EPISODES / WEEKLY COMMENTARY

The Debt Shot Clock Is Ticking For AI

EPISODES / WEEKLY COMMENTARY
The Debt Shot Clock Is Ticking For AI
David McAlvany Posted on July 29, 2026
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This week, David returns to several of the unanswered questions submitted during our June 17 webinar, covering inflation, the dollar, gold, and how investors should think about positioning in a changing market. They also examine the massive debt burden building beneath the AI boom as Tesla falls 30% from its May peak and Google drops 20%. John Paulson believes gold is still in the early stages of a long bull market, but what could keep that momentum going? Finally, with Kevin Warsh facing a difficult set of choices, what can the Fed realistically do from here? Thanks for listening.

To watch the full webinar recording click here

  • Tesla Down 30% From May Peak, Google Down 20%
  • John Paulson Last Week Claims Gold Is Still In “Early Stages Of A Long Bull Market”
  • What Is Kevin Warsh To Do?
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