Is The Consumer Tapped Out? (FvF Ep. 201)

In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, joins Sonu Varghese, Chief Macro Strategist at Carson Group, live from Penn State as Ryan navigates college move-in day and a few very real headlines along the way. From there, they dive into the increasingly complex financing behind the AI boom, including NVIDIA's role in funding AI infrastructure, the rise of "neo-clouds," private credit, and the shift of AI financing risk from corporate balance she...