In this episode of The Canadian Macro Investor, Simon and Dan dig into growing stress beneath the AI infrastructure boom. CoreWeaveâs debt is now trading at distressed yields as its borrowing costs surge, raising questions about how long heavily leveraged AI infrastructure companies can continue financing aggressive expansion. They discuss what a slowdown could mean for Nvidia, memory producers and the broader market if the AI spending cycle begins to unwind. Pasted text Pasted text
They also look at hotter U.S. inflation, the possibility that central banks keep rates higher, and whether the bond market is beginning to price in weaker growth and demand destruction. Meanwhile, the U.S. housing market has fallen into an unusually deep buyerâs market, even as Berkshire Hathaway continues adding to its position in Lennar. Pasted text Pasted text
Finally, they discuss mounting evidence that consumers are trading down as food companies and restaurants struggle to pass along higher costs, what that says about the increasingly K-shaped economy, and why affordability remains the issue households are feeling most directly.
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