EPISODE · Aug 21, 2026 · 35 MIN
Nvidia’s Hidden Debt Risk Could Crash the ENTIRE AI Bubble
from Eurodollar University · host Jeff Snider
The credit cycle isn't really about blue owls, instead a gray swan. Nvidia isn't just in the news for its stock trading at a tremendous discount, it's how the company and all the money surrounding connect what might seem disparate dots all throughout the system, and in so doing point to the emerging downside the mainstream is having a harder time dismissing. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------https://www.wsj.com/tech/ai/why-big-techs-ai-spending-is-3-trillion-higher-than-it-seems-e1067bb2https://www.bloomberg.com/news/articles/2026-08-18/pimco-s-stracke-says-wealth-firms-running-shy-of-private-credithttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu
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Nvidia’s Hidden Debt Risk Could Crash the ENTIRE AI Bubble
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