In this episode of the Making Cents of it All podcast, co-hosts Kenneth Beanland and Louis Dooley discuss how George Soros’ theory of reflexivity has shaped markets throughout history and how we are seeing an eerily similar reflexive pattern unfolding in today’s artificial intelligence infrastructure buildout. They talk through the circular financing among the markets hyperscalers, unprecedent capital expenditure and the self-reinforcing positive feedback loop underway. They discuss why this time is now different and why we may be approaching the inflection point with fundamentals unable to justify the spending and what a bust sequence may look like in the coming periods.
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