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Yet Another Value Podcast
Andrew Walker interviews investors about actionable value and event-driven ideas, with each episode centered on a company, security, or investment thesis.
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Late August 2026 Random Ramblings
With 10-year Treasuries and ERP around 4.5%, Walker warns that ERP returning to 6% could sharply compress P/E multiples.Higher rates could raise data-center lease requirements 5–10% and reduce 15-year contract terminal values, while tenant bankruptcy, Bitcoin-mining economics, or founder-driven capital allocation at UWMC and Cogent remain risks to monitor.