More Credit Problems, Mag 7 AI CapEX Continues, And Money Market Stress | Jack & Max Monetary Matters With Jack Farley podcast

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm

Jack Farley & Max Wiethe breakdown yet another credit “cockroach” that appears to be more related to fraud than overall market weakness. They also discuss the Mag 7 earnings report and the continued onslaught of AI CapEx spending that many believe has entered bubble territory. Finally, they breakdown this week’s fed decision and why big changes to both the Fed balance sheet and the rate cutting cycle could be coming up soon.

Follow Jack Farley on Twitter https://x.com/JackFarley96

Follow Max on Twitter: https://x.com/maxwiethe

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

Timestamps:

00:00 Fiscal AI Intro

00:12 More Credit Problems

11:08 Mag 7 Earnings

16:43 Fiscal AI Mid Roll

19:29 Are CapEx Estimates Still Too Low?

28:07 AI CapEx “Bubble” Winners and Losers

34:11 Mag 7 Becoming Capital Intensive?

43:33 Fed Meeting Breakdown

52:11 Market Impact of December Fed Meeting

57:11 Fiscal AI

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More Credit Problems, Mag 7 AI CapEX Continues, and Money Market Stress | Jack & Max

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