Podcast: Play in new window
Jack Gamble of @NobodySpecialFinance joins David McAlvany to follow the money behind the AI boom. Jack examines the circular financing connecting Nvidia, CoreWeave, OpenAI, Microsoft, and others, along with massive data center spending, GPU depreciation, mounting debt, and the constant need for new capital. AI may prove transformative, but does that mean today’s investments will prove profitable? Jack and David explore the financial risks beneath the AI boom.
Jack Gamble of @NobodySpecialFinance joins David McAlvany to follow the money behind the AI boom. Jack examines the circular financing connecting [...]
This week we look at Scott Bessent’s efforts to keep foreign buyers like Japan invested in U.S. Treasuries, the growing likelihood of financial [...]
James Rickards joins David McAlvany to discuss the growing fault lines beneath global markets, including the yen carry trade, pressure in the [...]
This week’s show is built entirely around questions from our audience. David McAlvany discusses Fort Knox, the possibility of a deliberate dollar [...]
If the Federal Reserve cannot bring inflation back to 2%, could it simply change how inflation is defined? This week, David McAlvany explains why a [...]
