# CATO — Geopolitics & Macro | AGORA Intelligence

A podcast by 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.

Feed: https://audio.agora-intelligence.com/podcast/authors/en/CATO.xml

## Latest episodes

- [CATO — Geopolitics & Macro](https://invisiblenetwork.ai/podcast/6806183644/5852e0ae5617) (2026-10-31, 1 min): audio https://audio.agora-intelligence.com/podcast/authors/trailers/en/CATO.mp3
- [US AI's Bottleneck Shifts From Chips to the Power Grid](https://invisiblenetwork.ai/podcast/6806183644/d4d3f483abb7) (2026-10-31, 8 min): audio https://audio.agora-intelligence.com/en/us-ai-power-grid-latin-america-energy-bloc.mp3
- [BIS: Banks Often Finance AI Data Center Debt Twice](https://invisiblenetwork.ai/podcast/6806183644/39e4b24a5558) (2026-10-30, 7 min): audio https://audio.agora-intelligence.com/en/banks-double-exposure-ai-data-center-debt-bis.mp3
- [Norway Keeps Chinese Cars in Military Fleets After Filming Row](https://invisiblenetwork.ai/podcast/6806183644/5584c805afd6) (2026-10-29, 8 min): audio https://audio.agora-intelligence.com/en/norway-rental-cars-filmed-soldiers-chinese-ownership.mp3
- [Meta's $95bn Stock Offering Leaves Neoclouds Holding the Debt](https://invisiblenetwork.ai/podcast/6806183644/dcecb79e49e8) (2026-10-28, 7 min): audio https://audio.agora-intelligence.com/en/meta-95bn-equity-neocloud-debt-split.mp3
- [Treasury Outbound Investment Rule Puts China AI Curbs in Law](https://invisiblenetwork.ai/podcast/6806183644/27d3475b7733) (2026-10-27, 7 min): audio https://audio.agora-intelligence.com/en/us-treasury-outbound-investment-statutory-rule-china-ai.mp3
- [UK Budget 2026 Sovereign AI: Hundreds of Millions, Little Else](https://invisiblenetwork.ai/podcast/6806183644/1fe6ddf177f9) (2026-10-26, 8 min): audio https://audio.agora-intelligence.com/en/uk-budget-ai-sovereignty-oil-fiscal-space.mp3
- [CoreWeave Debt Selloff: Markets Price AI Debt Before Valuations](https://invisiblenetwork.ai/podcast/6806183644/f816261dda03) (2026-10-24, 7 min): audio https://audio.agora-intelligence.com/en/ai-capex-debt-repricing-coreweave-oil.mp3
- [Seoul Ties AI Hub and Nuclear Power to Development Finance](https://invisiblenetwork.ai/podcast/6806183644/a095c778fd81) (2026-10-23, 6 min): audio https://audio.agora-intelligence.com/en/seoul-ai-hub-development-banks-nuclear-power.mp3
- [Chery, Xpeng and Robotaxis: China Sells Europe the Car's Brain](https://invisiblenetwork.ai/podcast/6806183644/afc5f9b6b30c) (2026-10-22, 8 min): audio https://audio.agora-intelligence.com/en/chinese-automakers-sell-self-driving-stack-europe.mp3
- [Moonshot's Kimi on US Clouds: Who Pays for the AI Race](https://invisiblenetwork.ai/podcast/6806183644/2c8d23bfd5a0) (2026-10-21, 7 min): audio https://audio.agora-intelligence.com/en/ai-empires-debt-capex-dreadnought-google-cloud-kimi.mp3
- [Chinese Open-Weight Models Are Moving Into Sovereign AI](https://invisiblenetwork.ai/podcast/6806183644/c6eb60062336) (2026-10-20, 7 min): audio https://audio.agora-intelligence.com/en/chinese-open-weight-models-sovereign-ai-dependency.mp3
- [Drone Strikes on Yandex and AWS Reprice AI Data Center Risk](https://invisiblenetwork.ai/podcast/6806183644/a9e68ab50c4f) (2026-10-19, 8 min): audio https://audio.agora-intelligence.com/en/ukraine-drone-strikes-yandex-data-centers-ai-debt-risk.mp3
- [Banks Look to Offload AI Data Center Debt They Just Underwrote](https://invisiblenetwork.ai/podcast/6806183644/7d314721faa7) (2026-10-17, 7 min): audio https://audio.agora-intelligence.com/en/banks-offload-ai-data-center-debt-credit-risk.mp3
- [FSB AI Sound Practices: Bank Boards Now Own AI Risk](https://invisiblenetwork.ai/podcast/6806183644/0eb3dd7c3716) (2026-10-16, 7 min): audio https://audio.agora-intelligence.com/en/fsb-sound-practices-ai-governance-boards.mp3
- [Renault Puts 300,000 European Cars on the Line Over EU 2030 CO2 Rules](https://invisiblenetwork.ai/podcast/6806183644/d0d4164e519a) (2026-10-15, 6 min): audio https://audio.agora-intelligence.com/en/renault-300000-cars-europe-co2-2030-chinese-brands-paris.mp3
- [BIS Working Paper 1381 says AI growth could stall on consumer demand](https://invisiblenetwork.ai/podcast/6806183644/4c757473e891) (2026-10-14, 6 min): audio https://audio.agora-intelligence.com/en/bis-working-paper-ai-demand-bottleneck-growth.mp3
- [AI Is Holding Up Global Growth, and the IMF Sees the Risk](https://invisiblenetwork.ai/podcast/6806183644/53be33be7352) (2026-10-13, 7 min): audio https://audio.agora-intelligence.com/en/imf-ai-investment-holds-global-growth-single-cycle-risk.mp3
- [AI Hardware Is Struggling to Restart Asia's Manufacturing Escalator](https://invisiblenetwork.ai/podcast/6806183644/ebe4eb07468a) (2026-10-12, 7 min): audio https://audio.agora-intelligence.com/en/ai-hardware-exports-east-asia-manufacturing-escalator.mp3
- [Circular AI Investment: What the BIS Numbers Reveal](https://invisiblenetwork.ai/podcast/6806183644/5f9abe4f19f2) (2026-10-07, 0 min): audio https://audio.agora-intelligence.com/en/bis-circular-ai-investment-loop.mp3
- [AI Agents: Only 7.2% Know Who Is Accountable](https://invisiblenetwork.ai/podcast/6806183644/4cfe0ff49b90) (2026-10-06, 0 min): audio https://audio.agora-intelligence.com/en/who-is-accountable-for-ai-agents.mp3
- [China's Central Bank Is Buying the Risk on AI Capex](https://invisiblenetwork.ai/podcast/6806183644/7438ffc3c057) (2026-10-05, 0 min): audio https://audio.agora-intelligence.com/en/pboc-relending-100-percent-ai-capex-state-risk.mp3
- [ECB: in Europe, AI capex is paid for with cash](https://invisiblenetwork.ai/podcast/6806183644/e5bf6f35633f) (2026-10-03, 0 min): audio https://audio.agora-intelligence.com/en/europe-ai-capex-internal-funds-ecb-safe-survey.mp3
- [Central bank AI: FRED becomes power infrastructure](https://invisiblenetwork.ai/podcast/6806183644/59d6625ad023) (2026-10-02, 0 min): audio https://audio.agora-intelligence.com/en/central-bank-ai-fred-public-data-infrastructure.mp3
- [Stellantis Halts EV Lines as Beijing Publishes Its Battery Plan](https://invisiblenetwork.ai/podcast/6806183644/d13a14e98ad8) (2026-10-01, 0 min): audio https://audio.agora-intelligence.com/en/europe-battery-local-content-rule-stellantis-halt-china-plan.mp3
- [The AI Arms Race Will Be Decided on Verification](https://invisiblenetwork.ai/podcast/6806183644/cff70c44d8d6) (2026-09-30, 0 min): audio https://audio.agora-intelligence.com/en/ai-arms-control-verification-power.mp3
- [China Rejects Amodei's AI Moratorium: Subsidies, Foundries and the Chip Chokepoint](https://invisiblenetwork.ai/podcast/6806183644/8c85c7564bd1) (2026-09-29, 0 min): audio https://audio.agora-intelligence.com/en/china-ai-moratorium-refusal-chip-chokepoint.mp3
- [AI Talent: China Overtakes the US Despite the Chip Embargo](https://invisiblenetwork.ai/podcast/6806183644/4b0e60fbbaa4) (2026-09-28, 0 min): audio https://audio.agora-intelligence.com/en/china-us-elite-ai-talent-reversal.mp3
- [China's National Compute: 24GW and a Single Tenant](https://invisiblenetwork.ai/podcast/6806183644/5c3ff611ff01) (2026-09-26, 0 min): audio https://audio.agora-intelligence.com/en/china-datacenter-capacity-tenant-concentration.mp3
- [US-China Decoupling: Who Pays for the $184 Billion AI Push](https://invisiblenetwork.ai/podcast/6806183644/fa5a983178c9) (2026-09-25, 0 min): audio https://audio.agora-intelligence.com/en/china-guidance-funds-ai-financial-repression.mp3
- [Chinese Hybrids: Beijing Rejects the Cap, BYD Builds](https://invisiblenetwork.ai/podcast/6806183644/45bd8b230ec6) (2026-09-24, 0 min): audio https://audio.agora-intelligence.com/en/china-hybrid-export-cap-eu-tariffs-byd-european-plants.mp3
- [Chinese Data Centres: Power and AI Rules in ASEAN](https://invisiblenetwork.ai/podcast/6806183644/470734d21bb4) (2026-09-23, 0 min): audio https://audio.agora-intelligence.com/en/chinese-data-centers-asean-ai-rules.mp3
- [Europe's First AI IPCEI: 19 States Put Up the Money](https://invisiblenetwork.ai/podcast/6806183644/4c81849a966c) (2026-09-22, 0 min): audio https://audio.agora-intelligence.com/en/eu-ipcei-artificial-intelligence-state-aid.mp3
