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When should investors care about the “circular financing” aspects of AI?
Episode 348
Published 3 months, 2 weeks ago
Description
When should investors care about the circular financing dynamics of the AI boom? In today's Macro Minute, Darius Dale explains why concerns about AI's increasingly interconnected funding ecosystem are premature as long as global liquidity continues to expand. He also discusses NVIDIA's role at the center of the AI capital cycle, why the current risk-on regime remains intact, and how a future slowdown in liquidity could ultimately mark the beginning of the end for the AI CapEx bubble.