PodcastFelix Nikolas Prehn's PodcastOctober 11, 2026
Fed Losing Control: How AI Borrowing Reshapes Bonds And Gold
A host argues that AI companies' huge debt-funded data center buildout is now driving bond yields, that the Fed has lost control of long-term rates, and that gold will benefit from central bank buying.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
