{"podcast":{"title":"The Weekly Fix","slug":"the-weekly-fix-6462690","podcast_index_feed_id":6462690,"rss_url":"https://feeds.captivate.fm/the-weekly-fix/","website_url":"https://the-weekly-fix.captivate.fm","image_url":"https://artwork.captivate.fm/2cc9be39-2838-4e24-8c38-43ec69c81012/xyB3sn5L5JVwMnRmrjCN1KXo.jpg","author":"RBC Global Asset Management (U.S.) Inc.","episode_count":136,"summary":"Today’s markets move fast. To keep you up to speed each week, Andrzej Skiba, CFA, Head of BlueBay U.S. Fixed Income at RBC Global Asset Management, and members of his investment team will deliver forward looking market commentary and insights into what’s driving fixed income markets over the coming week.","last_synced_at":"2026-07-08T02:17:17.447128+00:00","page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690"},"episode":{"title":"AI concentration risk: don’t get over hype-scaled","slug":"ai-concentration-risk-don-t-get-over-hype-scaled","published_at":"2026-05-12T14:30:00+00:00","page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690/ai-concentration-risk-don-t-get-over-hype-scaled","show_page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690","url":"https://the-weekly-fix.captivate.fm","audio_url":"https://episodes.captivate.fm/episode/bacc013e-22a8-4f61-8ea7-55eef13691a6.mp3","summary":"The rapid AI infrastructure buildout draws capital from bonds, banks, and utilities – creating potential for concentration risk exposure. Neil Sun, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, breaks down how Artificial Intelligence (AI) infrastructure funding is reverberating throughout public and private credit markets. Hyperscalers are tapping public bonds, private infrastructure capital, and bank construction loans simultaneously—turning what looks like diversified exposure into overlapping bets on the same AI buildout theme. Banks and utilities are ramping up debt issuance, as utilities fund rising power demands and banks manage expanding balance sheets, compounding market pressure across sectors. What once appeared as well-diversified cross-sector allocations may now represent concentrated exposure to a single mega-theme, as the AI buildout channels through every corner of the credit market.","meta_description":"The rapid AI infrastructure buildout draws capital from bonds, banks, and utilities – creating potential for concentration risk exposure. Neil Sun, Portfo…","key_points":[],"chapters":[],"topics":[],"duration_seconds":253,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-weekly-fix-6462690/episodes/ai-concentration-risk-don-t-get-over-hype-scaled/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-weekly-fix-6462690/ai-concentration-risk-don-t-get-over-hype-scaled.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}