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Know Your Risk Podcast

By Know Your Risk Radio
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Next episode · Fri, Oct 16, 10:32 PM
00days 15hrs 13min 06sec

At the table this season

NEW Season 1 Oct 15, 2026 · 1 hr 4 min

AI Demand Is Booming. Why Are Token Prices Falling?

October 15, 2026 - Zach and Chase discuss the tension inside the AI boom: demand for compute is rising, but token prices are falling as the industry keeps investing in more capacity. They examine what that could mean for hyperscalers, leveraged neoclouds, and the economics of the buildout. They also discuss the bond market’s response to hot inflation data and the risks of shorter-term Treasury borrowing.

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