The AI Boom Has a $3 Trillion Derivatives Problem.

Chancery Royalty: https://www.chanceryroyalty.com/chancery-royalty-equity-raise?SQF_LEAD_SOURCE=mco3

The New York Fed pays J.P. Morgan a visit: https://www.benzinga.com/markets/private-markets/26/10/62206396/fed-visits-jpmorgan-wells-fargo-barclays-in-private-credit-risk-review

Is the AI boom turning into one of the biggest malinvestments of the modern era? In this video, I look at the extraordinary concentration of the stock market in AI-related companies and the increasingly complex financing behind data centres and hyperscalers—including private credit, SPVs, derivatives and off-balance-sheet debt.

With the New York Fed scrutinising private-credit risks and Ray Dalio warning that the AI bubble may be approaching a breaking point, there are uncomfortable parallels with the opaque financial structures that preceded the 2008 financial crisis. I also explain why the eventual unwinding of the AI boom could prove particularly bullish for gold, silver and precious-metals miners. Pasted text Pasted text

The video also takes a brief detour into Bohemia and the remarkable origins of the word “dollar”, tracing it back to the silver Joachimsthaler minted in what is now Jáchymov in the Czech Republic.

#AI #AIBubble #ArtificialIntelligence #Malinvestment #AustrianEconomics #PrivateCredit #SPV #ShadowBanking #FinancialCrisis #StockMarket #Gold #Silver #PreciousMetals #RayDalio #FederalReserve #SoundMoney #Dollar #Bohemia #maneco64

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This video is for informational purposes only and should not be considered financial advice.

DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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Video chapters
00:00 AI and the Austrian concept of malinvestment
01:08 Stock-market highs are masking weakness underneath
02:06 Private credit, derivatives and echoes of 2008
03:13 Prague, Bohemia and the birthplace of the dollar
04:08 How Jáchymov gave us the word “dollar”
08:48 Mises, inflation and the crack-up boom
09:38 Is the AI sector already a bubble?
10:35 Ray Dalio warns the AI bubble could burst
11:23 Rising bond yields add pressure
11:49 Why gold and silver could benefit
13:08 Chancery Royalty message
14:07 Shadow banking and private-credit risk
15:40 Why this is starting to resemble 2007–08
16:45 SPVs and off-balance-sheet AI financing
17:17 The $3 trillion AI infrastructure boom
18:00 AI stocks dominate S&P 500 earnings growth
18:43 The unhealthy market beneath the headline indices