AI, Credit: Not Catastrophic
7:37–8:12 · 34s
Rob lays out a calm, contrarian view: AI spending may be excessive and some private credit will sour, but neither will trigger a systemic crisis.
7:37–8:12 · 34s
Rob lays out a calm, contrarian view: AI spending may be excessive and some private credit will sour, but neither will trigger a systemic crisis.
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