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

Jul 31, 2026 43 min

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

from The Exchange Hosted by CNBC

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.

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

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