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

In this co-hosted podcast episode, Jack Farley and Max Wethe discuss whether the AI bubble is popping, analyzing NVIDIA's earnings and the long-term sustainability of investments in data centers. They explore the debt markets, focusing on bond issuances by major tech companies like Oracle, Meta, and Microsoft, and the implications of credit default swap spreads. The conversation shifts to the potential for further borrowing and creative financing methods, as well as the views of industry leaders on AI investment. They also examine the performance of various sectors, including healthcare and insurance, and delve into specific companies like Kinsale and Palomar Holdings, discussing their business models and potential risks. Finally, they touch on economic data, interest rate expectations, and the impact of regulatory changes on Chinese fintech companies, emphasizing the importance of understanding market factors beyond just company fundamentals.