What podcasts say about Matthew Palazola

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

What Matthew Palazola has said on podcasts

12 statements · 7 positive · 3 negative · 2 neutral

on Berkshire Hathaway investment strategyNeutralOct 14, 2026· Bloomberg Intelligence
Bending Spoons represents a departure from Berkshire Hathaway’s normal investment playbook.
“definitely a departure from their normal playbook.”
Listen at 12:35
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down Results
on Berkshire Hathaway homebuilder investmentsPositiveOct 14, 2026· Bloomberg Intelligence
Berkshire Hathaway’s homebuilder investments reflect a long-term housing-shortage thesis.
“long-term housing supply shortage is a thesis for Berkshire.”
Listen at 14:46
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down Results
on Berkshire Hathaway backingPositiveOct 14, 2026· Bloomberg Intelligence
Berkshire Hathaway’s backing remains highly influential to investee companies.
“having that kind of partner you know behind you i think still carries a lot of weight”
Listen at 15:26
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down Results
on ProgressivePositiveOct 14, 2026· Bloomberg Intelligence
Markets likely undervalue Progressive’s market-share gains at attractive margins.
“markets probably underappreciating the fact that they are gaining a ton of market share at attractive margins.”
Listen at 16:07
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down Results
on NetflixNegativeOct 14, 2026· Bloomberg Intelligence
Netflix’s job cuts confirm concerns about slowing growth.
“this job cut exactly confirms those fears.”
Listen at 19:53
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down Results
on Netflix strategyNeutralOct 14, 2026· Bloomberg Intelligence
Netflix’s strategic focus is shifting from subscriber growth toward profitability.
“away from subscribers to really profitability.”
Listen at 20:34
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down Results
on YouTube U.S. TV viewing shareNegativeOct 14, 2026· Bloomberg Intelligence
YouTube’s share of U.S. television viewing has been falling.
“their share of total us tv viewing time has been falling and so that's what's really disconcerting”
Listen at 22:43
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down Results
on NetflixPositiveOct 14, 2026· Bloomberg Intelligence
Netflix remains the dominant streaming service by subscribers.
“Netflix still dominates, Stacey, when it comes to, you know, obviously subscribers.”
Listen at 22:59
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down Results
on Netflix profitabilityPositiveOct 14, 2026· Bloomberg Intelligence
Netflix leads streaming competitors in profitability and operating margin.
“here Netflix kind of leads, definitely. They do have, you know, strong profits, strong operating margin.”
Listen at 23:22
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down Results
on Apple AI-device competitive moatPositiveOct 14, 2026· Bloomberg Intelligence
Apple’s lawsuit is intended to protect its competitive moat in AI devices.
“this is about Apple trying to protect its moat”
Listen at 29:40
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down Results
on AI-device patent litigationNegativeOct 14, 2026· Bloomberg Intelligence
Proprietary AI-device patents could trigger a wave of litigation among technology companies.
“I think once you get into proprietary patents, we could see a wave of litigation taking place over the next few years between these companies.”
Listen at 32:43
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down Results
on Apple–OpenAI lawsuitPositiveOct 14, 2026· Bloomberg Intelligence
Apple and OpenAI are highly likely to settle after the preliminary-injunction hearing.
“I think a settlement could be highly likely after this hearing.”
Listen at 33:34
Open the episode · BofA Shares Tumble After Fines, Weak Trading Drag Down Results

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.