@henryfudgeofficial: Your pension may not be as diversified as you think. AI now dominates the largest US stocks, an increasing share of new investment-grade bond issuance, and the financing behind data centres. When you follow the money, what looks like diversification begins to resemble one enormous leveraged investment theme. Is this the next Minsky moment, or just the natural consequence of the AI investment cycle? Full breakdown in the video. #ai #kospi #economics #pensions #finance

Henry Fudge
Henry Fudge
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Region: CH
Friday 31 July 2026 17:19:16 GMT
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globalsimok
Michael McGrail🌐🇺🇸🇺🇦🇿🇲 :
Okay, cracking one open and watching The Big Short and Margin Call again... lesson learned, right? 😐😏
2026-08-01 10:09:38
0
ewesst
E🇺🇸 :
I mean this kindly, you are my favorite vaguely sinister looking finance bro who helps be understand what the real sinister finance bros are doing.
2026-07-31 22:42:51
655
onlypooches
OnlyDogs :
Pen…sion?
2026-07-31 21:11:28
0
jesseee21
Jesse :
He got played by the big boys.
2026-07-31 21:26:50
729
henryfudgeofficial
Henry Fudge :
So ehh yeah. Not great. We probably shouldn’t all laugh at him too hard since we all seem to be in the same ahh portfolio
2026-07-31 17:20:17
376
glitchy_k11
glitchy_k :
Its Friday so imma just order a Domino's pizza and ignore the implications of this economic storm
2026-07-31 17:41:32
578
with.fresh.perspectives
with.fresh.perspectives :
Henry. I’ve figured out your brand positioning. You describe yourself as a “Former wealth manager”. I used to think that meant you used to be a wealth manager in the past. But if I understand the implications of your discussion, the market size of people who formerly had wealth is about to explode. Thus “former wealth” manager now makes sense.
2026-08-01 00:04:09
63
fejk_fejk
fejk :
poor him only 10B
2026-08-01 11:08:01
0
nashslonyara2009
СаняЮпитер :
How many percent ?
2026-08-01 07:29:42
122
hexxiiiz
Yvan Vivid :
It's like a poker game where everyone keeps raising and bluffing indefinitely, and suddenly you wonder whether cards will ever actually be shown.
2026-07-31 21:07:11
142
dpasea
dpasea :
I can’t wait for the end of ‘trust me bro’ companies. I’m having a g and t and simmering frustration from my lack of knowledge.
2026-07-31 17:51:50
32
truckminsterfuller
truckminster fuller :
everybody looks like a genius in a bull market
2026-08-01 00:31:53
74
crypto19600
crypto1960 :
A.I.: All Illusion
2026-08-01 08:48:36
2
tedeakennedy
tedeakennedy :
why do you where your watch like that?
2026-08-01 00:58:45
1
jackmontg0mery
jackmontg0mery :
Liquidated him then market and tech stocks jump the next day with some running 15% seems fishy if you ask me
2026-07-31 17:24:17
63
djfeas001
djfeas001 :
Jesse Livermore is laughing in his grave
2026-08-01 08:40:39
1
theo.the.dog
Theo Ashmore 🇨🇦 :
Investing in beer sounds good to me
2026-07-31 21:20:11
78
proverbialpotato
Potato :
Very scary how people can fail upward. A huge loss for everyone else but a huge paycheck for him in the end.
2026-07-31 20:37:58
15
braddersuk2500
bradders :
The interesting thing is companies that built AI and asked staff to use it, they now find it too expensive for them to use and now asking staff not to use AI in their own businesses
2026-07-31 22:07:01
5
i_am_drippin
Apple :
So, we’re basically in a bit of a pickle
2026-07-31 18:05:28
12
ashenember0150
0150 :
Have you ever got around to explaining why you are located in Switzerland?!? And since we're all holding hands now,🤣 if you are a former wealth manager, what do you do currently?
2026-07-31 19:42:35
30
iraqlobsterbtw
Iraq lobster :
Bear Stearns outperformed the market every month by about 10% annualized for years. Until they didn’t and they went bust immediately. That’s what this margin call looks like
2026-07-31 20:57:25
25
john.of.essex
JohnD :
I check my 401k Everytime I see one of your videos
2026-07-31 20:07:44
7
am4r_001
Amar :
Love this content.
2026-07-31 17:29:46
10
userjmzquthq6n
user47304504606 :
I’m 25, they’re dumb for giving him 42 billion. Yall lucky it wasn’t me
2026-07-31 21:34:38
28
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