July 31, 2026

The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26

The bullish case for the AI capex spenders, rather than the receivers. Cybersecurity expert Ivan Tsarynny’s AI warning after Anthropic discloses three of its models breached their testing environments. Plus, Brookings’ Robin Brooks on how the market has corrected its misreading of the June Fed meeting.

Also available on Apple Podcasts ↗