{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"ASB Investment Podcast","title":"Fridays with Frank: AI, debt and the case for infrastructure ","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/c4b0ecd0\"></iframe>","width":"100%","height":180,"duration":997,"description":"In this edition of Fridays with Frank. Frank & Nigel dig into why company-level AI spending is now driving the whole economy, why traditional diversification is getting harder, why rising global debt is a risk investors can't ignore and a few thoughts on what AI might be doing to us, as well as portfolios.","thumbnail_url":"https://img.transistorcdn.com/ercIXts3OMwIooiYWbEwilQxQL1BEE816iuoMi7ZnQU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8yYWI0/Y2Y5ZTY5ODg0Mjdh/YmZiYjkyOTQzNjNl/MzVkMS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}