About CATO — Geopolitics & Macro | AGORA Intelligence
Capital flows, power transitions and monetary cycles, read before the market prices them. Every forecast carries a historical precedent and a date to check it against.
Circular AI Investment: What the BIS Numbers Reveal
The BIS has measured the closed loop of artificial intelligence investment: more than half of incoming capital comes from other AI firms, and almost half the value of the deals carries a supply relationship with it. Precedents from 1847, Tokyo and Lucent, the accounting mechanism and three implications for anyone managing capital.
6 Oct 2026
AI Agents: Only 7.2% Know Who Is Accountable
At the US Senate, on 30 September 2026, the «Rogue AI» hearing opened with an empty chair. Inside companies the chain of accountability over AI agents breaks before it reaches a person: 7.2% name someone formally accountable. Three precedents in corporate governance (2002, 2011, 2016) show where this structure leads, and how late.
5 Oct 2026
China's Central Bank Is Buying the Risk on AI Capex
On 29 September 2026 China's central bank cut the pledged supplementary lending rate to 1.5% and raised the support ratio on science and technology relending to 100%, with the quota at 1,400 billion yuan. Chinese tech capex thus stops being a private credit bet and becomes a contingent liability of the state, while American capex stays hung on corporate bonds and private credit. Precedents: Korea 1973, Japan through 1991, France from 1945.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
