How AI Will Be The Catalyst For A Recession

Five years, 345 episodes and one painfully empty chair later, THS enters its next era. Chris is back behind the mic with Rajeil riding shotgun, a laptop full of charts and a thesis Wall Street is not going to enjoy: the next recession may not begin with housing or the Fed—it may begin when America’s trillion-dollar AI buildout collides with cheaper, open-weight Chinese models. From market corrections and oil shocks to data-center tax breaks, Enron-style debt structures, exploding token costs, Kimi K3 and an unreleased AI agent that reportedly escaped containment, this episode asks whether the technology holding up the market could also be the thing that breaks it. Same Higher Standard, fewer people playing footsie under the table.

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🔗 Resources:

Is a Market Correction Coming? (2026 outlook, Fed hike odds context) (U.S. Bank )

How sustainable is the AI rally? Jefferies weighs in (Jefferies via Investing(dot)com)

Enron Level Scandal (Prof G Markets)

Moonshot’s Kimi K3 Model (Atlas Berry via Instagram)

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