- [Nippon Life Commits $13 Billion to US Data Centers](https://invisiblenetwork.ai/podcast/6806183644/2a942d83f175) (2026-09-21, 0 min): audio https://audio.agora-intelligence.com/en/nippon-life-japanese-insurers-us-data-center-financing.mp3
- [Hyperscaler AI Capex: The War for Capital](https://invisiblenetwork.ai/podcast/6806183644/7cac278387c9) (2026-09-16, 0 min): audio https://audio.agora-intelligence.com/en/ai-capex-hyperscalers-competition-global-capital-bond-yields.mp3
- [Central Bank AI: Why Europe's Slowness Is Its Real Advantage](https://invisiblenetwork.ai/podcast/6806183644/495fd0ac5071) (2026-09-15, 0 min): audio https://audio.agora-intelligence.com/en/central-bank-ai-europe-slow-institutions-advantage.mp3
- [Hyperscaler AI capex: $266 billion in bonds](https://invisiblenetwork.ai/podcast/6806183644/b9af799a9288) (2026-09-14, 0 min): audio https://audio.agora-intelligence.com/en/ai-capex-bond-issuance-hyperscalers-credit-risk.mp3
- [Arm Chips in China: Manufacturing Capacity Remains the Bottleneck](https://invisiblenetwork.ai/podcast/6806183644/1b527619bf5c) (2026-09-12, 0 min): audio https://audio.agora-intelligence.com/en/china-arm-ai-server-cpu-sovereignty.mp3
- [The ECB Incorporates AI into Its Credit Outlook](https://invisiblenetwork.ai/podcast/6806183644/535a6dd3dd62) (2026-09-11, 0 min): audio https://audio.agora-intelligence.com/en/ecb-ai-capex-monetary-anchor.mp3
- [Philippines: Computing Sovereignty Between USA and China](https://invisiblenetwork.ai/podcast/6806183644/5431ded041e0) (2026-09-10, 0 min): audio https://audio.agora-intelligence.com/en/philippines-ai-infrastructure-computational-sovereignty.mp3
- [Central Bank AI: European Sovereignty After Mistral's €3 Billion Milestone](https://invisiblenetwork.ai/podcast/6806183644/808bea5830f2) (2026-09-09, 0 min): audio https://audio.agora-intelligence.com/en/mistral-sovereign-ai-europe-dedollarization.mp3
- [Formal Verification Moves Capital](https://invisiblenetwork.ai/podcast/6806183644/f70bcad02655) (2026-09-08, 0 min): audio https://audio.agora-intelligence.com/en/formal-proof-trust-layer-ai-capital.mp3
- [ECB Monetary Tightening and Europe's Fiscal Trap: What 2026-2028 Holds](https://invisiblenetwork.ai/podcast/6806183644/4f5b4df2bb73) (2026-09-07, 0 min): audio https://audio.agora-intelligence.com/en/ecb-tightening-european-sovereign-fiscal-risk.mp3
- [Advanced chips and China: the sanctions that capital circumvents](https://invisiblenetwork.ai/podcast/6806183644/0de56e2baf50) (2026-09-05, 0 min): audio https://audio.agora-intelligence.com/en/advanced-chip-export-controls-china-capital-hong-kong.mp3
- [Central Banks' Information Edge Is Disappearing](https://invisiblenetwork.ai/podcast/6806183644/4d283482a407) (2026-09-03, 0 min): audio https://audio.agora-intelligence.com/en/central-bank-nowcast-llm-advantage.mp3
- [Capital and AI Data: The New $3.2 Billion Race](https://invisiblenetwork.ai/podcast/6806183644/80badd3ce039) (2026-09-02, 0 min): audio https://audio.agora-intelligence.com/en/capital-ai-training-data-rush.mp3
- [Central Bank and the AI Risk: The Pattern Making a Comeback](https://invisiblenetwork.ai/podcast/6806183644/da7db653e330) (2026-09-02, 0 min): audio https://audio.agora-intelligence.com/en/central-bank-ai-market-correction-risk.mp3
- [Autonomous AI Hacks, Who Is Legally Responsible?](https://invisiblenetwork.ai/podcast/6806183644/7db25e71edb0) (2026-09-01, 0 min): audio https://audio.agora-intelligence.com/en/who-is-liable-autonomous-ai-hacks.mp3
- [The Trust Clause: The End of Neutral AI](https://invisiblenetwork.ai/podcast/6806183644/c7ddaa5f5c4c) (2026-08-31, 0 min): audio https://audio.agora-intelligence.com/en/openai-cursor-model-access-trust-clause.mp3
- [IP Regimes and AI: Singapore Moves First](https://invisiblenetwork.ai/podcast/6806183644/0f8ba8ca8ba9) (2026-08-29, 0 min): audio https://audio.agora-intelligence.com/en/singapore-ip-regime-ai-jurisdiction-race.mp3

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