Latent EquityThe Latent Equity Brief
A weekly research video on Saturdays: the week's question, the consensus, our view, and what would prove us wrong. Newest first.
AI credit stress is real. It's on the wrong balance sheet.
Record CDS on the biggest AI spenders is real, but the hyperscalers have borrowed little against their cash flow.
Chip selloff: funding scare or demand peak?
The chip selloff is a funding question, not a demand verdict.
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Latent Equity: Research on the AI Economy, Explained Trailer
Latent Equity is an independent research desk on how AI is reshaping the economy and markets.
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