Why Am I Reading This Now? | Inside the Stories Driving Markets
by Excess Returns · 3 episodes
BusinessInvesting
Narratives drive markets. Why Am I Reading This Now? is a markets and investing show with Ben Hunt that uses Perscient’s unique narrative data to measure the stories shaping investor attention and explain what they mean for investors. Each episode explores which narratives are gaining traction, why they are emerging now, and how they may influence markets, policy, risk-taking, and investor behavior.
Latest episodes
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1 h 02
Big Tech Went All In on AI. Washington Can’t Let It Fail. Who Pays for the Backstop?
On this live episode of Why Am I Reading This Now?, Ben Hunt argues that the AI buildout is becoming too big to fail, with consequences for energy costs, credit markets, and consum…
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51 min
Gold Keeps Climbing. The Fed Keeps Talking. What If Nobody Believes Them Anymore?
Ben Hunt joins Matt Zeigler on the latest episode of Why Am I Reading This Now to explain why damaged Fed and Treasury credibility could matter just as four major risks converge ac…
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30 min
America Is Spending World War II Money on AI | Ben Hunt on Who Ends Up Paying
Ben Hunt joins Matt Zeigler for the first official episode of Why Am I Reading This Now? to examine how the AI data center buildout is reshaping financial markets, the US economy a…