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Bridgewater's Dalio on AI and Investment Landscape
Bloomberg Television· 2025-12-08 06:36
We are in Abu Dhabi. You come here pretty often. We were just talking about the weather in Abu Dhabi and how it is like.And so, you know, since you're on the ground and you have a presence in this emirate and you come here pretty often, what do you think it would take for the UAE, whether it's Abu Dhabi or Dubai, to establish themselves as global asset management hubs. Or where do you think they are in their cycles right now. I think, as you say, I've been coming here for 32 years, so I've watched it evolve ...
X @Cassandra Unchained
Cassandra Unchained· 2025-12-07 06:25
Inflation Concerns - Michael Burry warned about impending inflation as early as February 2021 [1] - Burry highlighted the Federal Reserve's policy of monetizing $80 billion (800 亿) of Treasury debt per month [1] - Burry pointed to trillions of dollars in stimulus/debt and economic reopening as factors contributing to inflation pressure [1] - Burry suggested parallels between the current economic situation and the 1970s American inflation [1]
X @The Economist
The Economist· 2025-12-05 16:50
Altice, the telecoms empire, has struggled with a huge debt load while remaining under the control of a shareholder whose approach to debt is singularly ruthless. Lately creditors have been wrung out even further https://t.co/Vfi34OBSwe ...
X @Nick Szabo
Nick Szabo· 2025-11-22 01:10
RT Parker Lewis (@parkeralewis)This is a hilarious take. Fannie Mae has $4.2 TRILLION in debt, with about $70 billion in cash & $100 billion in equity value. Insane leverage, its assets are illiquid mortgages, asset values are being pressured by the Fed sustaining high rates + draining liquidity. But bitcoin! ...
'Fast Money' traders talk what is driving Oracle's stock lower
CNBC Television· 2025-11-12 23:09
million dollar market cap. It's lost over a third of its value since. What's behind this drop and can the company regain its spark.We'll debate that. And a bank breakout. Financial stocks at all time are multi-year highs as their CEOs head to the White House.Can the gains keep coming. Plus, Cisco on the move after earnings. Sneaker maker on holding sprints higher and charting the course on Disney where the entertainment giant is heading as it gets ready to report tomorrow morning.I'm Melissa Lee coming to y ...
Big Tech's debt boom: Here's what you need to know
CNBC Television· 2025-11-12 18:40
um hyperscaler debt, it remains a big story. What can I tell you. I mean, there are more people who are putting out notes uh about it today and making comments on social media.I'm going to go through a couple because we always cite Michael Hartnet of Bank of America when he puts out notes related to the market. He says that being short hyperscaler bonds is a top trade for as their spreads have widened while cash flow has become insufficient to finance the AI buildout. He looks at the flow show note from Fri ...
Shutdown stalemate day 34: The battle over health care costs
CNBC Television· 2025-11-03 13:45
Fiscal Discipline and Deficit Concerns - The US is facing a \$2 trillion annual deficit [2] - The national debt has increased from \$1 trillion to \$38 trillion over the past 40 years [3] - The current deficit is 6% of GDP and is projected to rise to 8-9% by the end of the decade [7][8] - Republicans are proposing \$1.5 trillion in budget cuts over 10 years, representing a small fraction (1.875%) of the total \$80 trillion budget [3] Healthcare Affordability and the Affordable Care Act (ACA) - Healthcare costs have almost tripled since the Affordable Care Act was passed 15 years ago [11] - The average family is now paying \$35,000 to \$40,000 per year for healthcare [13] - Concerns exist that expanding the ACA will primarily benefit large insurance companies, with 80% of the money potentially going to them [17] - Some argue that the ACA has been unaffordable and may have exacerbated healthcare inflation [6] Potential Consequences of Healthcare Cuts - Cuts to healthcare programs could lead to approximately 100,000 excess premature deaths over the next decade [9] - Reducing health insurance coverage may have adverse health consequences for families who have already budgeted for current premiums [19] Fraud in Healthcare Programs - Government auditors estimate over \$200 billion in fraud occurs annually in Medicare and Medicaid, involving ineligible individuals receiving benefits [4] Future Fiscal Challenges - Social Security and Medicare trust funds are set to expire within the next decade, posing significant fiscal challenges [20]
X @Bloomberg
Bloomberg· 2025-10-24 14:45
TeraWulf’s $3.2 billion debt deal to expand a data center garnered a comparison to one of the high-yield market’s most acclaimed moments https://t.co/R8rrvpfgDt ...
X @Nick Szabo
Nick Szabo· 2025-10-08 01:58
RT Nick Szabo (@NickSzabo4)@texasrunnerDFW Saddling their heirs with debt. Pathetic. Practicing on their own family what the U.S. government is practicing on the population in general. ...
Chamath: Charlie Kirk was absolutely right about America’s youth
All-In Podcast· 2025-09-23 18:03
One of the most powerful things that I think Charlie got absolutely and precisely right was the plight of young people, meaning the malaise and the anxiety and what was at the root cause of it. At the root cause in the way people think and now in the way people act is economic instability. Charlie does a really good job of very precisely putting it into a box what they're going through.the lack of home ownership, the overwhelming and just crushing debt, the failure of the school system, the inability to fin ...