Lotfi Karoui, multi-asset credit strategist at Pimco, and Jeff Sherman, deputy CIO of DoubleLine Capital, join Scarlet Fu on "Bloomberg Real Yield. " Meta said it has agreed to spend about $825 billion in the future on various leases and contracts, many of them related to computing power and infr...
Source: [Bloomberg Markets](https://www.bloomberg.com/news/videos/2026-10-22/need-landing-zone-for-capex-estimates-karoui-video)