Latest / Know Your Risk Podcast
AI Spending Is Starting to Move Interest Rates
October 8, 2026 — Artificial-intelligence spending has become so enormous that Zach Abraham and Chase Taylor believe it increasingly belongs in the macroeconomic conversation — not just the technology conversation.
Back together in the studio, Zach and Chase examine how massive AI capital spending may be contributing to economic growth and inflation, and why any meaningful slowdown in that spending could eventually matter for bond yields.
They also dig into new questions surrounding OpenAI’s revenue trajectory and financing needs, the widening gap between enormous AI investment and the…
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