FSD: Bessent vs The Bond Market

Podcast: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Ram Ahluwalia

Opublikowano: 2026-09-11

In this FSD episode, titled Five Billion Is an Inhale for the Pentagon, the news that the Pentagon is weighing a five billion dollar credit facility for an unknown AI infrastructure company gets read for what it actually signals. The sum is trivial at Pentagon scale, so the story is not the money. It is that AI infrastructure has become strategic enough for the government to act as a lender, and that defense AI is still early. On rates, the position is that the intervention was unnecessary and that interventions of this kind undermine confidence rather than...