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Will sharp elbows and financing concerns force investors to rotate out of the AI theme? episode artwork

EPISODE · Jun 29, 2026 · 9 MIN

Will sharp elbows and financing concerns force investors to rotate out of the AI theme?

from The Macro Minute with Darius Dale · host 42 Macro

Darius discusses the BIS's warnings surrounding AI financing, compute capacity constraints, and circular financing risks, while explaining why investors should remain disciplined when managing AI exposure and how 42 Macro's KISS and Dr. Mo frameworks help navigate evolving market conditions.

Episode metadata supplied by the publisher feed · Published Jun 29, 2026

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The Macro Minute is a daily morning podcast of what 42 Macro Founder & CEO Darius Dale is seeing in the overnight markets and where he\'s focused before the US stock market open.

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Will sharp elbows and financing concerns force investors to rotate out of the AI theme?

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This episode was published on June 29, 2026.

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