Compute Scarcity, Higher Rates, and Where We’re Investing | Jon Gray’s Market Views Q3 2026 - YouTube
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Follow along using the transcript. Follow along using the transcript.
Should investors be worried about the path forward for AI? The rising cost of capital? The outlook for rates? Amid volatility, Jon unpacks his economic weather report and how these questions are driving investment decisions across private equity, real estate, credit, and more. 00:00 Welcome to Market Views 01:32 Blackstone Q3 Recap 02:53 Investing Into the AI Constraint 04:43 The Experience Economy 05:37 Jon’s Economic Weather Report 06:10 Real Estate Market Update 06:53 Credit in a Higher-Rate Environment 07:52 The Case for Long-Term Investing Follow us on Social: LinkedIn —…
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