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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

TCB Re-Hash with Joey Bullock