Episode
What If AI Is Really a Real Estate Cycle?
- Podcast
- Know Your Risk Podcast
- Published
- Jul 28, 2026
- Duration seconds
- 2852
- Processing state
not_requested
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Summary
July 28, 2026 – Zach Abraham and Chase Taylor examine a different way to understand the AI boom: not simply as a technology cycle, but as a debt-financed real estate and infrastructure buildout. They discuss data centers, construction lags, rapidly depreciating assets, hyperscaler debt, and what could happen if demand growth slows after the supply has already been built. They also cover falling oil and metals prices, tomorrow’s Federal Reserve decision, Apple’s valuation, opportunities in Japan, and the continued unwind across memory and semiconductor stocks.