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The Macro Minute with Darius Dale · July 28 · 7 min

Does AI have a circular financing problem?

Darius Dale examines the growing financing risks behind the AI infrastructure buildout, why credit markets are beginning to price those risks more aggressively than equities, and how evolving capital market dynamics could shape the next leg of the summer correction thesis. He also explains the asymmetry of percentage-change math and why minimizing downside capture is critical to long-term investment success.

0:00-7:34
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Darius Dale examines the growing financing risks behind the AI infrastructure buildout, why credit markets are beginning to price those risks more aggressively than equities, and how evolving capital market dynamics could shape the next leg of the summer correction thesis. He also explains the asymmetry of percentage-change math and why minimizing downside capture is critical to long-term investment success.

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