Echoes of 2007 In Mushrooming Private Credit Boom? | Patrick Perret-Green on Tricolor & First Brands Bankruptcy, Asian Disinflation, And Why U.K. Duration Looks Attractive
Monetary Matters with Jack Farley
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Are GDP and CapEx Hiding Weaknesses?
Jack and Patrick debate whether large AI capex distorts GDP and whether spending translates into broad economic improvement.
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