Who's behind the bond bear market? HFE's Weinberg explains
Youtube·2026-08-18 20:44
the the the AI trade as you call it. All right. The buildin of AI infrastructure, the investment in technology, the investment in utilities and so forth.That's borrowed a lot of money. You see more estimates of it than I do. The numbers I'm hearing are between 500 and 600 billion over the last year with another $200 billion worth of funding, borrowing, new issuance, IPOs, and so forth coming in uh the on in the in the hopper already.So, where does this money come from. And this money comes from the same poo ...