James Thomson

speaker

2,279 appearances 7 recordings 2 series first heard Apr 2026 last heard 12 Jun

James Thomson’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in May 2026 with 4.

Appearances

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Chanticleer · SpaceX has lift-off, the business of the world cup & the big bank big short · 12 Jun 2026 podcast

Do people sell the big tech hyperscalers, for example?

You know, the Microsofts, the meta platforms, and buy SpaceX?

Or do they sell the AI chip makers?

Or do they sell something else entirely?

Have you got an idea?

Yeah, it's a good question, James.

I mean, like you said, is there enough capital in the world to fund all this?

And then if you think about the next step from that, is there enough profit in the world to justify spending investing this capital?

But anyway, just back to Ian Patrick's question.

I mean, just this SpaceX money, US $75 billion, that's got to come from somewhere.

And it's got to come from somewhere just as Google has raised US $80 billion.

And like you say, there's Oracle out there.

There's plenty of others raising money.

I mean, some of it might come from the Aussie banks.

You know, like we just said, there's short interest there.

People have been selling those shares.

And one of the reasons they've been selling them that I didn't mention, James, is because hedge funds up in Asia in particular want to go all in on this AI trade and the semiconductors.

And to do it, they buy those stocks and then they want to short something that's got equity risk and the reasonable correlation to the market and the Australian banks fit that.

So they kind of go long the semiconductors, short the banks to take out the equity risk.

So just in case the market tanks, at least they got a little bit of downside protection.

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