over the next five years
Discussion of the next five years centred on consolidation and declining growth in private credit, with James Elbaor expecting more mergers, tender offers and wind-downs as liquidity pressures persist 23. AI infrastructure attracted sharply different assessments: Jim Chanos highlighted a projected $10–12 trillion data-centre spending programme and questioned returns, while John Kemp described electricity demand as globally modest but locally concentrated 46. Other items reported large planned investments in private banking, Canadian infrastructure, Angola, Venezuela and China, but offered limited analysis of their implications 578910.
Where the voices land
Nobody took a position in september 2026.
Mentions
10 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 3 mentions
- Max Wiethe 2 mentions
- James Elbaor 2 mentions
- Jeffrey Currie ++ 1 mention
- Gary Marcus 1 mention
- Michael Pettis 1 mention
- Jack Farley 1 mention
- James Chanos 1 mention
See what your own voices say about over the next five years, every morning.
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