Compute Scarcity, Higher Rates, and Where We’re Investing | Jon Gray’s Market Views Q3 2026
The item offers a manager's framing of AI capacity constraints, rates and cost of capital, and how those themes are described across private equity, real estate and credit. Its chaptered format lets wealth professionals focus on the specific segments most relevant to client conversations.
Summary
By the bonds & fixed income deskBlackstone's Jon Gray presents his Q3 2026 market views, covering compute scarcity and the AI constraint, higher rates and the rising cost of capital, and where the firm is investing. The video also includes segments on the experience economy, real estate, credit in a higher-rate environment, and the case for long-term investing.
- The video addresses whether investors should be worried about the path forward for AI.
- It discusses the rising cost of capital and the outlook for rates amid volatility.
- Jon Gray frames these questions as driving investment decisions across private equity, real estate, credit and more.
- Segments include investing into the AI constraint, the experience economy, a real estate market update and credit in a higher-rate environment.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Welcome to Market Views | 2 min | |
| Blackstone Q3 Recap | 1 min | |
| Investing Into the AI Constraint | 2 min | |
| The Experience Economy | 1 min | |
| Jon’s Economic Weather Report | 1 min | |
| Real Estate Market Update | 1 min | |
| Credit in a Higher-Rate Environment | 1 min | |
| The Case for Long-Term Investing | 1 min |
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