James Thompson
speaker
5,677 appearances
18 recordings
2 series
first heard Apr 2026
last heard 18 Sep
James Thompson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 18 in all, peaking in Jul 2026 with 5.
Appearances
All of a sudden we've got the AI build out, and big tech companies want as much capital as they can get their hands on.
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So they're tapping the bond market as much as government.
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So you've got a bit of a battle for capital.
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You've got scarcity of natural resources.
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You know, there's not enough copper in the world for the AI build-out and the energy transition.
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There's not enough wheat all of a sudden.
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There's not enough oil and diesel getting around different places.
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So this idea of scarcity, I don't think it's going to go away quickly.
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You know, this isn't a problem that you solve like next week or next month.
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So my message is higher for longer interest rates, higher for longer bond yields, higher for longer.
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Longer borrowing costs.
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This is what we've got to get used to.
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A lot of people say, oh yeah, it's just bond bond yields normalizing.
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They've been too low for too long.
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We're just getting back to average long-run areas.
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Okay, I th I totally get that.
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But I say to you, Anthony, you look around financial markets, there's not many people who have traded with bond yields at these levels.
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It hasn't happened for 19 years.
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So it's just, you know, the natural passage of time.
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So there there is a new generation of people in markets and in the economy more broadly who are just going to have to get used to this new setting.
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Showing 741–760 of 5,677 · page 38 of 284
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