Ask The Compound

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Got money questions? We’ve got answers. Join Ben Carlson, Duncan Hill, and a rotating lineup of financial pros as they break down your biggest questions about investing, markets, and personal finance. Ben is a leading financial writer and the Director of Institutional Asset Management at Ritholtz. Duncan is a podcast producer and the Director of Creative Media at The Compound. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/

1 episode featuring Ask The Compound

The Compound and Friends
Rising yields test markets as AI debt moves off balance sheets
The episode connects higher Treasury yields, expanding deficits, hidden AI financing, and market breadth to a broader question about whether risk is normalizing or accumulating.
Aug 18, 2026 · 1h 12m

1 episode featuring Ask The Compound

Rising yields test markets as AI debt moves off balance sheets