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Is The AI Bubble Popping? | Jack and Max on Data Center Debt, Fragile Markets, and Insurance Companies

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Manage episode 520548011 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
As investors’ outlook on AI capital expenditure sours, Jack and Max explore the rising debt issuance to fund artificial intelligence development, and the faltering share prices of companies with exposure to the “AI factor”: the hyperscalers (particularly Oracle), the chip companies, and the neoclouds such as Coreweave and Nebius. Jack then looks at two insurance companies, Kinsale and Palomar, as insurance sector does its part to hold up the S&P 500. Jack and Max also give an update on Chinese fintechs at the end. Recorded on November 21, 2025.
Follow Jack Farley on Twitter https://x.com/JackFarley96
Follow Max on Twitter: https://x.com/maxwiethe
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez

Timestamps:

00:00 Intro

02:28 Debt Fueled CapEx Boom

08:23 "AI CEOs Are Building a God"

11:24 The Real Speculative Bubble

15:51 NeoCloud Risk

17:53 Fiscal AI

19:11 Healthcare and Insurance Strength

21:38 Kinsale Capital Group

27:38 Factors Benefiting Insurance

29:12 Palomar Holdings

33:48 Jobs Data and December Fed Meeting

37:26 Chinese Fintech Bloodbath

40:32 Conclusion

  continue reading

188 episodes

Artwork
iconShare
 
Manage episode 520548011 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm
As investors’ outlook on AI capital expenditure sours, Jack and Max explore the rising debt issuance to fund artificial intelligence development, and the faltering share prices of companies with exposure to the “AI factor”: the hyperscalers (particularly Oracle), the chip companies, and the neoclouds such as Coreweave and Nebius. Jack then looks at two insurance companies, Kinsale and Palomar, as insurance sector does its part to hold up the S&P 500. Jack and Max also give an update on Chinese fintechs at the end. Recorded on November 21, 2025.
Follow Jack Farley on Twitter https://x.com/JackFarley96
Follow Max on Twitter: https://x.com/maxwiethe
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez

Timestamps:

00:00 Intro

02:28 Debt Fueled CapEx Boom

08:23 "AI CEOs Are Building a God"

11:24 The Real Speculative Bubble

15:51 NeoCloud Risk

17:53 Fiscal AI

19:11 Healthcare and Insurance Strength

21:38 Kinsale Capital Group

27:38 Factors Benefiting Insurance

29:12 Palomar Holdings

33:48 Jobs Data and December Fed Meeting

37:26 Chinese Fintech Bloodbath

40:32 Conclusion

  continue reading

188 episodes

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