Markets Wrap: Higher Yields, Higher Gold
About this episode
The episode discusses the rise in global bond yields and the implications for governments and investors, alongside a study on Small Language Models.
Hosts Merryn Somerset Webb and John Stepek are both back from their holidays and this week unpack the surge in global bond yields and how governments might respond. They also look at a study which suggested that Small Language Models (SLM) could make today’s vast AI data-centre buildout unnecessary, posing a substantial risk to hyperscalers and investors. https://arxiv.org/abs/2511.07885 See omnystudio.com/listener for privacy information.
More episodes of Merryn Talks Money
- Live From Fringe: What Adam Smith Can Teach Us About Debt and Power
- Live From Fringe: What Adam Smith Would Say of Bond Market Turmoil
- Live from Fringe: What Adam Smith Can Teach Investors About AI and Investing
- Markets Wrap: Predictions Meet AI Skepticism
- What Happens When Quantum Computing Actually Works?
- What it Takes to Build a Stagflation-proof Portfolio
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