Fridays with Frank: AI, debt and the case for infrastructure

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Recorded14 May 2026

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Show notes

In this edition of Fridays with Frank. Frank & Nigel dig into why company-level AI spending is now driving the whole economy, why traditional diversification is getting harder, why rising global debt is a risk investors can't ignore and a few thoughts on what AI might be doing to us, as well as portfolios.

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