If an AI Crash Happens, It Will Be 5x Worse Than Dot-Com Bubble Popping

Podcast: The SharePickers Podcast with Justin Waite · Justin Waite

Opublikowano: 2026-08-22

If an AI Crash Happens, It Will Be 5x Worse Than Dot-Com Bubble Popping In this episode of Macro, Micro and Small Cap News, we examine two major macro developments pointing to aggressive financial engineering. First, US national debt crosses $40 trillion, pushing 30-year Treasury yields to near 20-year highs. We break down the US Treasury's bond buyback programme and why funding it with short-term T-bills introduces severe rollover risk into the financial system. Second, we analyze the AI earnings bubble and circular funding structures involving Nvidia, hyperscalers, and neocloud providers like CoreWeave. We...