ABOUT THIS PODCAST 🔗

Update frequency:
monthly
Average audio length:
41 minutes
English
United States
2 episodes
since July 31, 2026
episodic

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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…

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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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