Henry Fudge
Region: GB
Saturday 27 June 2026 10:15:39 GMT
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Henry Fudge :
Apologies for the delay guys, blame easy jet, and if I’m slow on responses today, it’s because we’re getting married today! I’ll be back in the evening 🫡
2026-06-27 10:34:43
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icetray :
Congrats on marriage Henry!! Hope you have a fantastic day, and thanks for all the useful info ✨
2026-06-27 10:50:40
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Tony Brooks :
Wow that is an eye opener thanks for the education.
2026-06-27 17:59:56
2
Bon Sek :
sounds similar to the good old collateralised subprime mortgage to me
2026-06-27 11:48:17
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bunningsnagsfg :
sounds like a grown up version of those dodgy builders whose small company gets to go bankrupt, but the individuals just get to set up another construction company
2026-06-27 14:35:39
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chiawow1701 :
unrelated question, where did you get that coat?
2026-06-27 12:55:19
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active_ravine43 :
I just want to say one thing about data centers. because of the Ai boom computer components have began appreciating instead of depreciating like technology normally does. tech normally depreciates in value when the next generation of the technology comes out because it's typically cheaper and easier to make the previous generation now than it is the new gen. AI has been consuming so much hardware though that it is inflated the prices across the board. memory, storage, mobos, GPUs and now CPUs are all appreciating, even last generation hardware is appreciating in value e.g: 32gb ddr4 ram kit would cost £60-£90 in autumn 2025 compared to today where it costs £200-£260. I'm not an economist my background is tech but it definitely seems suspicious to me that AI is inflating hardware prices while AI companies biggest asset is also hardware.🤔
2026-06-27 10:52:24
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Adrian :
Congrats on your marriage Henry! Also you should make a youtube!
2026-06-27 16:13:09
2
read_lenin :
basically this is all a house of cards and when it falls it falls on us, the workers. this sounds like the kind of scheme that Elon musk did to save his ass. he bought Twitter for 44b after he was forced to, he found a bunch of creditors and investors, the company value tanked to 24b, he sold Tesla stock to found xAI, xAI bought Twitter at 34b self evaluation, then spaceX bought xAI, or merged idk. so now all the debt was held by spacex, they released an IPO that was overvalued and all the initial investors and creditors in Twitter got paid. or at least that's how i understand it, i don't know if you made a video on it
2026-06-27 12:21:02
5
“””” :
Excellent analysis; always a tough one communicating BOE reports in an accessible way.
2026-06-27 11:19:21
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Iraq lobster :
Shouldn’t someone somewhere have a fiduciary duty to prevent this happening?
2026-06-27 12:43:29
1
Christian Hill :
An increase in PIK usage has me slightly concerned to be honest. FSB published an interesting paper back in May on this exact topic.
2026-06-27 10:42:09
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user5549994971559 :
great analysis 👍👍👍👍👍
2026-06-27 10:49:42
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darell issa rae :
Unrelated: what watch is that?
2026-06-27 19:40:08
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Mark Cockett :
I am sure you did a good financial analysis before entering into this arrangement??
2026-06-27 13:10:08
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Bini :
your videos are really helping me keep up with the economy ty
2026-06-27 11:07:38
1
glitchy_k :
Is this also why a lot of AI companies are moving to be publicly traded? To get more cash flow into them so they can pay off their private credit or atleast lessen future exposure to it?
2026-06-27 19:20:29
0
Olaaf :
in 2007 mortgages were rewarded to insolvent ppl because the intermediate earned a fixed sum
2026-06-27 19:26:59
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Iraq lobster :
Investors are wising up to the PE exploding debt scam. PE is just looking for “pricing power” (ie inelastic demand), selling real estate assets to a holding company and then renting them back at an initially low rate, kinda like subprime loans
2026-06-27 12:41:39
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Lukas🪙 :
Very informative and as always very interesting to watch, thanks for the great content 🙏
2026-06-27 11:23:32
1
Mark Cockett :
Congratulations on your wedding day!
2026-06-27 13:08:20
0
A :
MFS collapse over here was a good demonstration too. I can recall at least one bank who had to walk back a statement that they weren’t exposed once they realised they indirectly were - to the tune of a few hundred million $$
2026-06-27 16:11:00
1
RustSocialist :
Henry, great video as always. Do you have any good books or resources for better understanding all this stuff? (valuations, finance, banking system etc.)
2026-06-27 12:46:25
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pani🧛🏿 :
banger
2026-06-27 10:23:57
1
zerth :
how can I invest on the opposite side of this?
2026-06-27 13:24:37
2
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