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Is the AI capex bubble’s increasing reliance on circular financing bullish or bearish?
Episode 380
Published 1 month, 3 weeks ago
Description
Darius explains why the AI CapEx boom’s growing reliance on circular financing is overwhelmingly bullish for now, as institutional capital provides additional runway for AI infrastructure spending and asset valuations. He also examines how rising capital demand is pushing R-star higher and why cyclical Fed tightening could ultimately reduce bond-market volatility, even if it creates some risk for equities.