Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
How AI Capex Is Creating a Hidden Debt Risk for Big Tech
Moody's just warned that 'unprecedented' AI spending could strain the credit ratings of Amazon, Meta, Alphabet and other tech giants. We dig into the numbers: Amazon's capex alone is approaching $80 billion annually, and Meta's is up 60% year-over-year. Meanwhile, the VIX sits at 18.58 and the VVIX at 100.73 — a calm surface hiding a credit storm. Lucas and Luna debate whether this AI arms race is creating a debt trap that could trigger the next downturn, and what it means for long-term investors. Plus, a quick honest note about how listener support keeps this show…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.