Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis

Podcast: Monetary Matters with Jack Farley · Jack Farley

Opublikowano: 2026-10-20

This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here: https://sarmayaetf.com/ Is the AI trade finally cracking, or is this just another shakeout before the next leg higher? Jack and Max dig into the growing stress in AI-linked credit, where lenders and bondholders are starting to question how much debt the data center buildout can really support. They break down SpaceX’s earnings and what the numbers reveal about the economics behind one of the most closely watched companies in the world. From ther...