Rick Sherland
Founder of Sherland Partners and senior advisor to Wedbush Investment Banking, appearing to discuss big tech earnings and AI/cloud infrastructure trends.
Best podcasts with Rick Sherland
Ranked by the Snipd community
Jan 30, 2026 • 44min
Trump Picks Kevin Warsh For Fed Chair… And Big Tech’s AI Spending 1/30/26
Rick Sherland, cloud and AI infrastructure expert, breaks down big tech capex and cloud limits. Mike Coe, market trader and options strategist, shares trading angles and volatility takes. David Zervos, macro and fixed-income strategist, reviews rate and bond dynamics. Tim Seymour, veteran investor, gives thematic market and trading perspective. They discuss the Fed pick’s market impact, AI spending, cloud capacity, and trading reactions.
Dec 19, 2025 • 44min
AI Battle Royale… And The State Of U.S.-China Relations 12/19/25
Rick Sherland, Founder of Sherland Partners and senior advisor at Wedbush Investment Banking, dives into the fierce competition between AI hardware and hyperscalers. He predicts that enterprise adoption will broaden the AI trade, significantly increasing demand for GPUs and data centers. The discussion also touches on the impact of rising U.S.-China tensions, including a TikTok joint venture and military aid to Taiwan, and how these factors could reshape global markets in the upcoming year.
