What podcasts say about Rachel Waldholz
Every statement, with the speaker, the exact quote and the moment it was said.
What Rachel Waldholz has said on podcasts
32 statements · 14 positive · 12 negative · 2 mixed · 4 neutral
S-1 risk factors help investors assess a company’s risks and business.
“it can obviously as an investor tell you a lot about the business, help you really form your own risk thesis and buy assessment of a particular company.”
Open the episode · Facing Our Investing FearsListen at 3:14
Alphabet’s historical core risk was structural dependence on rivals’ systems.
“Alphabet or Google's core risk was structural.”
Open the episode · Facing Our Investing FearsListen at 3:44
Google used Chrome and Android development to reduce commercial threats.
“in Google's case, they navigated commercial threats by aggressively at the time developing Chrome and Android to control its own destiny.”
Open the episode · Facing Our Investing FearsListen at 7:38
Shopify’s business thesis remains intact despite market concerns.
“I think that's very much the case in the case of Shopify.”
Open the episode · Facing Our Investing FearsListen at 15:12
Shopify is effectively monetizing agentic commerce through its platform.
“they're really doing an exceptional job of continuing to monetize agentic commerce, building that into their platform.”
Open the episode · Facing Our Investing FearsListen at 15:15
Bond yields and bond prices move inversely.
“yields and bond prices, they move in opposite directions.”
Open the episode · Facing Our Investing FearsListen at 19:38
Heavy Treasury and corporate debt supply is forcing yields to multi-decade highs.
“That is what is forcing yields to multi-decade peaks.”
Open the episode · Facing Our Investing FearsListen at 20:28
Higher ten-year Treasury yields push U.S. mortgage rates higher.
“It pushes US mortgage rates up.”
Open the episode · Facing Our Investing FearsListen at 20:43
- on Cash-rich businesses investing in TreasuriesPositiveOct 5, 2026· Motley Fool Hidden Gems Investing
Cash-rich businesses investing reserves in Treasuries benefit from higher yields.
“very cash-rich businesses that are actually parking their capital cushions directly into Treasuries are thriving”
Open the episode · Facing Our Investing FearsListen at 21:00
Eli Lilly and Regeneron will probably benefit from elevated Treasury yields.
“they will over the long run probably benefit from what we're seeing right now.”
Open the episode · Facing Our Investing FearsListen at 21:20
Algorithmic moats currently do not exist in these AI products
“moats don't exist right now”
Open the episode · The Dots Are Here!Listen at 1:49
- on Microsoft, Alphabet's Google, Apple AI toolsNegativeSep 30, 2026· Motley Fool Hidden Gems Investing
Microsoft, Google, and Apple could offer comparable AI tools free in operating systems
“Microsoft, Alphabet's Google, Apple could build these sort of tools into an operating system. For free.”
Open the episode · The Dots Are Here!Listen at 5:58
Deep enterprise integration will likely provide the lasting moat for AI agents
“the real lasting moat's probably going to be those who weave these agents deepest into the enterprise systems”
Open the episode · The Dots Are Here!Listen at 6:24
Dots will not solve OpenAI’s cash burn and profitability problems
“this is not going to be the solution to their cash burn and profitability problems.”
Open the episode · The Dots Are Here!Listen at 6:56
Anthropic’s proposed valuation equals 20 times forward sales at $100 billion revenue
“that $2 trillion valuation comes down to a 20 times forward price-to-sales multiple.”
Open the episode · The Dots Are Here!Listen at 12:07
The IPO window is open for AI companies but narrow for others
“if you're an AI-focused company right now, the window is wide open, I think. But for everyone else, it's narrowed significantly.”
Open the episode · The Dots Are Here!Listen at 17:55
Investors currently reject historical favorable multiples for consumer hardware companies
“investors are not willing to pay the favorable multiples of years gone by for consumer hardware companies.”
Open the episode · The Dots Are Here!Listen at 18:16
Investors demand larger IPO pricing discounts as interest rates rise
“they're demanding wide pricing discounts to offset rising interest rates.”
Open the episode · The Dots Are Here!Listen at 18:28
AI companies will likely retain IPO tailwinds for the foreseeable future
“that will probably remain the case.”
Open the episode · The Dots Are Here!Listen at 19:15
Nvidia’s $150 billion buyback equals roughly 2% of its market capitalization
“it's also only around 2% of its market cap”
Open the episode · When $150 Billion Looks SmallListen at 1:15
Nvidia generates substantial cash flow from the AI infrastructure buildout
“Nvidia is generating generating tremendous amounts of cash flow from the AI infrastructure buildout”
Open the episode · When $150 Billion Looks SmallListen at 1:23
Advanced AI models repeatedly breach secure sandboxes
“advanced AI models, as you noted, from a wide range of labs, as well as the big hyperscalers, that are repeatedly breaching secure sandboxes.”
Open the episode · When $150 Billion Looks SmallListen at 3:15
NVIDIA’s OpenShell and hardware watchdog will quarantine rogue software within milliseconds
“these will help quarantine rogue software within milliseconds.”
Open the episode · When $150 Billion Looks SmallListen at 3:57
Nvidia is trying to establish a universal AI safety standard
“Nvidia is trying to establish a universal industry standard for safety.”
Open the episode · When $150 Billion Looks SmallListen at 4:08
Nvidia holds 13 public stakes, over 200 private stakes, and $20 billion in lease commitments
“Nvidia's balance sheet includes 13 public stakes, over 200 private private stakes, $20 billion in data center lease commitments.”
Open the episode · When $150 Billion Looks SmallListen at 6:13
Slower AI hardware upgrades could sharply slow Nvidia’s growth
“if that happens, you could see companies like NVIDIA face a bit of a cliff, or at least a slowdown in growth”
Open the episode · When $150 Billion Looks SmallListen at 7:02
Defense prototypes or grants do not easily become official military programs
“it's dangerous to assume that a successful high-profile prototype or even a small business innovation research grant's gonna easily convert into an official, you know, military or defense program of record.”
Open the episode · When $150 Billion Looks SmallListen at 15:07
Young defense firms can collapse while waiting years for Pentagon production funding
“There are many young firms that burn through their entire capital reserves and collapse while waiting the 2 to 3 years or more it typically takes for the Pentagon to officially allocate full production funding in the federal budget.”
Open the episode · When $150 Billion Looks SmallListen at 15:17
Anduril has moved beyond the speculative startup phase
“they've definitely moved past the speculative startup phase.”
Open the episode · When $150 Billion Looks SmallListen at 17:33
Anduril is building impressive defense operations
“they're building out some pretty impressive operations from what we can see.”
Open the episode · When $150 Billion Looks SmallListen at 17:36
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.