このポッドキャストについて 🔗
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.
ホスト:
更新頻度:
every 38 days
平均音声長:
48 minutes
ゲストインタビュー
英語
アメリカ合衆国
3 エピソード
2026年7月31日から
episodic
このポッドキャストの内容 🔗
最新エピソード 🔗
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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Why Am I Reading This Now? | Inside the Stories Driving Marketsの以前のエピソードを検索します。
以前のエピソード 🔗
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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