OM DENNE PODCAST 🔗
Narratives drive markets. Why Am I Reading This Now? is a markets and investing show with Ben Hunt that uses Perscient’s unique narrative data to measure the stories shaping investor attention and explain what they mean for investors. Each episode explores which narratives are gaining traction, why they are emerging now, and how they may influence markets, policy, risk-taking, and investor behavior.
Opdateringsfrekvens:
every 38 days
Gennemsnitlig lydlængde:
48 minutes
Engelsk
USA
3 episoder
siden 31. juli 2026
episodic
I DENNE PODCAST 🔗
SENESTE EPISODE 🔗
On this live episode of Why Am I Reading This Now?, Ben Hunt argues that the AI buildout is becoming too big to fail, with consequences for energy costs, credit markets, and consumers. His central question: who bears the cost when private investment becomes a national priority?
Ben revisits his Wor…
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SIDSTE EPISODER 🔗
Ben Hunt joins Matt Zeigler on the latest episode of Why Am I Reading This Now to explain why damaged Fed and Treasury credibility could matter just as four major risks converge across private credit, AI financing, oil and the consumer.
They discuss financial repression, rising long-term rates, sha…
Ben Hunt joins Matt Zeigler for the first official episode of Why Am I Reading This Now? to examine how the AI data center buildout is reshaping financial markets, the US economy and government policy. They discuss why AI CapEx has become a major driver of GDP growth, how private credit and rising …
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Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Excess Returns, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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