‘Read my lips ass*ole: Collect. That. Credit. Fast!’

It’s getting murky out there. AI-related debts and capital expenditure soaring; long-term yields at multi-decade highs; a (Nvidia) love affair that has its own ramifications… … as the headline-grabbing CEO exit raises questions about the future of AI – even though $4trn-market cap Nvidia is bigger than its co-founder, right? (Wrong?); and then there are a slew of other exogenous risks to manage, but it’s all fine out there if you listen ...

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