Summary:

I break down why 2026 is giving “housing crash déjà vu,” what credit default swaps have to do with AI, and why the signs of an AI correction are getting louder. I connect the dots between the mid-2000s housing bubble and today’s AI mania. From distorted balance sheets to credit default swaps reappearing as investor “shelters,” I unpack how debt, equity, and narrative are inflating valuations — and why a correction could hit harder than expected.

Chapters:

00:00:00 — Why 2026 Feels Like the Matrix: Housing Crash → AI Bubble

00:01:00 — The Return of Credit Default Swaps (and Why That Matters)

00:02:00 — Debt, Equity, and the Illusion of Growth in AI

00:03:00 — Narrative vs. Fundamentals: What Breaks First?

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Music Credit: Good_B_Music

Mentioned in this episode:

Left in Exile Intro

Left in Exile Intro