Guggenheim's Walsh Would Buy a Lot of 30-Year US Treasuries at 6%
TL;DR
Guggenheim Partners Investment Management CIO Anne Walsh says she would "back up the truck" and buy a lot of 30-year US Treasuries at 6%. Walsh also talks about the risks of investing in the AI data center buildout. She speaks on "Bloomberg Surveillance. " (Source: Bloomberg).
Nauti's Take
For small AI teams, the 6% threshold is mainly a diligence prompt for infrastructure vendors: how much of their expansion depends on debt, and when would higher financing costs reach customers? Bloomberg’s summary does not provide enough data to quantify that risk.
Before signing long-term commitments, check price protections, minimum usage clauses, and whether workloads can move across multiple cloud or GPU providers.
Summary
Guggenheim Partners Investment Management CIO Anne Walsh says she would "back up the truck" and buy a lot of 30-year US Treasuries at 6%. Walsh also talks about the risks of investing in the AI data center buildout.
She speaks on "Bloomberg Surveillance. " (Source: Bloomberg)
Sources