A brand new episode of our #OnInvesting podcast is now available for you to listen to. This time around, Colin welcomes Bryan Whalen, the Chief Investment Officer at @TCWGroup. Their conversation focuses on the historic amount of financial capital currently being directed toward data centers and AI infrastructure.
Alongside that insightful interview, @CollinMartinCS and I examine recent inflation figures that came in above expectations. We detail exactly why market participants need to prioritize high-quality assets right now, keeping in mind that elevated interest rates are increasingly burdening businesses that are highly sensitive to rate changes.
https://www.schwab.com/learn/story/whos-financing-ai-boom-with-bryan-whalen
Alongside that insightful interview, @CollinMartinCS and I examine recent inflation figures that came in above expectations. We detail exactly why market participants need to prioritize high-quality assets right now, keeping in mind that elevated interest rates are increasingly burdening businesses that are highly sensitive to rate changes.
https://www.schwab.com/learn/story/whos-financing-ai-boom-with-bryan-whalen