54. AI Is Creating a Problem the Fed Can’t Fix (Oct 2026 Interest Rate Update)

Podcast: AJ Osborne Podcast · AJ Osborne

Opublikowano: 2026-10-21

Interest rates keep climbing higher. But the real culprit isn’t the Federal Reserve, the White House, the Iran War, or anything else that probably comes to mind. It’s AI. The truth is that the recent AI boom has impacted the economy in more ways than one. Because the government is now competing with hyperscaling AI companies for the same pool of bond investors, it’s forced to increase yields. Meanwhile, AI is driving massive stock market gains. The problem is, those gains are highly concentrated, so most people aren’t feeling the positive effects...