We explore the expected size of AI-related debt, which vehicles hold it, what could go wrong, and how to protect yourself.Topics covered include:<ul><li>How AI capex boom compares to other large booms and busts</li><li>What fixed income vehicles hold AI-linked debt</li><li>What mechanisms are being used to transfer AI-debt risk.</li><li>How circular finance is contributing to the AI infrastructure buildout</li><li>What could go wrong with the AI infrastructure buildout that could lead to losses on AI-related debt</li><li>How to tell what exposure you have to AI debt</li></ul>Sponsors<a href="https://joindeleteme.com/david20" rel="noopener noreferrer" target="_blank">Delete Me – Use code David20 to get 20% off</a><a href="https://netsuite.com/david" rel="noopener noreferrer" target="_blank">NetSuite&nbsp;</a>Insiders Guide Email NewsletterGet our <a href="https://moneyfortherestofus.com/insiders-guide/?mtm_campaign=Podcast-Newsletter-Link&mtm_content=Episode-548" rel="noopener noreferrer" target="_blank">free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter</a>Our Premium Products<a href="https://assetcamp.com/?mtm_campaign=Podcast-AC-Link&mtm_content=Episode-553" rel="noopener noreferrer" target="_blank">Asset Camp</a><a href="https://moneyfortherestofus.com/join/?mtm_campaign=Podcast-Plus-Link&mtm_content=Episode-553" rel="noopener noreferrer" target="_blank">Money for the Rest of Us Plus</a>Show Notes<a href="https://moneyfortherestofus.s3.us-east-1.amazonaws.com/Episode+561+-+How+to+Navigate+the+AI+Debt+Bubble.pdf" rel="noopener noreferrer" target="_blank">AI debt slide deck used for episode</a><a href="https://www.bloomberg.com/news/articles/2026-06-30/rbc-weighs-2-billion-srt-to-hedge-data-center-linked-loans" rel="noopener noreferrer" target="_blank">RBC Weighs $2 Billion Risk Transfer to Hedge Data Center-Linked Loans by Esteban Duarte and Paula Sambo—Bloomberg</a><a href="https://insight.factset.com/hyperscalers-tap-external-financing-as-ai-capex-outruns-cash-flow" rel="noopener noreferrer" target="_blank">Hyperscalers Tap External Financing as AI Capex Outruns Cash Flow—FactSet Insight</a><a href="https://www.fa-mag.com/news/what-history-tells-us-about-the-ai-investment-boom-87567.html" rel="noopener noreferrer" target="_blank">What History Tells Us About The AI Investment Boom by Larry Swedroe—Financial Advisor</a><a href="https://finance.yahoo.com/technology/ai/articles/goldman-sachs-warns-ai-debt-150748535.html" rel="noopener noreferrer" target="_blank">Goldman Sachs Warns on AI’s Debt Tsunami — Is This the End of the AI Boom? by Rich Duprey—Yahoo! Finance</a><a href="https://www.bis.org/publ/arpdf/ar2026e1.htm" rel="noopener noreferrer" target="_blank">Progress and peril by Pablo Hernández de Cos—BIS</a><a href="https://www.federalreserve.gov/newsevents/speech/cook20260527a.htm" rel="noopener noreferrer" target="_blank">The Opportunities and Risks AI Presents for the Economy and Financial System by Governor Lisa D. Cook—The Federal Reserve</a><a href="https://www.federalreserve.gov/publications/files/financial-stability-report-20260508.pdf" rel="noopener noreferrer" target="_blank">Financial Stability Report by The Board of Governors of the Federal Reserve System—The Federal Reserve</a><a href="https://www.bis.org/publ/qtrpdf/r_qt2603u.htm" rel="noopener noreferrer" target="_blank">Financing the AI infrastructure boom: on- and off-balance sheet borrowing by Egemen Eren, Ingomar Krohn and Karamfil Todorov—BIS</a><a href="https://www.dallasfed.org/research/economics/2026/0210-searls-aifinancing" rel="noopener noreferrer" target="_blank">How AI debt financing impacts duration supply and interest rates by Hugo De Vere, Srini Ramaswamy and Seth Searls—Federal Reserve Bank of Dallas</a><a href="https://www.bloomberg.com/news/articles/2026-06-08/us-life-insurers-held-807-billion-of-highly-illiquid-credit" rel="noopener noreferrer" target="_blank">US Life Insurers Held $807 Billion of Hard-to-Sell Credit by Alexandre Rajbhandari—Bloomberg</a><a href="https://www.insurancebusinessmag.com/us/news/technology/insurers-are-funding-ai-infrastructure--naic-wants-to-know-if-the-ratings-hold-up-578762.aspx" rel="noopener noreferrer" target="_blank">Insurers are funding AI infrastructure – NAIC wants to know if the ratings hold up by Paul Lucas—Insurance Business</a><a href="https://www.sifma.org/research/statistics/us-corporate-bonds-statistics" rel="noopener noreferrer" target="_blank">US Corporate Bonds Statistics—sifma</a>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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