What podcasts say about Ulrike Hoffmann-Burchardi
Every statement, with the speaker, the exact quote and the moment it was said.
What Ulrike Hoffmann-Burchardi has said on podcasts
15 statements · 8 positive · 7 negative
Strong economic growth is ahead.
“We see strong economic growth ahead.”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 2:24
Global AI capital expenditure will reach $1.2 trillion next year.
“We have AI capex now at 2.5% of US GDP. We see it going higher globally to 1.2 trillion next year.”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 2:41
At least one additional interest-rate hike is ahead.
“We see one more hike ahead.”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 3:08
Rate hikes of 50 to 75 basis points will not derail equities.
“50 basis points or maybe even 75 are not going to derail.”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 3:39
The AI capital-expenditure boom may be larger than currently estimated.
“The AI CapEx boom, we may still underestimate.”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 4:01
Robotics is making massive progress.
“we also see massive progress in robotics.”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 4:20
Large AI breakthrough returns make spending difficult to slow.
“the breakthroughs that we are seeing and the ROI of those is so large. that it's very difficult to slow the spend.”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 5:12
Humanoid robots will perform more tasks at lower cost.
“when we have now humanoids that are going to be able to do many more tasks, much more cheaply”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 5:21
AI agents could disrupt the Internet like AI coding disrupted software.
“we think something similar could happen with agents to the Internet.”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 7:38
Current large-cap market leaders may not win over the next decade.
“these large-cap names that have dominated the markets for so long, in our view, are not necessarily the winners for the next decade.”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 7:44
Investors should favor the physical economy over the digital economy.
“We think you should be invested in atoms over bits”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 7:58
The current dominant companies are unlikely to dominate the next technology wave.
“It's very unlikely that the same names are going to be the ones that are dominant in a new wave of technology disruption.”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 8:14
Russian subconventional activity will increase.
“the Russian subconventional activity will increase.”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 22:51
Russian hybrid activities will continue, increase, and become bolder.
“these activities will continue, they will increase, they will be more and more sort of bold.”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 25:02
Russian hybrid operations could cause serious civilian casualties in Latvia.
“this can lead to serious, serious civilian casualties in our country.”
Open the episode · Bloomberg Surveillance TV: September 21st, 2026Listen at 25:36
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.