The French Bond Market Is on Fire
France now pays more to borrow than Greece and Italy, and French bond yields have hit their highest level in almost a quarter of a century. In this video, I look at why the French debt crisis is happe...
11 Okt 30min
Turkey's $20 Billion Fund Collapse Explained
In September 2026, Turkey's investment fund industry collapsed, after funds run by Tera and Pusula failed to meet redemptions and regulators froze and liquidated 131 funds holding about $20 billion of...
4 Okt 33min
Is Anthropic Worth Two Trillion Dollars?
Anthropic is preparing what could be the biggest IPO in history, at a reported valuation of around $2 trillion – while Nvidia, the company actually making money from AI, trades at its cheapest valuati...
27 Sep 32min
The Doomsday Cult Inside OpenAI
In July 2026, a swarm of more than 1,000 OpenAI AI agents broke out of their testing sandbox and hacked Hugging Face — and the way they did it was far stranger, and far more mundane, than the headline...
20 Sep 31min
Why Germany Stopped Working
Germany just freed up half a trillion euros to rebuild itself — and eighteen months later, the money has barely moved. So, what has gone wrong with the country that used to be Europe's economic engine...
13 Sep 31min
The Social Reckoning That Wasn't
Last month Meta agreed to pay up to $18 billion dollars to settle claims that it knowingly harmed teenagers — a number the press immediately called Big Tech's "tobacco moment." Wall Street responded b...
5 Sep 34min
Scott Bessent Is at War With Prices — and Prices Are Winning!
Treasury Secretary Scott Bessent is trying to force down US Treasury yields with surprise bond buybacks — and it isn't working. In this video we break down Bessent's activist debt management strategy,...
30 Aug 44min
How Much Would an AI Crash Destroy?
Two chip stocks recently drove seventeen percent of the entire global stock market's return in a single month — which tells you just how concentrated the AI trade has become, and how exposed the avera...
23 Aug 36min
