non-risky assets
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 28, 2026 by Matthew C. Klein · across every show →
Everything said about non-risky assets, oldest first
Jul 28, 2026
Klein: AI investment growth impulse should drive up risk-free bond yields
“If you think that in fact there is this sort of growth impulse from AI related investment, I would think that would increase the returns on risky assets, which means that non-risky assets should pay more compensation, which means yields should go up.”