Kayla Lopez
speaker
593 appearances
5 recordings
1 series
first heard Jul 2026
last heard 19 Aug
Kayla Lopez’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Aug 2026 with 4.
Appearances
Well, corporate uh are corporates are looking to borrow more money for surprise, surprise, AI.
Uh as they're trying to build out AI or increase their spend in computing power, they are turning to the bond market at near record levels.
Basically, they're asking the market for huge loans to help finance their investments in AI technology.
According to Bloomberg, uh, so far this year, investment grade companies have sold about 1.5 trillion with a T dollars of bonds, which is up 36% from last year as and is on pace to be the 2020 record.
Um, so how is this impacting government bonds?
Why does this matter at all?
Well, um, Bloomberg outline outlined something here called the crowding out theory.
This is basically the idea that when government
Borrow a ton of money, it actually crowds out corporations.
Basically means companies don't have a ton of flexibility to borrow money at cheaper levels.
So they have to increase their yields in order to be competitive.
Well, this is actually the opposite of that.
It's the reverse crowding out theory.
This is basically saying that.
Companies are asking investors to finance their debt, and people are so interested in AI investments that they're actually selling their US treasuries to buy these longer dated corporate bonds that offer higher yields.
And it's not going to slow down anytime soon.
NVIDIA recently announced it's working to raise another $500 billion for its AI investments.
And I'm sure other companies are doing the same.
Yeah, and so it sounds like obviously the US government's gonna be paying more, but what about you?
Uh, if you are looking to buy a house anytime soon, or maybe finance a car, take out some student loans, this will impact you.
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