Braden Dennis

speaker

7,660 appearances 23 recordings 1 series first heard Apr 2026 last heard 5d ago

Braden Dennis’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 23 in all, peaking in May 2026 with 7.

Appearances

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The Canadian Investor · The BoC Is Concerned About Inflation & Bond Yields Hit New Multi-Year Highs · 5 Sep 2026 podcast

And they it's a shame because they have a great an exceptional product. podcast-host

racing to be are they or they are they racing like are the are the guys on the private side racing to be too big to fail? podcast-host

So that they so that the answer to that question becomes yes. podcast-host

Like, you know, and the circular financing and all of this stuff, like it becomes systemic. podcast-host

I mean, it it's it's arguable that it's already systemic and like that there's no way that they can let one of these fail without pulling the rest of them down really hard. podcast-host

I wouldn't be surprised if the US government bailed out an AI company. podcast-host

I mean NVIDIA has podcast-host

I mean, NVIDIA podcast-host

but it that but then isn't that a reflection that like they're I mean because they're the m the highest valuation and they can raise capital the easiest, that there already is some sort of like, I don't know what you would call it, but like a a capital like flattening or capital contraction where everybody has to keep going back to the same tap where you know where the capital is still flowing on the hardware side to you know to and they're and they're and they're basically keeping their customers alive so they can continue to give them podcast-host

money back, like th this is the market already admitting that there's a problem. podcast-host

You c you can keep collateralizing it and stacking new financial products on top of it to try and incentivize your or or to try and like, you know, uh uh ensure your way out of it. podcast-host

But at a certain point, you know, the the bills come due, right? podcast-host

Somebody has to pay the interest and somebody has to uh to to return the capital of the loan or or the, you know, podcast-host

uh obligation. podcast-host

uh the more they they keep crossing this thing up, the m the more likely I think it becomes that no matter which player it is, if it ends up blowing up the whole stack, I could see I don't know. podcast-host

I I don't know if the argument that that the guys made that the U US government won't won't bail him out is true. podcast-host

To tell you, you know, honestly. podcast-host

That's my Maybe it was true late podcast-host

It could have been, yeah. podcast-host

But I think now they've now they've now they've sufficiently made it systemic in nature. podcast-host

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