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Weekly Commentary
The AI Bubble’s Circular Financing Problem with Jack Gamble

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 […]

David McAlvany Posted on Sep 2, 2026
A New Accord? – September 4, 2026
Wealth Management News • Sep 5, 2026
Metals Pause After Strong August
Golden Rule Radio • Sep 3, 2026
A Battle for the Ages
McAlvany Recap • Aug 31, 2026
Daily Briefing Sep 06, 2026

Sunday, September 6, 2026

General

Courtesy of Doug Noland's Credit Bubble Bulletin
The AI Bubble’s Circular Financing Problem with Jack Gamble
Weekly Commentary • Sep 2, 2026
0:00
Weekly Commentary
The AI Bubble’s Circular Financing Problem with Jack Gamble

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 […]

David McAlvany Posted on Sep 2, 2026
A New Accord? – September 4, 2026
Wealth Management News • Sep 5, 2026
Metals Pause After Strong August
Golden Rule Radio • Sep 3, 2026
A Battle for the Ages
McAlvany Recap • Aug 31, 2026
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Credit Bubble Weekly • Jul 07 2017
July 7, 2017: Wonderful Monetary Policy and Beautiful Deleveragings

“Generally speaking (depending on the country), it is appropriate for central banks to lessen the aggressiveness of their unconventional policies [...]

Doug Noland Posted on Jul 7, 2017
Weekly Commentary • Jul 07 2017
July 5, 2017; Neil Howe: “We are 8 Years into the Fourth Turning”

  The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “On today’s show our guest, Neil Howe, author of the best-selling [...]

David McAlvany Posted on Jul 7, 2017
Credit Bubble Daily • Jul 06 2017
Friday, July 7, 2017

  [Bloomberg] U.S. Stocks, Dollar Rise as Jobs Data Top Estimate: Markets Wrap [Bloomberg] U.S. Hiring Accelerates While Wage Growth Stays Flat [...]

Doug Noland Posted on Jul 6, 2017
Golden Rule Radio • Jul 06 2017
What Is ITALEAVE & The Impact It Will Have | Golden Rule Radio Precious Metals Update

What is ITALEAVE and what impacts will it have on the European Union, the Euro, US Dollar, and the precious metals markets. This week we’ll [...]

Posted on Jul 6, 2017
Credit Bubble Daily • Jul 05 2017
Thursday, July 6, 2017

[Bloomberg] U.S. Stocks Retreat as Sovereign Bond Drop Deepens: Markets Wrap [Bloomberg] Surge in German Bond Yields Triggers Fresh Rout in Global [...]

Doug Noland Posted on Jul 5, 2017
Weekly Commentary • Jul 05 2017
Neil Howe: “We are 8 Years into the Fourth Turning”

About this week’s show: FED complacency at all-time high…it will end badly! Our passive index fund bubble and how it herds the masses for [...]

David McAlvany Posted on Jul 5, 2017
Credit Bubble Daily • Jul 04 2017
Wednesday, July 5, 2017

  [Bloomberg] Haven Gains Ebb as Traders Await Fed, ECB Minutes: Markets Wrap [Reuters] Italian bond yields edge higher as ECB bias, bank rescue [...]

Doug Noland Posted on Jul 4, 2017
Credit Bubble Daily • Jul 03 2017
Tuesday, July 4, 2017

[Bloomberg] Havens Advance as Missile Test Rattles Traders: Markets Wrap [Bloomberg] States Mired in Budget Paralysis Defy Eight-Year Recovery [...]

Doug Noland Posted on Jul 3, 2017
Credit Bubble Daily • Jul 02 2017
Monday, July 3, 2017

[Bloomberg] European Stocks Bounce as Oil Rises, Dollar Gains: Markets Wrap [Reuters] Illinois House passes $5 billion tax package [Reuters] Tough [...]

Doug Noland Posted on Jul 2, 2017
Credit Bubble Daily • Jul 01 2017
Sunday, July 2, 2017

[Bloomberg] Qatar Defiance Fuels Stock Declines as Neighbors’ Deadline Looms [Reuters] May could walk out of Brexit talks over exit bill: [...]

Doug Noland Posted on Jul 1, 2017
Credit Bubble Daily • Jul 01 2017
Saturday, July 1, 2017

[Reuters] ECB working on move away from ultra-easy policy: Weidmann [Bloomberg] Here’s One Record Illinois Doesn’t Want to Attain: [...]

Doug Noland Posted on Jul 1, 2017
Credit Bubble Weekly • Jun 30 2017
June 30, 2017: The Road to Normalization

The past week provided important support for the “peak monetary stimulus” thesis. There is mounting evidence that global central bankers are [...]

Doug Noland Posted on Jun 30, 2017
Weekly Commentary • Jun 30 2017
June 28, 2017; Government Socialized Healthcare: Health Insurance Stocks Hit All Time Highs at Your Loss

  The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “On today’s program, central bank intervention has now become the new [...]

David McAlvany Posted on Jun 30, 2017
Credit Bubble Daily • Jun 29 2017
Friday, June 30, 2017

[Bloomberg] Technology Shares Lead Stock Rebound; Oil Gains: Markets Wrap [Bloomberg] Tepid U.S. Consumer Spending Keeps Economic Rebound On Track [...]

Doug Noland Posted on Jun 29, 2017
Golden Rule Radio • Jun 29 2017
Gold Bear Raid & Stock Market Alarm Bells Sounding – Are You Prepared? Golden Rule Radio

This week we discuss the importance of listening to the alarm bells sounding regarding the Stock Market. These patterns of Divergence in the DOW [...]

Posted on Jun 29, 2017
Page 343 of 438
Page 343 of 438
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