What podcasts say about Paisley Nardini

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

What Paisley Nardini has said on podcasts

37 statements · 18 positive · 12 negative · 7 neutral

on Prediction marketPositiveOct 18, 2026· Excess Returns
Prediction markets can provide valuable, unbiased, adaptive information for investors.
“these prediction markets can actually be a very valuable, unbiased, adaptive source of information for investors to rely on”
Listen at 13:16
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Future growth-driving companiesNeutralOct 18, 2026· Excess Returns
Investors currently do not know many future growth-driving companies.
“we probably aren't even aware of some of the most important companies that will drive growth in our industry five years forward, 10 years forward today”
Listen at 15:46
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on AI agentsNegativeOct 18, 2026· Excess Returns
First movers in AI agents typically lack a lasting advantage.
“first movers typically don't have the advantage”
Listen at 17:11
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on AI investment exposurePositiveOct 18, 2026· Excess Returns
Diversification is generally the best response to uncertain AI leadership.
“Diversification is usually your best friend here.”
Listen at 17:28
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Market leadershipNeutralOct 18, 2026· Excess Returns
Market leadership has historically been cyclical.
“the leaders have always been cyclical as well”
Listen at 20:01
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Hyperscalers' debtNegativeOct 18, 2026· Excess Returns
Hyperscalers are taking on more debt than ever before.
“we have these hyperscalers taking out more debt than they ever have”
Listen at 20:25
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on AI financing issuanceNegativeOct 18, 2026· Excess Returns
Issuance associated with AI financing reached about $450 billion year to date.
“we've seen about 450 billion of issuance year to date through the end of the third quarter”
Listen at 20:46
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Equity-market drawdownsNegativeOct 18, 2026· Excess Returns
Typical annual equity-market drawdowns range from 10% to 15%.
“a typical drawdown in any calendar year is anywhere from, say, 10% to 15%”
Listen at 22:50
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on BondsNegativeOct 18, 2026· Excess Returns
Bonds have failed to diversify equity risk since 2022.
“Bonds have not diversified equity risk since 2022.”
Listen at 24:17
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on BondsPositiveOct 18, 2026· Excess Returns
Bonds may currently be more attractive than during the prior 15-plus years.
“Bonds might look more attractive now than they have for the last 15 plus years.”
Listen at 24:30
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Buy-the-dip strategyPositiveOct 18, 2026· Excess Returns
Buying market dips continues to work in the current environment.
“the buy the dip mentality continues to work”
Listen at 25:52
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Market risksNegativeOct 18, 2026· Excess Returns
Future market risks will emerge suddenly and produce rapid, sharp declines.
“these risks are going to come out of nowhere, and they're going to be quick, and they're going to be sharp”
Listen at 26:41
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Fast-moving market conditionsNeutralOct 18, 2026· Excess Returns
Fast-moving market conditions will likely persist for some time.
“for the foreseeable, I think just given the environment. The world that we live in, I think, will probably be in this environment for some time.”
Listen at 27:53
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Stock-market leadershipNeutralOct 18, 2026· Excess Returns
Stock-market leaders over the next five years will likely differ from recent leaders.
“the top performers over the next five years in the stock market are likely not going to be the same stocks that led us here over the last five years”
Listen at 28:36
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Market valuationsNeutralOct 18, 2026· Excess Returns
Current market valuations are approximately 19–20 times earnings.
“I think we're looking at around 19, 20 times earnings”
Listen at 29:09
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Market valuation multiplesPositiveOct 18, 2026· Excess Returns
Current valuation multiples are less alarming than in 1999.
“The multiples have compressed to a level that I think is not flashing red like it was in 1999.”
Listen at 30:04
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on AI tradeNegativeOct 18, 2026· Excess Returns
An AI bubble could emerge if AI earnings growth slows.
“the answer to that could be yes”
Listen at 30:30
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Technology companiesPositiveOct 18, 2026· Excess Returns
Technology-company profitability is stronger now than in 1999.
“we're in a much. better place today than we were back then”
Listen at 31:23
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Small-cap stocksNegativeOct 18, 2026· Excess Returns
Forty percent of small-cap stocks currently have negative earnings.
“Today, that number is 40% of small cap stocks have negative earnings.”
Listen at 33:24
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Interest rateNegativeOct 18, 2026· Excess Returns
Interest rates are currently much higher than over the prior 15 years.
“rates are much higher today than they have been over the last 15 years”
Listen at 34:54
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Small-cap exposurePositiveOct 18, 2026· Excess Returns
Investors should apply quality screens to small-cap exposure.
“making sure you have a quality screen”
Listen at 35:15
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on AI bottleneck search interestPositiveOct 18, 2026· Excess Returns
Search interest in AI bottlenecks has likely surged.
“the amount of instances of searching for AI bottleneck I'm sure has skyrocketed”
Listen at 36:08
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on AI supply chain bottlenecksPositiveOct 18, 2026· Excess Returns
Excess demand over supply creates pricing power.
“If there's more demand than supply, you have pricing power.”
Listen at 36:35
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on semiconductorsNeutralOct 18, 2026· Excess Returns
Semiconductor companies are highly cyclical.
“semiconductors in particular, are very cyclical in nature”
Listen at 38:09
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on AI investment exposurePositiveOct 18, 2026· Excess Returns
Diversifying AI exposure across supply-chain companies can benefit portfolios.
“I actually think that can be beneficial from the portfolio”
Listen at 39:27
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Market leadership successionNeutralOct 18, 2026· Excess Returns
Capitalism requires market leadership to pass between companies.
“there has to be this handing of the baton”
Listen at 41:48
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on Real assets and inflation-linked exposuresNegativeOct 18, 2026· Excess Returns
Most portfolios substantially under-own real assets and inflation-linked exposures.
“having real asset exposure, exposure to energy, commodities, infrastructure, things that are inflation-tethered are woefully under-owned in most portfolios”
Listen at 42:42
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on U.S. infrastructurePositiveOct 18, 2026· Excess Returns
The United States now must address its infrastructure underinvestment.
“we are coming due and having to address this issue”
Listen at 44:00
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on U.S. economic dominanceNegativeOct 18, 2026· Excess Returns
U.S. economic dominance requires supporting infrastructure.
“it's hard to see how we can do that while not having any supplier infrastructure behind the companies, the roads, the manufacturing plants, the oil refineries, et cetera, that we have here in the US”
Listen at 44:58
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?
on ClaudePositiveOct 18, 2026· Excess Returns
Claude helps organize and structure her investment research and views.
“Claude has been kind of my research support tool that just really helps compartmentalize a lot of my views”
Listen at 46:34
Open the episode · The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen?

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.