Inflation closing out a high-stakes week — with CPI coming in fairly mild. Meanwhile, the "AI trade scare" rattled markets this week. Today, logistics stocks are caught in the crossfire.
And private credit’s massive software bet? Bigger than investors may realize. Bloomberg uncovers at least 250 hidden investments worth more than $9 billion. Plus — building AI data centers in space. We speak with Phantom Space CEO James Cantrell on the new frontier.
Chapters:
00:23:00 – Pooja Sriram, Barclays US Economist
00:23:44 – Aoifinn Devitt, Moneta, Global Wealth Managing Director
00:54:42 – DHS Shutdown Looms as Senate Fails to Pass Funding Bill
00:59:06 – Private Credit’s Software Bet Is Bigger Than It Appears
01:05:38 – Building Data Centers in Space
01:06:09 – Jim Cantrell, Phantom Space CEO
01:24:38 – Lars Klingbei, German Finance Minister
——–
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