Why 80 percent of returns come from macro, how AI is functionally injecting credit into the economy without a bank, and why real rates 30bps from negative is the chart that determines the next leg
"AI is functionally injecting credit into the economy without a bank"
Interesting angle. Didn't think about that. But on what scale does this work? I think this applies to small companies, Indi hackers. Is it enough to meaningfully lift liquidity? Any way to quantify the effect?
Another good one CF. Thanks for doing these talking point summaries. Really appreciate them!
"AI is functionally injecting credit into the economy without a bank"
Interesting angle. Didn't think about that. But on what scale does this work? I think this applies to small companies, Indi hackers. Is it enough to meaningfully lift liquidity? Any way to quantify the effect?