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
Interest rates feel far removed from daily AI work but serve as an early warning signal: if financing costs rise, debt funded cloud and GPU expansion comes under pressure, and whoever sees that early negotiates better contracts. The claim carries little weight so far, since the Bloomberg summary offers neither figures nor a timeframe.
It becomes useful only once price protections, minimum commitments and a second provider option are on the table.
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