102: The Cost of Computation - Understanding the economics shaping the future of AI Infrastructure

Data centers have quietly become one of the fastest-growing corners of the credit market.  We break down the AI infrastructure capex surge, the financing gap between construction and cash flow, and the risks underwriters are pricing into the sector. Plus, the latest market moves, Fed expectations, and where we see opportunity in fixed income. #mutualfunds #assetmanagement #finance    Investors should consider a fund’s investment goal, risk, charges and expenses carefully before investing. The prospectus contains this and other information about the fund and can be obtained at www.aristotlefunds.com. It should be read carefully before investing. Investing involves risk. Principal loss is possible. Foreside Financial Services, LLC, Distributor.