Robert Armstrong

speaker

1,703 appearances 12 recordings 3 series first heard Oct 2025 last heard 6d ago

Robert Armstrong’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 — 12 in all, peaking in Jan 2026 with 3.

newest first · ▶ plays the moment

Nobody's buying or selling houses to begin with.

with.

So that's good.

Next question.

Are these rates high enough?

to derail the AI investment bubble.

You know, you get a higher financing cost out the curve, you know, the ten year.

Do certain projects, you know, out there in some desert building a data center or whatever else become

less viable.

The payback no longer looks any good.

You don't want to do it anymore.

So some air comes out of that bubble.

Well, so far, the people who are doing this investment are extremely price insensitive.

Right.

You're building a data center.

The price of uh NVIDIA GPU goes up 50%.

Fine.

I'll pay it, whatever it takes.

Right.

You know what I mean?

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