The $25 Trillion AI Bubble Depends on One Thing… Debt

Blue Owl is back, the beleaguered alternative fund manager making news this time by refusing to partner back up with beleaguered former AI bubble star Oracle. This is big, especially since before now Blue Owl and Oracle worked together on seemingly everything. We’ve even got Tether’s CEO feeling the winds shift, admitting how Bitcoin’s struggles, for example, are a reflection of both the credit cycle and bursting AI anxiety.

Eurodollar University's conversation w/Steve Van Metre

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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

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EDU's Webinar Series REPLAY

There is a ton of smoke coming out from the credit markets right now. But is there fire? For the next hour and a half, join us in examining the issue from all the relevant angles and perspectives. Just how big is the "garbage pool"? What is the driving force behind the credit cycle? How can we tell if it is turning, or maybe has turned?

The most important funding system in the world is flashing warning signals, and almost no one is paying attention. Replay the full webinar at the link below:

https://event.webinarjam.com/m9wym/go/replay/1ym21cpxh8zfw3f4
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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU