Ten Cap’s Jun Bei Liu on What Bessent Is Up Against

Ten Cap co-founder and Lead Portfolio Manager Jun Bei Liu breaks down the difficulty of intervening in the bond market at a time when AI firms are pouring massive capital into capital expenditure. (Source: Bloomberg) Ten Cap co-founder and Lead Portfolio Manager Jun Bei Liu breaks down the difficulty of intervening in the bond market at a time when AI firms are pouring massive capital into capital expenditure. (Source: Bloomberg)