Ben Reitzes
Head of technology research at Melius Research, offering perspective on software, AI disruption, and the outlook for enterprise software stocks.
Top 5 podcasts with Ben Reitzes
Ranked by the Snipd community
10 snips
Dec 9, 2025 • 43min
SOTS 2nd Hour: Nvidia's China Concessions, Fedspectations, & K-Shaped Economy Concerns 12/9/25
In this lively discussion, Paul Hickey shares bullish historical trends impacting consumer stocks as the Fed meeting approaches. Technology analyst Ben Reitzes breaks down Nvidia's strategic moves regarding China, addressing the global compute shortage. Meanwhile, U.S. Representative Dan Goldman introduces his Robin Hood Act, a proposed tax aimed at bridging the wealth gap by taxing loans backed by capital assets. The conversation blends market insights with pressing social issues, making it a compelling listen for investors and policymakers alike.
9 snips
Jul 16, 2025 • 43min
SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25
Ben Reitzes, the Head of Technology Research at Melius, brings his insights on the tech sector, predicting that Nvidia could soon be the first company valued at $5 trillion. The conversation shifts to inflation's impact on corporate margins and the tech market's resilience amid economic uncertainties. Meanwhile, economist Mohamed El-Erian discusses potential Fed rate cuts sooner than anticipated. The podcast also touches on recent banking earnings and the legislative momentum for cryptocurrency in Congress.
Mar 10, 2026 • 43min
SOTS 2nd Hour: What Goes Up... Inside An Oil Price Plunge, Evercore's Vice Chairman, & Don't Trust Software? 3/10/26
Ryan Petersen, CEO of Flexport, on real-time supply chain chaos from a closed Strait of Hormuz. Ben Reitzes, head of tech research at Melius, on why software faces structural pressure amid AI disruption. Krishna Guha, Evercore vice chairman and macro strategist, on plunging oil, Fed timing, and geopolitical risks. Multiple short takes on shipping snarls, oil scenarios, and software valuation stress.
Feb 26, 2026 • 43min
SOTS 2nd Hour: Nvidia's High Bar, How To Play Tech Volatility, & LIVE: IMAX & Zoom CEOs 2/26/26
Rich Gelfond, IMAX CEO, on record box office, global slate, and theatrical strategy. Ben Reitzes, tech research head, on semiconductors, AI infrastructure, and how to navigate tech volatility. They dig into Nvidia’s margins, sector rotations, and what corporate results mean for big tech and theatres. Short, fast-paced market and C-suite takeaways.
Jan 29, 2026 • 43min
SOTS 2nd Hour: Big Tech, Big Earnings - Investor Takeaways from Meta, Microsoft, Tesla & More Results 1/29/26
Ben Reitzes, head of technology research at Melius Research, offers views on IBM and Microsoft. Laura Martin, senior equity analyst at Needham, breaks down Meta and ad-driven tech. They discuss Meta revenue and capex, Reality Labs losses, IBM’s AI and software positioning, Microsoft execution and Copilot uptake, and Tesla’s shift toward Optimus and production cuts.
