What podcasts say about Wolf Richter
Every statement, with the speaker, the exact quote and the moment it was said.
What Wolf Richter has said on podcasts
32 statements · 10 positive · 21 negative · 1 neutral
Declining corporate spending would signal an approaching recession.
“When that starts declining, that's when I start seeing a recession on the horizon.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 0:48
AI-related technology companies are experiencing extreme valuations.
“the AI-related tech companies, they're on an extreme... valuation binge.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 4:22
The economy is currently running hot based on second-quarter GDP.
“The economy is running hot in second quarter GDP”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 5:42
Higher nominal growth and inflation can help manage federal debt.
“the way to do this is with higher nominal economic growth and much higher inflation.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 8:39
Inflation should remain above the Federal Reserve’s two-percent target.
“two to three to five percent per year instead of two percent.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 8:48
A recession would magnify existing federal debt problems.
“if that ever stops that nominal economic growth, if you have a recession. And that thing goes down, you know, then we have a huge problem.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 12:30
Policymakers are trying to prevent recession by keeping the economy hot.
“They're trying to avoid a recession at all costs. They're trying to keep the economy running hot.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 12:46
An AI investment bubble will eventually begin to collapse.
“When the AI bubble, the investment bubble, when that starts blowing up”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 14:10
A severe stock-price decline would reduce spending and signal recession risk.
“when they come down so hard that people slow down their spending, that would be another sign.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 14:38
A recession would require slower AI spending and a sharp AI-stock sell-off.
“slow down in ai spending combined with a sharp sell-off i've been talking major sell-off of these ai stocks”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 15:57
AI-related stocks could decline by 80–90 percent in a downturn.
“You can have these stocks go down by 80 or 90 percent.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 16:17
A major AI-stock sell-off could trigger corporate spending declines and recession.
“Major sell-off in these AI stocks. And I'm talking a lot and triggering a big decline in spending in the corporate sector. And we will have a recession.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 16:53
San Francisco home prices are currently rising sharply.
“home prices are spiking in San Francisco again.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 19:47
AI’s revenue model is currently highly uncertain.
“the revenue model for AI It's completely uncertain.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 23:03
Consumers will not pay enough to justify AI investments.
“the consumers aren't going to pay for that.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 23:16
AI-generated revenue is unlikely to cover total AI investment.
“There just isn't enough revenue out there in all likelihood to pay for all these AI investments.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 26:29
An AI downturn could be worse than the dot-com bust.
“I think this has a good chance of being worse than the dot-com bust.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 31:00
- on AI boom-related construction and equipment activityNegativeOct 14, 2026· Thoughtful Money with Adam Taggart
Construction and equipment activity will decline when the AI boom ends.
“that won't be happening when when when the boom stops”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 34:27
The lower 70 percent’s economic position is improving, though more slowly.
“the lower 70% of you want to carve that out, that's not going down. It's going up”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 37:28
The labor market is tight, companies are hiring, and wages are rising.
“The economy in that respect gives kind of a confusing picture because we have a pretty tight labor market and we have companies that are looking for people. Wages are going up.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 43:00
Credit-card delinquencies are currently low and not economically problematic.
“the credit card delinquencies are low. They're not a problem.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 50:03
Inflation, rather than consumer weakness, is the economy’s main problem.
“Our problem is inflation and consumers being pissed off about inflation”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 53:59
The current affordability crisis is concentrated in housing.
“There is an affordability crisis, but it's in housing.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 57:39
Lower home prices are necessary to resolve housing unaffordability.
“The solution to that is lower home prices.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 57:50
Stable or falling home prices plus rising wages eventually restore affordability.
“Eventually. affordability re-establishes that way, it takes a long time.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 59:43
The stock market is currently extremely speculative.
“I consider the stock market incredibly speculative right now.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 1:04:03
Investors should avoid AI-related corporate bonds.
“I'm staying 100 miles away from AI bonds.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 1:05:11
Bonds have become a valid investment option after two decades.
“bonds are now, I think, a valid investment option that they haven't been in 20 years.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 1:06:01
Individual stocks could fall by 80–90 percent during a downturn.
“your own stocks may go down 80% or 90% or advantage.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 1:07:59
Wolf Richter currently holds no stocks because he considers them unsuitable.
“at this point, I just think stocks are not for me. I'm out of it completely.”
Open the episode · When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf RichterListen at 1:08:03
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.