NB
Episodes
2
across 1 show
First heard
Sep 2026
Guest appearances
1
Episodes per month
Public PodLume episodes featuring it, over the last year.
1
1
Show the data
| Month | Episodes |
|---|---|
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 1 |
| Oct 2026 | 1 |
| Nov 2026 | 0 |
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What Nick Baltas has said on podcasts
22 statements
“about half of the stocks in S&P 500 have a negative beta to the index”
Open the episode · SI419: What Happens When AI Starts Building the Portfolio ft. Nick BaltasListen at 2:39
AI dominance is creating an internal index and reducing correlations among remaining stocks.
“The AI dominance is effectively building its own kind of many index within the index, and all the rest are becoming less correlated to it.”
Open the episode · SI419: What Happens When AI Starts Building the Portfolio ft. Nick BaltasListen at 3:03
AI dominance is creating an internal index and reducing correlations among remaining stocks.
“The AI dominance is effectively building its own kind of many index within the index, and all the rest are becoming less correlated to it.”
Open the episode · SI419: What Happens When AI Starts Building the Portfolio ft. Nick BaltasListen at 3:03
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
2 episodes featuring Nick Baltas, newest first
