AI Hype Hits a Burning World - Fed Minutes and Inflation

The PhilStockWorld Investing Podcast · Jul 9, 2026 · 52m · transcript

Deep Dive: Geopolitical Collisions & The AI Infrastructure Trap

https://www.philstockworld.com/2026/07/08/world-war-wednesday-again-trump-cuts-all-ties-to-spain-and-iran-too/

[00:00 - 07:50] The Geopolitical Shock & US Asset Trust Bleed: The Middle East 60-day ceasefire collapses, violently returning the risk premium to crude oil. Simultaneously, the US arbitrarily cuts off trade with Spain over NATO spending, fundamentally breaking the "safe haven" thesis for European pension funds and sparking a slow-motion, multi-year deallocation from US assets.

[07:50 - 15:30] Consumer Capitulation & The…