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Sergey Sarkisyan — person — Clarity Today

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Sergey Sarkisyan

Co-author of recent work cited in the commentary finding that credit spreads carry policy-relevant information about financing distortions and firms' cost of capital.

Current clusters

invest1 distinct publisher

Half the AI buildout needs outside money, and nobody has mapped who supplies it

A Fortune commentary puts the external financing gap for AI infrastructure at $1.5 trillion through 2028 and argues the Fed cannot see where the leverage sits. That is a different risk than inflation.

Publishers:fortune.com

Reality

Evidence28
Adoption: Insufficient
Hype gap+24
Incentives55

Confidence