Macro Matters: Rockefeller’s Chang on AI, Rates and Bond Markets
With AI investment accelerating, energy costs rising and Treasury yields pushing to multi-decade highs, investors are confronting a market where few assets look obviously cheap. Jimmy Chang, chief investment officer of Rockefeller Global Family Office, joins Bloomberg Intelligence chief US interest rate strategist Ira Jersey to discuss that and more on this Macro Matters edition of the FICC Focus podcast. Chang explains how the extraordinary scale of AI-related capital spending is supporting economic growth while also adding inflation pressure through shortages of power, semiconductors and…
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