“The AI boom is not a stock story. It’s a debt story.”
Dan Oliver explains how AI infrastructure debt could spread through private credit and insurance companies, potentially triggering another wave of Fed bailouts.
🔴 REGISTER NOW: 80x Bigger Than Enron: Prepare for the Financial System Crash
Date: Thursday, October 15th 2026
Time: 9:00am PST / 12:00pm EST
Save Your Seat:
📥 Download The Private Wealth Playbook:
📞 Schedule your FREE strategy call:
Chapters:
00:00 Why debt is the real problem
03:52 The AI bubble in historical perspective
06:30 Why the crash is inevitable
07:47 How AI debt gets inside insurance companies
11:08 Comparing the AI debt bubble to AIG in 2008
13:42 How policyholders can protect themselves
👋 STAY IN TOUCH WITH ITM & DANIELA
🟩 Schedule a Strategy Session: 866-706-9061
🟩 Email us at services@itmtrading.com
🟩 Official Homepage
🟩 Listen On The Go:
🟩 ITM’s Twitter:
🟩Daniela’s Twitter:
🟩Daniela’s Newsletter:
🌎 ABOUT ITM TRADING:
For more than 30 years, Phoenix-based ITM Trading has been a nationally recognized organization for trusted, data-backed research and investor education in the precious metals industry. They strategically assist clients nationwide, specializing in the different functions that physical gold and silver products provide in a diverse portfolio. ITM Trading’s mission is to give investors the knowledge, analysis, and lifetime strategies they require to confidently navigate the intricate monetary policies that restrict economic freedoms. They help build each client a custom portfolio designed to protect and grow their wealth and assets during economic downturns, hyperinflation, and currency resets.
Disclaimer: The information provided in this video is for educational purposes only and should not be construed as financial advice. Gold and silver prices are influenced by many factors and may fluctuate. All assets carry some risk and past performance does not guarantee future results. The views expressed by our hosts or guests do not always reflect the views of ITM Trading nor guarantee a specific outcome. Always conduct your own research and consult a financial advisor before making any investment decisions.
ITM Trading Inc. © Copyright, 1995 – 2026 All Rights Reserved.
#Gold #GoldPrice #AI #AIBubble #FinancialCrisis #DanOliver #FederalReserve
source
33 Comments
🔴 REGISTER NOW: 80x Bigger Than Enron: Prepare for the Financial System Crash
Date: Thursday, October 15th 2026
Time: 9:00am PST / 12:00pm EST
Save Your Seat: https://my.demio.com/ref/P4FOwJYf0u0QJgHG
Great information😊
She's so smart. She's my Mommy.
Marxists and the comptromised by them.
yes, but the noosphere changes…..so everytime is different, especially now. We will see….how this evolves. He could have said these things 2 years ago, and the punishment for not being in the stock market these past 2-3 years would have been severe. I do think you have to be cautious with these kinds of markets…..
When you reach the end what is more logs on the fire worth…
Wow
In the "1930s" depression, the banks were failing left and right. But the insurance companys came out smelling like a rose. That's they are way more corrupt. Fact. And they still are.
Apparently, a lot of these boomers have never used AI.
You sexy son of a gun!
This guest looks AI to me. Something about his mouth moving and the words being produced seems odd/off.
This is a pretty poor analysis. The private credit debt which can include AI is wide spread and not centred in insurance companies.
My specialism is capital modelling at insurance companies and in the US and EU we have regulatory capital standards. Meaning when we hold debt that is riskier we get penalised by having to hold more capital to prove we can pay policy holders. So yeah insurance companies absolutely have private credit. As do pension funds, sovereign wealth funds, etc. But it is quite diversified and not centred just in insurance companies
Historical ground truth. Thanks again.
What spot?
i am doing tai chi for years the chair work out is working well in cafeteria or beer fest….
Gold price is going 3x-5X soon folks, load up some ounces.
Stop using the word lobby and use the word bribe.
So pretty, and what did she do to her lips—big mistake
A must-watch interview!
This framework is extremely helpful:
MIC – Military Industrial Complex
FIC – Financial Industrial Complex
TIC – Technical Industrial Complex
Sounds just like the mortgage fraud leading up to 2008
How does your guest feel about Trump’s deal to buy diesel from Russia is that ok? As they use those funds to assist Iran in killing our service men and women
AI can help you understand 100s of pages. of an insurance company doucment.
Insurance companies are not significant buyers of Treasury bonds. The guest is incorrect about that.
I listen to hundreds of podcasts and the one ranks very high because Dan is very good at explaining the situation clearly in terms and examples that are easy to understand. Thanks.
rumor has it that the chinese AI version is not quite so powerful BUT MUCH cheaper to build and operate and THUS purchase by customers. which version will win out, u s or china??
Yeah, isn't it sad that they won't ket laws pass to correct situations like this. No honor in our government agencies anymore.
Its also a catch 22.. if it works it will kill the economy.. if it fails it will crash the economy.
As long as passive income continues markets will keep going up
Of course they are going to bail them out – the gfc crisis cost the us people trillions and they got nothing for it – don't want to think what the ai bailout is going to be
They way Dan broke it down is on point.
If more people really understood what happened… They crashed the economy by making wild speculative bets, pure greed. The American people paid with massive bailouts. Then, these losers, the banks, took the money and gave themselves full pay and massive bonuses.
I searched the WWW for the tax consequences of cashing my whole life policy, and found only rotten advice.
I've had the policy 55 years and every year have left dividends on deposit, received a 1099 and paid tax as ordinary income on the earnings. None of the gurus on the web even mentioned the fact that no tax is due on the amount I already paid tax on. Even AI didn't get that, but simply regurgitated the same old line about "if you paid less in dividends than you received, you lose". Now, what insurance company is going to give you more than you paid in? Definitely not Mass Mutual.
the sentiment 6:35 is still too,bearish for the top to be in imho