Episode Details

The big investment story of the next decade isn’t inflation or interest rates—it’s fiscal dominance. Governments, drowning in over $350 trillion in debt, are forcing central banks’ hands by demanding cheap borrowing, limiting rate hikes and reshaping global finance. As deficits soar for defense, aging populations, and green energy, markets absorb the debt—but at a cost: rising bond yields and term premiums as investors demand higher returns for holding risky government debt. The UK’s 2022 gilt chaos shows how fragile this system can be. Meanwhile, AI-driven corporate spending is jockeying for scarce capital, raising the stakes: who pays for these deficits—and at what price?

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