John Stepek

speaker

2,659 appearances 29 recordings 1 series first heard Apr 2026 last heard yesterday

John Stepek’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 29 in all, peaking in Jul 2026 with 7.

Appearances

newest first · ▶ plays the moment

Merryn Talks Money · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI Bubble · 11 Sep 2026 podcast

Um and I mean this this I guess this is the other problem because it now feels as if we're settling in for a longer war than people had anticipated and between the US and Iran. voice-verified

And so all of this pressure on energy prices is just going to get worse. voice-verified

Um so even if the country specific risk doesn't change, if the term premium doesn't change, the base the underlying chunk that's pushing up kind of yield voice-verified

Just gonna keep going up. voice-verified

Um but I guess that's something we'll just have to keep an eye on. voice-verified

Um shall we quickly talk about EI very briefly? 'Cause the human extinction part, yeah, why not? voice-verified

Yeah. voice-verified

And whether it's gonna pop or not. voice-verified

But on the extinction side of stuff voice-verified

Right, so a cynic would say voice-verified

To my mind at least that okay, these guys are coming out and saying 'cause basically what's happened is one guy resigned from Anthropic, was it, and said that I don't want to do this job anymore because I think there's a ten percent chance that AI's gonna destroy. voice-verified

Maybe you should put a bet voice-verified

Extinction go long. voice-verified

Um well, yeah, to the 10% thing, and then his boss basically came out, or former boss presumably, and said, Um, well, uh, no, no, he's right. voice-verified

We we do believe this, and this is what we think, so this is what we're trying to do about it. voice-verified

And I think I cynic obviously would say, right, well, the the whole Doomer element at AI is to basically drum up their share prices before the IP. voice-verified

Because they're running out of you know there's so many other things you can question AI on in terms of its economics. voice-verified

But voice-verified

What's the other side of that? voice-verified

If like what kind of arguments have you seen or do you think that like what are the chances that it would like it should we take this at all seriously? voice-verified

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