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Is the cost of capital too cheap?

EPISODE · Aug 17, 2026 · 4 MIN

Is the cost of capital too cheap?

from The Macro Minute with Darius Dale · host 42 Macro

In today’s Macro Minute, Darius Dale examines whether the cost of capital is becoming too cheap as the AI CapEx boom drives record corporate debt issuance and increasingly competes with sovereign debt—and potentially equities—for investor capital.

Episode metadata supplied by the publisher feed · Published Aug 17, 2026

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The Macro Minute is a daily morning podcast of what 42 Macro Founder & CEO Darius Dale is seeing in the overnight markets and where he\'s focused before the US stock market open.

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Is the cost of capital too cheap?

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