Mitlin Money Mindset

How to Separate the AI Headlines From What Actually Matters w/ Dan Ives

September 23, 2026 | Episode #308

Meet the Guest

Dan Ives

Daniel Ives is a Partner and Senior Managing Director at Yorkville Ives. Dan was a Managing Director, Global Head of Tech Research, and Senior Equity Research Analyst that covered the Technology sector at Wedbush Securities from August 2018 until July 2026.

Dan has been a tech analyst on Wall Street for over 25 years covering the software and the broader technology sector. He spent the first few years of his career as a financial analyst at HBO and then received his MBA in Finance before becoming a globally known technology equity research analyst and Managing Director with FBR Capital Markets for 16 years, focusing on the enterprise software/hardware sectors including cyber security, cloud computing, big data technology, and the mobile landscape. A major area of his research focus is the AI Revolution and disruptive technology over the next decade.

Dan is a regularly sought after tech expert around the world, has been a keynote speaker across the US, Europe, Australia, Africa, and Asia and regularly makes television appearances on networks such as CNBC, Bloomberg, CNN, Fox News, BBC, and many networks around the world to provide commentary related to his technology expertise. Dan has also appeared on The Today Show, Good Morning America, Last Week Tonight with John Oliver, and The Daily Show. Dan can be heard regularly doing radio on the tech sector for Bloomberg, ABC News, NPR, BBC, and other radio programs.

Dan is often cited globally by publications such as The Wall Street Journal, USA Today, Financial Times, The Washington Post, Time Magazine, Barron's, and New York Times, among many others. Named by the New York Post in 2024 as the "Best Dressed Man on Wall Street." He holds a BS in Finance from Penn State University and an MBA from the University of Maryland.

Show Notes

AI is moving faster than the headlines can explain, so how do you sort fiction from fact?

Tech analyst Dan Ives has spent more than 25 years on Wall Street doing exactly that. In this episode, he shares what the future could look like if the U.S. keeps its edge over China, what his biggest worry about AI is right now, and why AI’s major PR problem is making people underestimate the opportunity ahead.

Resources

Sending your child to college will always be emotional but are you financially ready?

Take the College Readiness Quiz for Parents!

Doing your taxes might not be enJOYable but being more organized can make the process less painful.

Get Your Gathering Your Tax Documents Checklist!

Will you be able to enJOY the Retirement you envision?

Take the Retirement Ready Quiz!

About the Podcast

Welcome to Mitlin Money Mindset®️! With your host, Larry Sprung, CFP®️, Founder and Wealth Advisor at Mitlin Financial Inc®️. With over 20 years of experience as an entrepreneur in the financial services industry, Larry thrives to help you achieve your goals while finding JOY in the journey.

Each week, he’ll go deep with engaging guests who provide tangible takeaways and a whole lot of JOY along the way. Here, we don’t just talk about money; we celebrate it as a catalyst for JOY and possibility. Whether you’re saving for the future, planning your next big adventure, or just looking to add some spark to your daily money management, you’re in the right place.

We hope you enJOY these conversations as much as Larry enJOYed having them. And remember to ask yourself, what did you do today that brought you joy?®️

How to Separate the AI Headlines From What Actually Matters w/ Dan Ives

Meet the Host

Larry Sprung

CFP®, CEPA®
Founder & Wealth Advisor