Melissa Otto

Melissa Otto

Person

Heard in 1 episode across 1 show since Sep 2026

Melissa Otto, CFA, is the Global Head of Visible Alpha Research at S&P Global. She leads research and analysis covering U.S. and international companies and is a former institutional equities portfolio manager.

Episodes

1
across 1 show

First heard

Sep 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20261
Oct 20260

What Melissa Otto has said on podcasts

18 statements

  1. on Micron high-bandwidth memory demandPositiveSep 30, 2026· Trader Talk

    Micron’s high-bandwidth-memory demand appears exceptionally strong and durable.

    “what they actually say about their high bandwidth memory demand and the sustainability durability. Which I think is off the charts.”

    Listen at 1:39

    Open the episode · The $3T AI spend, grid bottlenecks, and the indexing trap
  2. on Micron high-bandwidth memory demandPositiveSep 30, 2026· Trader Talk

    Micron’s high-bandwidth-memory demand is exceptionally strong and durable.

    “their high bandwidth memory demand and the sustainability durability. Which I think is off the charts.”

    Listen at 1:41

    Open the episode · The $3T AI spend, grid bottlenecks, and the indexing trap
  3. on Micron valuation multiplePositiveSep 30, 2026· Trader Talk

    Micron could experience valuation multiple expansion similar to Dell’s.

    “Micron could do the same multiple. expansion that we've seen with Dell.”

    Listen at 3:37

    Open the episode · The $3T AI spend, grid bottlenecks, and the indexing trap
See all 18 statements →

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 Melissa Otto, newest first

Melissa Otto · PodLume