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Eric Cantor
Moelis vice chair, fmr House Majority Leader
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Biggest investment cycle since the late 1800s framing (whisper garbles his name; role stated on tape).
Look, some people say that we are in the biggest investment cycle since the late 1800s. I mean, it is amazing to see sort of the pivot into this incredible digital infrastructure surge around data centers and really the standing up of new industries almost.
Nasdaq since this was said: ▼ -0.5% · 26,585 → 26,456 · as of 2026-08-05
BearFed
hedged · 2026-08-04
Sub-100bp IG spreads vs ~150 historical as a government-health warning.
I mean, if you look at the spreads between, you know, the 10-year corporate investment grade instrument versus the 10-year, I think if historically it's 150 basis point spread, I think we're under 100 now, which could tell you one or two things. Either corporates are getting a lot more healthy or the government's getting a little less healthy. So I do think there is a race for capital.
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