What finance podcasts said about markets on 17 October 2026

The discussion framed the selloff in CoreWeave's bonds as a stress test of the broader AI infrastructure build-out's financial model, not a sign of collapsing demand. Argued on All-In with Chamath, Jason, Sacks & Friedberg’s “CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer”, aired 17 October 2026. The setup was described as a reflexive loop: rising risk-free rates pushed up borrowing costs, which eroded the margin on CoreWeave's fixed-price contracts, causing credit default swap markets to price in higher default risk.