Nobody Special Finance
Nobody Special Finance
Business and finance news and analysis every day.
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Nobody Special Finance
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Ultimo episodio
6 nov 2026
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Episodi
US Economy Added More Jobs Than Expected in October 06.11.2026 32:39
The US economy added far more jobs than expected for the month of October as stocks attempt to recover from yesterday's brutal AI selloff. Support the Channel on ...
BREAKING: Market Dumps AI in Historic Selloff 05.11.2026 29:49
Both the Nasdaq and the S&P500 just saw there biggest single day drop in history (measured in points) with anything even remotely associated with datacenters or artificial intelligence getting dumped. Support the Channel on ...
Hyperscalers Rip While Everything Else Datacenter Burns 05.11.2026 39:46
Hyperscaler stocks ripped on Wednesday following the Democrat midterm sweep while everything else datacenter related sold off hard. How long can this rally last? Not long apparently. Support the Channel on ...
Why Did Gold Fall During a Flight to Safety in October? | Bob Coleman 04.11.2026 1:06:12
Idaho Armored Vaults CEO Bob Coleman joins me to talk about the strange price action in gold and silver during a flight to safety in October. Link to Idaho Armored Vaults Link to the HPWY Hour Podcast Link to the Precious Truth Podcast Support the Channel on ...
Markets Volatile After Democrat Sweep Threatens Datacenter Boom 04.11.2026 37:23
Stocks are all over the place this morning after Democrats swept the midterm elections last night casting further doubt on the sustainability of the AI Bubble. Let's talk about the winners and losers while skipping pointless the political theater. Support the Channel on ...
Meta Selling Another $20B in Bonds as AI Gives Market Indigestion 03.11.2026 40:29
Meta is adding to the deluge of datacenter bond issuance with another $20 billion bond offering just days after they announced a mammoth $96 billion equity offering. This is on top of hundreds of billions in debt and equity issuance from rivals Oracle, Google, Microsoft, Amazon, OpenAI, Anthropic, etc. How much of this can the market take, and what happens when it stops? Support the Channel on ...
OpenAI Forced to Lower Valuation in Latest Funding Round 02.11.2026 42:28
OpenAI is struggling to raise fresh capital and has been forced to lower both their valuation and their funding target due to a lack of investor interest as the market continues to get indigestion from the breakneck pace of AI debt and equity issuance. Support the Channel on ...
Binance Halts Withdrawals After Hackers Steal Billions 30.10.2026 45:33
Binance, the largest crypto exchange in the world, has been hacked and has frozen withdrawals after $6.3B was stolen by North Korean hackers. Link to Coreweave in 99 Seconds Support the Channel on ...
Coreweave Explained in 99 Seconds 29.10.2026 1:39
I could talk about Coreweave for hours on end. But there's no time! So here is years of financial engineering, pump and dumps, shellcos in the Caymans, and circular financing all crammed into 99 seconds of rapid fire dirtbaggery. Special thank to Risk Takers for assisting with the production of this video. Links referenced during the video: The Paradise Papers . The Network of Shell Compani...
Google Stock Tanks as AI Cannibalizes Core Business 29.10.2026 39:40
Google is getting crushed after reporting it's second consecutive quarter of negative cash flow as it's AI investments appear to be cannibalizing it's lucrative search business. Support the Channel on ...
SK Hynix Surges on Memory Market Frenzy 28.10.2026 40:20
Memory chip maker SK Hynix reported a staggering 632% growth in operating profit yesterday causing shares to spike and dragging the entire memory sector and the South Korean index with it. Support the Channel on ...
Anthropic Files Publicly For IPO: Here's What's Inside 27.10.2026 40:53
The Anthropic S1 filing has finally been made public. Here's the highlights from the 335 page document associated with the largest IPO in history. Support the Channel on ...
