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

Page: https://stenobird.com/podcast/blockspace-ai-bitcoin-6791695/macro-update-with-jim-bianco-needham-flags-ercot-risk-for-ai-stocks-ok-s-industrial-tax-exemption-faces-vote
Text version: https://stenobird.com/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
Podcast: [Blockspace](https://stenobird.com/podcast/blockspace-ai-bitcoin-6791695)
Published: 2026-08-25T19:57:00+00:00
Episode link: 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 file: 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
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Duration seconds: 4681

## Resource

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...

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## Transcript

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