The Hurdle Rate Podcast(@HurdleRatePod):CoreWeave $CRWV bond yields jumped. Neocloud stocks fell. Days later, @elonmusk said debt markets are shut to AI capex. @AdamBLiv says market narratives are now flipping in days, and explains why a nimble balance sheet is a strength for Strive $ASST. “It’s almost like the narratives are swinging on a two to three day time horizon basis right now.”

2026.10.29 20:00

CoreWeave $CRWV bond yields jumped. Neocloud stocks fell. Days later, @elonmusk said debt markets are shut to AI capex. @AdamBLiv says market narratives are now flipping in days, and explains why a nimble balance sheet is a strength for Strive $ASST. “It’s almost like the narratives are swinging on a two to three day time horizon basis right now.”