
on Amazon and Google sharesNegativeNov 4, 2026· Investing Experts
Amazon and Google shares fell after earnings.
“Amazon, for example, sold off just, I think it was slightly more than, or even 2% after earnings. And Google sold off 13%.”
Listen at 15:39
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on AmazonPositiveNov 4, 2026· Investing Experts
Amazon can largely fund data-center expansion through operating cash flow.
“Amazon is one of these companies that can mostly fund the build-out using operational cash flow”
Listen at 16:03
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on AmazonPositiveNov 4, 2026· Investing Experts
Leo is very bullish on Amazon, a top-four portfolio holding.
“Amazon is a top four position of mine. Very bullish on it.”
Listen at 17:30
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on AmazonPositiveNov 4, 2026· Investing Experts
Leo is very bullish on Amazon.
“Very bullish on it.”
Listen at 17:33
Open the episode · Investing lately? It's tricky! How to move past fear and uncertainty
on Economic growthPositiveNov 4, 2026· Investing Experts
Economic growth is returning and broadening across sectors.
“economic growth is coming back, is broadening”
Listen at 18:22
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on Trucking companiesPositiveNov 4, 2026· Investing Experts
Trucking capacity reductions preserve pricing power and support prices.
“the trucking companies, they reduce capacity a lot just to preserve pricing power. And that's very bullish for pricing”
Listen at 18:44
Open the episode · Investing lately? It's tricky! How to move past fear and uncertainty
on Major public North American railroadsPositiveNov 4, 2026· Investing Experts
Leo is bullish on all five major public North American railroads.
“For me, there are two. On the one hand, you have railroads. There are five. major public railroads in North America. I'm bullish on all of them.”
Listen at 19:49
Open the episode · Investing lately? It's tricky! How to move past fear and uncertainty
on Major North American public railroadsPositiveNov 4, 2026· Investing Experts
Leo is bullish on all five major North American public railroads.
“I'm bullish on all of them.”
Listen at 19:57
Open the episode · Investing lately? It's tricky! How to move past fear and uncertainty
on Union PacificPositiveNov 4, 2026· Investing Experts
Union Pacific's merger could benefit economic reshoring.
“Union Pacific is working on a merger that could create the first transcontinental railroad in the US, which is very bullish for economic onshoring”
Listen at 20:02
Open the episode · Investing lately? It's tricky! How to move past fear and uncertainty
on Union PacificPositiveNov 4, 2026· Investing Experts
Union Pacific's proposed merger would support economic reshoring by improving speed.
“which is very bullish for economic onshoring because it's faster.”
Listen at 20:07
Open the episode · Investing lately? It's tricky! How to move past fear and uncertainty
on CPKC networkPositiveNov 4, 2026· Investing Experts
CPKC connects Canada, the United States, and Mexico through one network.
“Companies like CPKC, Canadian Pacific, Kansas City owns the only network. connects all North American countries, Canada, U.S. and Mexico.”
Listen at 20:16
Open the episode · Investing lately? It's tricky! How to move past fear and uncertainty
on Old Dominion FreightlinePositiveNov 4, 2026· Investing Experts
Old Dominion Freight Line is by far the most efficient U.S. less-than-truckload company.
“they are the most efficient less than truckload company in the US by far.”
Listen at 21:08
Open the episode · Investing lately? It's tricky! How to move past fear and uncertainty
on Old Dominion FreightlinePositiveNov 4, 2026· Investing Experts
Old Dominion has 35% excess capacity.
“they have 35% excess capacity”
Listen at 22:07
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on Old Dominion FreightlinePositiveNov 4, 2026· Investing Experts
Old Dominion gains market share when competitors face excess demand.
“And that's where Altominion starts to gain market share.”
Listen at 22:34
Open the episode · Investing lately? It's tricky! How to move past fear and uncertainty

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.