Could the AI Debt Problem Create the Next Financial Crisis?
Notas do episódio
The financing behind the AI boom has grown so large that treasury bond yields are approaching levels not seen since the leadup to the 2008 financial crisis. But is the risk to the financial market overblown? This week, Rebecca Patterson and Sebastian Mallaby are joined by Torsten Slok, chief economist at Apollo, to discuss the threat AI debt poses to the U.S. bond market.
Hosts:
Sebastian Mallaby, Paul A. Volcker Senior Fellow for International Economics, Council on Foreign Relations (CFR)
Rebecca Patterson, Senior Fellow, Council on Foreign Relations (CFR)
Guest:
Torsten Slok, Partner and Chief Economist at Apollo
Mentioned on the Episode:
Torsten Slok, “A Slower AI Payoff Would Be Everyone's Problem,” Apollo
Torsten Slok, “Monitoring the AI Trade: How Growing Debt Issuance Is Reshaping the Landscape,” Apollo
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The Spillover is a production of the Council on Foreign Relations. The opinions expressed on the show are solely those of the hosts and guests, not of the Council, which takes no institutional positions on matters of policy.