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From Mar 12, 2026

  • Shadow Banking Bubble: Reckless Credit Threatens Financial Stability

    Mar 3, 2026

    • A credit bubble has inflated in the shadow banking sector, driven by a false belief in "risk-free" high returns.
    • Widespread lack of due diligence and outright fraud in private credit mirrors past bubbles, though the underlying assets differ from 2008.
    • While not an "end of the world" scenario, its unraveling will cause significant financial and economic damage, impacting an already weak real economy.
  • The Rise of Podcast Hosting Companies

    Dec 5, 2025

    • The surge in podcast hosting companies indicates a shift towards decentralization.
    • RSS feeds remain crucial for maintaining media independence.
    • Statistical transparency is key for hosting platforms to differentiate themselves.