@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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jesseee21
Jesse :
He got played by the big boys.
2026-07-31 21:26:50
6250
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
5345
nashslonyara2009
СаняЮпитер :
How many percent ?
2026-08-01 07:29:42
2146
tin.pusher
tin.pusher :
The Winchester?
2026-10-01 09:13:13
0
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
1122
humberbumber
HumberBumber :
Describes the horrifying reality that our entire economic system is built upon praying that AI succeeds "Now here comes the scary part."
2026-08-01 18:00:15
607
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
106
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
1475
truckminsterfuller
truckminster fuller :
everybody looks like a genius in a bull market
2026-08-01 00:31:53
605
captainkalus
CaptainKalus :
jokes on you im too poor to he invested
2026-08-03 15:41:02
95
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
1552
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
267
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
80
theo.the.dog
Theo Ashmore 🇨🇦 :
Investing in beer sounds good to me
2026-07-31 21:20:11
337
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
182
druddigondude
Druddigon Dude :
You got greedy
2026-08-01 23:12:03
71
sandiegoisinsane
Therapy Daddy :
It’s hilarious because every 20 something year-old who’s ever been in charge of several billion dollars has gone down in flames
2026-08-01 03:28:14
84
anythingunused
Florin Moldoveanu :
"What can we do about it?... Go to the pub?" Yeah that sounds like a reasonable assessment 😂
2026-08-01 09:36:15
48
wrensucks
wren :
Literally him
2026-08-02 13:49:52
37
connie_bean
Connie :
Not me waiting until the end for some hope core and solutions 😭
2026-08-02 16:30:07
50
userjmzquthq6n
Comrage Chuang Jianguo :
I’m 25, they’re dumb for giving him 42 billion. Yall lucky it wasn’t me
2026-07-31 21:34:38
63
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
45
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
50
ade.brit
Ade.Brit.🇬🇧 :
The pubs were packed on Friday evening. It really is the best option for your sanity.
2026-08-01 07:42:17
17
koolkat408
KoolKat :
Yes, he’s down big but he’s also up big from $225M to $10B He did not lose he won. he is still a billionaire.
2026-08-01 05:14:03
19
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