How Trillions in New AI Debt Will Test the Bond Market
How Trillions in New AI Debt Will Test the Bond Market
Guy LeBas, chief fixed income strategist at Janney Montgomery Scott, joins WSJ’s Take On the Week to discuss how the multitrillion-dollar AI revolution will be financed. LeBas explains why tech hyperscalers must turn to the bond market to fund the massive data center build-out, and how this new wave of debt could increase the size of the corporate bond market by 20% a year. Plus, he answers: can the AI bubble find its way into the bond market? Photo: WSJ
25:26
WSJ's Take On the Week
WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. We cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Gunjan Banerji in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news. The duo will bring actionable insights to a range of investors and business leaders while also entertaining a broader audience with lively, relatable conversations. Episodes drop Sundays.
