Energy, Water and the Cost of Scaling AI

• Alastair Pinder, Global Equity Strategist at HSBC 
• Ian Harnett, Chief Investment Strategist at Absolute Strategy Research 
• Amanda Lynam, Head of Macro Credit Research at BlackRock 
• Sen. Bill Cassidy, (R) Louisiana 

Alastair Pinder, Global Equity Strategist at HSBC, discusses how AI will drive both equities and credit in the new year. Ian Harnett, Chief Investment Strategist at Absolute Strategy Research, shares the six macro risks he sees shaping investment strategy in 2026. Amanda Lynam, Head of Macro Credit Research at BlackRock, shares her outlook for the private credit space. Republican Senator Bill Cassidy of Louisiana joins for an extended discussion on what Black Friday spending says about the state of the US consumer.

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