Playback speed×Share postShare post at current timeShare from 0:000:00/92AI Debt Machine: Sovereign issuance being crowded out as hyper scalers borrowing surge 8-18-2026All things financial...Aug 18, 202692ShareTranscriptDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsGold convertibility does not eliminate inflation; it limits discretionary monetary expansion 10-2-20264 hrs ago • All things financial...Cayman hedge funds own carry, but are selling duration and buying the short end 10-1-2026Oct 1 • All things financial...No rare earth independence without chemists, metallurgists & engineers 9-30-2026Sep 30 • All things financial...Imperial cartography reflects lines drawn for imperial powers not for the indigenous people 9-28-2026 Sep 28 • All things financial...New world conflicts transcend the battlefield to financial, trade & information networks 9-27-2026Sep 27 • All things financial...Thucydides Trap is not just a clash of powers, it is about the fear generated by change 9-25-2026Sep 25 • All things financial...The US risks becoming the next Japan: rich in technology, poor in REM 9-24-2026Sep 24 • All things financial...The Issue is does the auction clear & the tail but also can the dealers handle the supply 9-23-2026Sep 23 • All things financial...
