“Corporate credit peaked at 290% of GDP in 2008 and has declined to about 140%… government credit rose from about 100% to about 160%.”
JB
Jim Bianco
Monetary Matters with Jack Farley ·
“Hyperscalers dramatically increasing their CapEx commitments... now net free cash flow negative... going to the bond market and the long end of the bond market”
David Rosenberg · Macro Voices · MacroVoices #552 David Rosenberg: Navigating The Noise
Play from 15:03
15:03
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What was described
explain that hyperscalers' massive capex, now funded by bond markets rather than cash flow, is pushing corporate credit demand against government credit demand, lifting real rates
Said nearby on the same subject
“Hanson wrote up the academic case for prediction markets generally, invented policy prediction markets, pointed out prediction markets' potential uses in science and governance and corporate governance and pushed for early prediction markets to get started.”
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Said on LessWrong (Curated & Popular)
“Credit to Dan Patrick for also funding that and pushing it through.”
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Said on The Joe Rogan Experience
“Private credit and alternative bonds has generated two to three times the income yield of traditional bonds”
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Said on Tony Robbins Podcast Daily
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