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Unhedged
Unhedged

AI, shutdowns and shadow banks

23 min•2 oktober 2025

Om avsnittet

Today on the show, Rob Armstrong and Katie Martin take on three things they’ve been thinking about: the markets' complete lack of worry about a government shutdown, the growing balance sheet problem with artificial intelligence spending, and the rise of shadow banking. Also they short cyber attacks and the fall wave of Covid-19. 


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You can email Robert Armstrong and Katie Martin at [email protected].


Read a transcript of this episode on FT.com


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