HeyJaredThink Macro by H2O AM
Think Macro: a podcast by H2O Asset Management where we go beyond the headlines to explore the forces shaping the global economy. Each episode offers a deep dive into macroeconomic trends, long-term shifts, and the strategic dynamics driving markets.Hosted on Ausha.
- Indexed episodes, last 90 days
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- Sep 21, 2026
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- Sep 21, 2026
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Artificial Intelligence : When One Risk Hides Another (opens the original)
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In this episode, Vincent Chailley, Chief Investment Officer of H2O AM Group & Monaco S.A.M., revisits the speculative bubble many feared around AI and the hyperscalers. A year after our first warnings, markets have dodged that trap: credit markets got skeptical, supplier-stock excess corrected, and the Fed reintroduced healthy uncertainty. But the risk hasn't disappeared - it has simply moved. To fund the AI race, tech giants are now borrowing at scale, pushing up interest rates and making the e
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