Stephen Mayne
speaker
4,460 appearances
12 recordings
1 series
first heard Apr 2026
last heard 2d ago
Stephen Mayne’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 — 12 in all, peaking in Jul 2026 with 4.
Appearances
Yeah.
But look, the market's not pricing the risk where they are.
I mean, the market is just throwing capital at them, although it is interesting.
People are now saying that – I heard someone, some pundit saying that the bond route, this global bond route that has happened, that, you know, US 10-year rates now at 4.8 and every other country even higher –
could cause the AI bubble to burst because the bond market is not going to keep funding AI because there's a supply issue.
There's just too much paper being requested.
And so the big tech have been hitting the bond markets harder than ever before.
Harder than any other private sector ever.
And they're crowding out with, you know, the US borrowing $2 trillion a year, debts at $40 trillion.
And the bond markets have basically said enough.
We don't have enough appetite to keep lending you.
And so AI won't be able to get finance.
Although these companies are all still worth $2, $3, $4, $5 trillion when you list them all.
So as long as they're worth $20 trillion collectively, the big AI players...
They've got a lot of equity they can work through as well to keep funding their AI.
They don't have to necessarily go to the bond market, which is now pricing debt.
It's very expensive to borrow, more expensive than 10 or 15 years in most
Stephen?
Well, this is an easy one, BR, because neither of those two scandals are actually about audit quality or scandals about fictitious accounts.
At their core, they're about misuse of
Showing 461–480 of 4,460 · page 24 of 223
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