The Week: How Leverage Broke the AI Trade

The Week: How Leverage Broke the AI Trade

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Descriptions:

George Hahn connects the dots across the week’s biggest stories: how leverage brought down one of the hottest AI hedge funds, why South Korea’s market crash offers a warning for American investors, and what Sam Harris teaches us about attention, anxiety, and the pursuit of happiness.

00:48 – The Golden Age of Fraud
01:33 – The CapEx Accounting Mismatch Behind Soaring S&P Profits
02:52 – AI Jesus’s Overnight Collapse
04:04 – South Korea’s Leverage Crisis and Its Human Cost
06:32 – Ad Break
09:15 – Loneliness, Leverage, and Financial Nihilism
10:31 – The Death of Boredom
12:04 – You Can’t Become Happy, You Can Only Be Happy

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