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Mike Leibowitz

Person

Heard in 7 episodes across 1 show since Sep 2026

Mike Leibowitz is an investment strategist and financial writer associated with RIA Advisors, where he focuses on portfolio management, market analysis, and investment research.

Episodes

7
across 1 show

First heard

Sep 2026

Guest appearances

2

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 20265
Oct 20262

What Mike Leibowitz has said on podcasts

34 statements

  1. on Rising interest rates and non-AI companiesNegativeSep 26, 2026· Thoughtful Money with Adam Taggart

    Rising rates will hurt most companies not yet benefiting significantly from AI, causing layoffs.

    “ultimately rates went out, right? If rates just keep going up, ultimately they went out because most companies that are not involved, that are not reaping the benefits of AI, which is almost every company, right? I mean, there are very few that are really profiting right now, generating significant revenue from AI are going to suffer. And that's where layoffs occur.”

    Listen at 14:45

    Open the episode · Market Starting To Crack Under High Bond Yields? | WMR 9 24 26
  2. on AI data-center buildoutMixedSep 26, 2026· Thoughtful Money with Adam Taggart

    AI data-center construction has limited employment impact but significantly boosts reported GDP.

    “A lot of it is just due to AI data center build out, which is very small. And it's not really impacting that many people, but it is showing up in the bottom line pretty significantly.”

    Listen at 15:27

    Open the episode · Market Starting To Crack Under High Bond Yields? | WMR 9 24 26
  3. on Telecom fiber-optic buildoutMixedSep 26, 2026· Thoughtful Money with Adam Taggart

    Telecom fiber-optic investments eventually generated revenue but bankrupted many investing companies.

    “It's the telecom fiber optic build out all over again that these companies spent a ton of money. And the revenue from that ultimately came. And those investments by those companies, many of which are bankrupt today, laid the groundwork for what we have today for this whole Internet network and ultimately for AI.”

    Listen at 18:58

    Open the episode · Market Starting To Crack Under High Bond Yields? | WMR 9 24 26
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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.

Episodes

7 episodes featuring Mike Leibowitz, newest first

See all 7 episodes →