Elon Musk Predicts "Guppy-Level Death" Among Neoclouds 26.10.2026 42:47
Elon Musk says debt markets have almost entirely cut off the neoclouds and he's now predicting "guppy-level death" among the 200+ noeclouds that have popped up across the world since the AI Bubble began. Link to my interview at Risk Takers . Support the Channel on ...
The AI Bubble is Running Out of Options To Fund Itself 23.10.2026 43:00
Nvidia CEO Jensen Haung was right on the money recently when he was asked about recent problems associated with neocloud debt and a rash of IPO flops: "The demand of the capital is much greater than the availability of the capital." Support the Channel on ...
Flight To Safety as Bonds and Yen Rally while Tech Sells Off 22.10.2026 40:59
Investors are running for the perceived safety of US treasuries and covering their Yen shorts this morning after earnings from Tesla and Meta were not enough to stop the sell off in AI names. Support the Channel on ...
SpaceX Turns a Profit While Anthropic Losses $80B in 6 Months 21.10.2026 44:18
Two wildly different financial profiles have emerged over the last few hours as SpaceX posted their first quarterly profit since going public while Anthropic's losses exploded higher reaching $80 billion in just the first 6 months of this year. Support the Channel on ...
Amazon Has Billions in GPUs Sitting Idle in Warehouses 20.10.2026 41:40
Internal Amazon emails leaked to Business Insider show that the hyperscaler is buying billions of dollars worth of Nvidia Blackwell GPUs despite having nowhere to plug them in and no power to run them. Support the Channel on ...
Neocloud Nscale's IPO in Jeopardy After Microsoft Pulls Out 19.10.2026 39:00
Nscale is the latest neocloud to run into trouble after Microsoft pulled out of a datacenter project in the UK over the weekend causing IPO investors to push back on the $30B valuation the company was asking for. This combined with what happened earlier this month at Firmus, AirTrunk, and Coreweave has investors worried about neocloud contagion. Support the Channel on ...
Anthropic Investors Push Back on IPO Valuation As Growth Slows 16.10.2026 43:32
Potential investors in Anthropic's blockbuster IPO are pushing back on Dario Amodei's proposed $2 trillion valuation after revenue numbers presented at the company Investor Day showed slowing growth. Support the Channel on ...
Lennar Caught Selling Homes to Themselves | Melody Wright 15.10.2026 18:57
Melody Wright joins me to talk about a recent short report published by Hunterbrook highlighting how Lennar is using a land bank company they spun off last year called Milrose Properties to artificially inflate it's home sales. Link to Melody's Substack . Link to Hunterbrook's short report on Lennar and Millrose . Support the Channel on ...
Coreweave is Breaking Everything 15.10.2026 40:27
If only somebody had warned us about this company years ago. Support the Channel on Patreon ...
CPI Shows Inflation Higher Than Expected in September 14.10.2026 40:42
The Consumer Price Index (CPI) came in higher than expected at 3.7% causing stocks, bonds, and precious metals to trade lower on shifting expectations for the Federal Reserve's next move on October 28th. Support the Channel on ...
South Korean Stocks Sell Off on China Memory Chip News 13.10.2026 43:39
Trading on the South Korean Kospi index was halted yesterday after a sudden selloff in memory stocks was triggered by news of a breakthrough at Chinese rival CXMT as AI bubble worries continue to pile up. Support the Channel on ...
Banks Struggle to Offload Datacenter Debt 12.10.2026 44:24
A group of big banks has struggled for six months trying offload billions of dollars of debt tied to Oracle data centers. Now the banks are lowering prices and offering Significant Risk Transfers (SRTs) instead raising questions about just how much appetite there really is for the endless stream of new debt being issued by the AI industry. Support the Channel on ...
OpenAI's Revenue Run Rate is $20 Billion Less Than Reported 09.10.2026 34:03
Tech stocks sold off yesterday on reports that OpenAI's run rate, a fictional accounting statistic that is not recognized by auditors or regulators, was $20 billion less than previously reported. Support the Channel on ...
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