Eurodollar University · 2026-07-05 · 17 min
The private credit bust is now starting to spread into AI and the AI buildout which up to now has been mostly financed by these shadow banks. The reason for it spreading is simple - the run on the shadow banks hasn’t abated at all, with our favorite sad bird the latest to disclose laughably huge withdrawal requests. The danger for AI has always been the almost unlimited money it required to reach full capacity running out. 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: - Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point It isn't that they're buying the wrong assets. They're using a broken map of the monetary system - and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does.
ALERT: AI Credit Spreads Are Suddenly Blowing Out... Just Like 2008?67 / 100HSBC Just Issued A Dire Warning To The Entire Banking System70 / 100Everything I Learned From 30 Years Studying Capitalism47 / 100ALERT: Gold Is Crashing… While The Dollar Rips Higher65 / 100Private Credit Redemptions Just Crossed the Line Of No Return61 / 100