What podcasts say about Max Guckman

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

What Max Guckman has said on podcasts

9 statements · 8 positive · 1 neutral

on Franklin Templeton AI deploymentPositiveAug 28, 2026· Bloomberg Tech
Franklin Templeton is seeing meaningful productivity gains from AI deployment.
“we are seeing meaningful productivity gains.”
Listen at 8:28
Open the episode · Fed Focus, Anthropic Victory and PayPal Deal Bust
on Franklin Templeton agentic AI coworkerPositiveAug 28, 2026· Bloomberg Tech
Franklin Templeton’s agentic AI coworker performs analyst-like investment tasks.
“We have an agentic coworker that sits with me in our investment committee and works just like an analyst, except an analyst that has perfect recall, that's able to synthesize data in real time and help us make better investment decisions.”
Listen at 8:30
Open the episode · Fed Focus, Anthropic Victory and PayPal Deal Bust
on AI analyst toolsPositiveAug 28, 2026· Bloomberg Tech
AI is currently supplementing rather than replacing analysts.
“I would say it's much more supplementing at this point.”
Listen at 9:01
Open the episode · Fed Focus, Anthropic Victory and PayPal Deal Bust
on AI capital expenditure financingNeutralAug 28, 2026· Bloomberg Tech
Most marginal additional AI capital expenditure is debt-funded.
“most of the marginal extra CapEx is getting funded through debt.”
Listen at 10:20
Open the episode · Fed Focus, Anthropic Victory and PayPal Deal Bust
on AI SpendingPositiveAug 28, 2026· Bloomberg Tech
Investor underwriting of AI capital expenditure is a healthy market development.
“I think it's a very healthy development. It's investors actually underwriting the spend.”
Listen at 10:53
Open the episode · Fed Focus, Anthropic Victory and PayPal Deal Bust
on AI SpendingPositiveAug 28, 2026· Bloomberg Tech
AI capital expenditure should be tied to consumer demand and measurable returns.
“We need to start tying it to consumer demand. We need to understand how is that capex going to drive the ROI of AI.”
Listen at 11:16
Open the episode · Fed Focus, Anthropic Victory and PayPal Deal Bust
on Semiconductor supply chainsPositiveAug 28, 2026· Bloomberg Tech
Franklin Templeton favors semiconductor suppliers in the AI investment chain.
“So we really like the chips and shovels trade.”
Listen at 11:27
Open the episode · Fed Focus, Anthropic Victory and PayPal Deal Bust
on SK Hynix, Samsung, and TSMCPositiveAug 28, 2026· Bloomberg Tech
SK Hynix, Samsung, and TSMC are preferred AI supply-chain investments.
“It's SK Hynix, it's Samsung, it's TSMC.”
Listen at 11:44
Open the episode · Fed Focus, Anthropic Victory and PayPal Deal Bust
on AI SpendingPositiveAug 28, 2026· Bloomberg Tech
Nvidia’s earnings indicate AI spending will remain durable for several quarters.
“a real indication that AI spending is durable and persistent, really going out several quarters.”
Listen at 36:49
Open the episode · Fed Focus, Anthropic Victory and PayPal Deal Bust

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.