Episode

Macro Update With Jim Bianco, Needham Flags ERCOT Risk for AI Stocks, OK’s Industrial Tax Exemption Faces Vote

Podcast

Blockspace

Published

Aug 25, 2026

Duration seconds

4681

Processing state

not_requested

Canonical source

https://newsletter.blockspacemedia.com/podcast/s/blockspace/macro_update_with_jim_bianco_needham_flags_ercot_risk_for_ai_stocks_ok_s_industrial_tax_exemption_faces_vote

Audio

https://podcasts.beehiiv.com/c08760ed-e3d3-4932-a673-547e90852451/019dbc32-d0bc-72d2-a970-951247013bb3/01a03a78-7e1f-7819-ae4a-86b68b992c62/01a03a78-7f90-7dd7-8427-8e39f0126c2a.mp3

JSON

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Markdown

/podcast/blockspace-ai-bitcoin-6791695/macro-update-with-jim-bianco-needham-flags-ercot-risk-for-ai-stocks-ok-s-industrial-tax-exemption-faces-vote.md

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Summary

Welcome back to The Blockspace Podcast! Today, Bianco Research Founder Jim Bianco joins for a macro update, where we talk about interest rates in light of the Treasury’s leveled-up buyback program, inflation, and why Bianco thinks the AI CAPEX boom isn...