Is AI’s Circular Financing Inflating a Bubble?

Is AI’s Circular Financing Inflating a Bubble?

The AI boom isn’t just about algorithms — it’s about money, power, and a race to build infrastructure on a scale we’ve never seen before. In this weeks podcast, we break down the circular deals between OpenAI, Nvidia, Amazon, Anthropic, and even Elon Musk’s business empire — and ask the hard questions: Who’s paying for this? Where will the electricity come from? And is the industry building a Möbius strip of venture capital and gigawatts that could collapse under its own weight?We’ll explore:The spaghetti diagram of AI’s biggest playersOpenAI’s trillion-dollar data center ambitionsWhy Nvidia’s demand might not be what it seemsThe risk of stranded assets and systemic leverageHow geopolitics and energy constraints could shape the future


Patrick's Books:

Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Ways To Support The Channel:

Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle


Jaksot(298)

 Is Private Credit a Threat to The Financial System

Is Private Credit a Threat to The Financial System

While the world is distracted by global conflict, a panic is building in the private credit market. In this video, we go inside the opaque world of Private Credit - examine the "Golden Age" of lending...

21 Maalis 25min

SpaceX IPO Scandal

SpaceX IPO Scandal

SpaceX is targeting a $1.75 trillion valuation for what could be the largest IPO in history. In this video, we examine how Elon Musk is folding a money-burning AI startup and a struggling social media...

15 Maalis 29min

The UK is a Warning to the Rest of the World

The UK is a Warning to the Rest of the World

Why has the United Kingdom transitioned from being a global economic powerhouse to a stark warning for other advanced nations. While the United States economy has surged ahead of the rest of the world...

9 Maalis 27min

The Winners & Losers from Trumps New Tariffs

The Winners & Losers from Trumps New Tariffs

In this episode, we explore the legal and economic fallout of the Supreme Court's landmark decision to strike down the "Liberation Day" tariffs, a move that has left the administration scrambling for ...

2 Maalis 30min

Bitcoin Is Crashing and Exchanges Freezing Up

Bitcoin Is Crashing and Exchanges Freezing Up

This podcast explores the 2026 "Deep Freeze" of the crypto market, analyzing why the "digital gold" thesis has failed to protect investors as Bitcoin lags behind the S&P 500 total returns. We dive int...

23 Helmi 30min

The Co-Conspirators: The Men the FBI Tried to Hide

The Co-Conspirators: The Men the FBI Tried to Hide

Jeffrey Epstein was a college dropout with no formal financial training who amassed a fortune worth hundreds of millions of dollars and mingled with presidents and billionaires. Drawing on court recor...

15 Helmi 28min

The Devil Himself! - The Worst of The Epstein Files

The Devil Himself! - The Worst of The Epstein Files

In today’s podcast, we examine the aftermath of the massive January 2026 data dump—three million pages of Jeffrey Epstein’s investigative files that the Department of Justice maintains contain no incr...

9 Helmi 45min

American TikTok is Censoring Everything

American TikTok is Censoring Everything

On January 22, 2026, TikTok officially became an "American" company. The $14 billion deal, brokered by a consortium of politically connected investors, was supposed to end the years of national securi...

1 Helmi 27min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
herrasmieshakkerit
ostan-asuntoja-podcast
rahapuhetta
rss-rahamania
rss-seuraava-potilas
rss-lahtijat
rss-merja-mahkan-rahat
rss-40-ajatusta-aanesta
rss-porssipuhetta
rss-levosta-kasin-yrittajyys
rss-vaikuttavan-opettajan-vierella
rss-draivi
rss-ma
inderespodi
leadcast
raksapodi