Latest / Wall Street Truthbombs Podcast
THE BOND MARKET WARNING: The Hidden Debt Crack In The AI Boom!
While stock traders focus on market highs, the credit market is quietly repricing the massive debt funding the $700 Billion AI buildout. Mark Malek breaks down why hyperscaler bond coverage ratios dropped from 5x to under 2x, why Oracle default insurance hit near 18-year highs, and what tightening credit spreads mean for 401(k) bond funds and tech valuations.CHAPTERS & TOPICS:• Stock Market vs. Bond Market: Where the Real Stress Is• Bond Coverage Ratios: 5x Demand Slips Below 2x• Oracle Credit Default Swaps at 18-Year Highs• Amazon & Meta Debt Deals: Private Credit & Extra Yield• How $570B AI…
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