$90 Billion In Bonds Adds To AI Market Pressure

Austin: Let’s look at what's happening with the bond market crash. I do wanna move us crisp crisply through here, but there are some losers going on on the bond side of things, which typically we don't talk about. We're very much on the equity side, but as we transition from cash flow funded to debt funded investment cycles here, bonds and debt markets, will matter more.Eric warns that the current environment resembles the speculative excesses of 2021, driven by a chase for revenue growth regardless of unde ...