Ed Zitron

speaker
12,703 appearances 63 recordings 10 series first heard Dec 2024 last heard 6d ago

Ed Zitron’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 56 in all, peaking in Jul 2026 with 11.

Appearances

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Because at this point it kind of feels like they don't care.
But at the same time like where are the limits on this?
Because they I've I've seen like three hundred, four hundred, five hundred billion dollars thrown at us how much they'll have to raise in the next year or two.
there is a really big disconnect.
It actually genuinely worries me.
the interest rates that are being so when the interest rates are high, sorry, I've got to be for for my sake and listeners, when the interest rates are high, that is the system kind of screaming a little.
So, but there's also another problem which is for the hyperscaler debt that's already been sold.
Right.
So the bondholders are now effectively making less money on that, as in their bonds are worthless because there's new debt that's paying better.
So anyone who's invested anyone any bond investors who invested earlier will probably hold them to maturity, meaning they'll get paid off, but at the same time, their underlying holdings are worthless.
Yeah.
Right.
But what makes it what exhausts the system?
Like it w what slows this down?
Because I one of my moments of naivete was believing that good sense would take over.
That's never happened in history.
I've now read a lot more history and realizing
Yeah, so I yeah.
So what is it that actually exhausts this?
Where are the limits of the money?
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