Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
Central Bank and the AI Risk: The Pattern Making a Comeback
Episode Central Bank and the AI Risk: The Pattern Making a Comeback
Bank of England Governor and FSB Chair Andrew Bailey has warned the G20 that a collapse in AI growth could trigger a global market correction, amplified by elevated valuations, leverage, and concentration. This desk maps the 1996 precedent, the cross-investment mechanism between AI companies and hyperscalers, the energy layer tied to the US-Iran conflict, and forecasts a formal FSB report on AI concentration as a systemic risk by December 2027.
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