Could the AI Debt Problem Create the Next Financial Crisis?
The financing behind the AI boom has grown so large that treasury bond yields are approaching levels not seen since the leadup to the 2008 financial crisis. But is the risk to the financial market overblown? This week, Rebecca Patterson and Sebastian Mallaby are joined by Torsten Slok, chief economist at Apollo, to discuss the threat AI debt poses to the U.S. bond market.
Hosts:
Sebastian Mallaby, Paul A. Volcker Senior Fellow for International Economics, Council on Foreign Relations (CFR)
Rebecca Patterson, Senior Fellow, Council on Foreign Relations (CFR)
Guest:
Torsten Slok, Partner and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.