interest rates
3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Jun 22, 2022 by Saloni Multani · across every show →
Everything said about interest rates, oldest first
Jun 22, 2022 bearish
Multani: Persistent inflation and rapid rate hikes drive hard landing fears
“I think ultimately the rate rises and people internalizing what those meant after so many years of persistently low rates, and given how persistent inflation is, the reality that we're going to have to Potentially I do this faster than people thought. I think …”
Jun 22, 2022 positive
Multani: Rising offtake prices cushion clean energy infrastructure from rate hikes
“The reason why I think the impact won't be as big is as you think about the contracts that get struck, right? It's a function of your ultimate spread is a function of your offtake minus your input costs. And so, and one of your input costs is going to be cost …”
May 6, 2026 negative
Su: 5% Rates Substantially Devalue Long-Duration Climate Tech Assets
“When the risk-free rate went from zero to five whole percent,
Every long duration asset gets repriced, and climate tech is the ultimate, unfortunately, the ultimate long duration category.
A company that needs 10 or even you know, 20 years to reach meaningful …”