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Which podcasts are discussing ORCL?
126 ATTRIBUTED IDEAS · 87 EPISODES · 28 SHOWS
The shows · from the most recent 100 ideas
CNBC Fast Money
Prof G Markets
The Compound and Friends
Thoughtful Money
Bloomberg Surveillance
Excess Returns
Animal Spirits
The Options Insider Radio Network
All-In with Chamath, Jason, Sacks & Friedberg
The Twenty Minute VC
WSJ What's News
Barron's Streetwise
Eurodollar University
Forward Guidance
Marketplace
Motley Fool Money
The Alpha Exchange
The Pomp Podcast
Wealthion - Be Financially Resilient
a16z Podcast
Afford Anything
Commodity Culture
Masters in Business
Monetary Matters with Jack Farley
The Dividend Cafe
The Julia La Roche Show
We Study Billionaires - The Investors Podcast Network
What Bitcoin Did
Where the discussion went deepest
1 AUG2W AGOEURODOLLAR UNIVERSITY · 2:30
AI bubble manifests in credit, not equity
“The thesis argued is that the AI bubble is primarily a credit bubble, with debt market signals like surging CDS spreads and weak bond demand indicating a shift from financing growth to pricing risk.”
ALERT: AI Credit Spreads Are Suddenly Blowing Out... Just Like 2008? · with Amazon
Core thesis · 5/5Verify in source →
28 JUL2W AGOPROF G MARKETS · 12:15
Massive AI CapEx expansion pressures credit spreads
“Surging capital expenditure across the AI ecosystem requires record debt issuance, driving corporate credit spreads wider.”
China Is Undercutting America’s AI Giants
Core thesis · 5/5Verify in source →
27 JUL2W AGOPROF G MARKETS · 04:55
Big tech hides leverage in off-balance-sheet SPVs
“The speakers argued that major tech companies are obscuring their true leverage by offloading massive data center debt into off-balance-sheet special purpose vehicles (SPVs).”
How Big Tech Offloaded The Risk Of AI · with Iran. Finally
Core thesis · 5/5Verify in source →
24 JUL3W AGOEURODOLLAR UNIVERSITY · 00:00
Hyperscaler AI capex strains cash flows and debt
“The bear case argued is that massive, escalating capex and debt issuance for AI infrastructure are eroding hyperscaler free cash flows and overwhelming bond market capacity.”
Google Issues a Dire Warning About the “AI Boom”
Core thesis · 5/5Verify in source →
23 JUL3W AGOPROF G MARKETS · 02:20
Hidden off-balance-sheet AI debt threatens tech ecosystem
“A systemic risk is building across big tech and AI infrastructure providers due to over $1.5 trillion in off-balance-sheet debt held in Special Purpose Vehicles (SPVs) that rely on unproven AI revenue.”
AI Has A Hidden Debt Problem
Core thesis · 5/5Verify in source →
19 JUL3W AGOWSJ WHAT'S NEWS · 02:33
Local resistance slows AI data center expansion
“Rising local opposition, moratoriums, and stricter environmental regulations threaten to slow the rapid capital deployment for AI data center expansion.”
How Governments in the U.S. and Europe Are Stalling the AI Buildout
Core thesis · 5/5Verify in source →
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