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Jack Farley & Max Wiethe breakdown yet another credit “cockroach” that appears to be more related to fraud than overall market weakness. They also discuss the Mag 7 earnings report and the continued onslaught of AI CapEx spending that many believe has entered bubble territory. Finally, they breakdown this week’s fed decision and why big changes to both the Fed balance sheet and the rate cutting cycle could be coming up soon.
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Timestamps:
00:00 Fiscal AI Intro
00:12 More Credit Problems
11:08 Mag 7 Earnings
16:43 Fiscal AI Mid Roll
19:29 Are CapEx Estimates Still Too Low?
28:07 AI CapEx “Bubble” Winners and Losers
34:11 Mag 7 Becoming Capital Intensive?
43:33 Fed Meeting Breakdown
52:11 Market Impact of December Fed Meeting
57:11 Fiscal AI
