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UAO Daily Video Brief — June 22, 2026
The UAO Daily Video Brief, read by our presenter: the AI build-out becomes a credit story, China’s new rare-earth
Universal Asset Owners
Briefings, research, charts and analysis on the institutions, capital flows and systemic risks shaping long-horizon portfolios.
Research
The universal owner is now the lender of the AI build-out
Research & Commercial Insight · June 22, 2026 · UAO Research There is a tidy story large allocators have told themselves about artificial intelligence: