What podcasts say about Brian Kelly

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

What Brian Kelly has said on podcasts

15 statements · 12 positive · 3 negative

on AI tradeNegativeNov 5, 2026· CNBC's "Fast Money"
The AI trade will need weeks or months to recover.
“It's going to take weeks or months for this thing to kind of come back to life again.”
Listen at 4:21
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on AI-using companiesPositiveNov 5, 2026· CNBC's "Fast Money"
Investors should buy companies using AI intelligence.
“I want to be a buyer of intelligence at this point in time.”
Listen at 4:31
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on AI computePositiveNov 5, 2026· CNBC's "Fast Money"
Demand for AI compute will remain robust despite market pressure.
“I still think that's a trade. I think the demand for intelligence compute is going to be robust.”
Listen at 7:48
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on AI build-outPositiveNov 5, 2026· CNBC's "Fast Money"
AI construction weakness will not persist long term because of national security.
“AI build-out is way too important to national security for this to be a longer-term type of thing.”
Listen at 11:48
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on U.S. government AI bailoutPositiveNov 5, 2026· CNBC's "Fast Money"
The U.S. government should provide an AI industry bailout.
“So why wouldn't you? give a bailout.”
Listen at 12:12
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on AI industryPositiveNov 5, 2026· CNBC's "Fast Money"
An AI bailout may occur within six months.
“I'm talking this may happen six months down the road.”
Listen at 12:29
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on Data CenterNegativeNov 5, 2026· CNBC's "Fast Money"
Data centers will cost more to build in 2027 than today.
“it's going to cost more to build a data center in 27 than it is today.”
Listen at 14:11
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on data-center spendingPositiveNov 5, 2026· CNBC's "Fast Money"
Higher data-center spending would increase GDP and economic growth.
“more spend is more GDP is more economic growth.”
Listen at 14:18
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on Alibaba Group Holding LimitedPositiveNov 5, 2026· CNBC's "Fast Money"
Alibaba is an attractive trade at current levels.
“I think it's a great trade here in Alibaba”
Listen at 23:57
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on blockchain-based financial systemPositiveNov 5, 2026· CNBC's "Fast Money"
Finance will migrate onto blockchain infrastructure.
“finance is going to come on chain. They're going to replumb the entire financial system.”
Listen at 26:08
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on blockchain financial infrastructurePositiveNov 5, 2026· CNBC's "Fast Money"
Blockchain financial infrastructure is a three-to-five-year investment opportunity.
“if you're looking for a next three to five year trade, that's where you want to be”
Listen at 26:35
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on CryptoPositiveNov 5, 2026· CNBC's "Fast Money"
Crypto is being adopted.
“it is being adopted.”
Listen at 27:15
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on CirclePositiveNov 5, 2026· CNBC's "Fast Money"
Circle is on Brian Kelly’s investment list.
“I do think that's on my list.”
Listen at 32:48
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on GoldNegativeNov 5, 2026· CNBC's "Fast Money"
Gold falling to new lows would signal broad market concern.
“If it's baby out with the bathwater type of thing, if gold starts to go lower and starts to head to newer lows, then I'd be very concerned across the board”
Listen at 41:30
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26
on Alibaba Group Holding LimitedPositiveNov 5, 2026· CNBC's "Fast Money"
Brian Kelly recommends Alibaba.
“Alibaba.”
Listen at 42:12
Open the episode · Stocks Drop After Post-Election Rally… And The Future Of The AI Trade 11/5/26

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.