YouTube Transcript

HSBC Pulls Back From the $3.5 Trillion Private Credit Market After Major Bankruptcies

Sep 2, 2026

•

2 min read

HSBC Pulls Back From the $3.5 Trillion Private Credit Market After Major Bankruptcies

HSBC is pulling back from the riskiest part of a $3.5 trillion market after taking a $400 million charge tied to a lender it never lent to directly. The loss travelled through two intermediaries before it landed. For private credit funds, borrowing against their own loan books just got harder and more expensive.

Jordon Barnett

YouTube Transcript

The USA Wants AI Companies To Give Up Equity To A Public Wealth Fund

Aug 21, 2026

•

2 min read

The USA Wants AI Companies To Give Up Equity To A Public Wealth Fund

Two competing proposals would give the US public direct equity stakes in the country's largest AI companies - one mandatory at 50%, one voluntary at 5%. Neither has passed, and neither looks likely to this year. But 69% of Americans back the idea, and that number is doing more work than the legislation.

Jordon Barnett

YouTube Transcript

Vietnam's Financial Centre Will Tokenise $4B Of Infrastructure With RWA

Jul 22, 2026

•

2 min read

Vietnam's Financial Centre Will Tokenise $4B Of Infrastructure With RWA

Da Nang's international financial centre is moving to tokenise a 100km expressway and a $3 billion metro line, opening Vietnam's infrastructure pipeline to global investors through blockchain for the first time.

Jordon Barnett

YouTube Transcript

Sovereign Funds Are Buying AI Data Centers Before They Hit The Stock Market

Jul 18, 2026

•

3 min read

Sovereign Funds Are Buying AI Data Centers Before They Hit The Stock Market

MGX is in live negotiations to acquire Singapore's Day One before its $20 billion IPO — and the deal reveals exactly how sovereign funds are racing to own the physical layer of AI in Asia.

Jordon Barnett

YouTube Transcript

The US Invests $10B+ to Turn the Philippines Into an AI Superpower

Jul 4, 2026

•

3 min read

The US Invests $10B+ to Turn the Philippines Into an AI Superpower

The U.S. and the Philippines are building an AI-native industrial zone on the old Clark Air Base, and the capital opportunity is in the physical layer — power, data centers, land, and minerals processing - not the software.

Jordon Barnett

YouTube Transcript

10 Firms Have A Monopoly On Real Estate Capital Raising

Jul 3, 2026

•

3 min read

10 Firms Have A Monopoly On Real Estate Capital Raising

Ten firms raised a third of all global real estate capital this year, with Blackstone and Brookfield alone accounting for $35 billion, and the gap between the top of the market and everyone else is only getting wider.

Jordon Barnett

YouTube Transcript

Abu Dhabi Invests $60B Into AI Infrastructure To Replace Oil Dependence

Jun 26, 2026

•

4 min read

Abu Dhabi Invests $60B Into AI Infrastructure To Replace Oil Dependence

Abu Dhabi is deploying $60 billion across AI infrastructure and global trade corridors in under six months, positioning itself as the neutral sovereign capital of the next economy - and the structure of these deals tells you exactly what they're planning.

Jordon Barnett

YouTube Transcript

Chinese Banks Are So Big Their Largest Borrower Is Now The USA

Jun 24, 2026

•

4 min read

Chinese Banks Are So Big Their Largest Borrower Is Now The USA

The four largest banks in the world are all Chinese, state-owned, and collectively hold assets comparable to US annual GDP - and most people in finance still aren't paying close enough attention.

Jordon Barnett

YouTube Transcript

The $3 Trillion Private Credit Market Is Becoming A Problem

Jun 17, 2026

•

4 min read

The $3 Trillion Private Credit Market Is Becoming A Problem

Private credit has seen incredible growth, expanding 15x in under 15 years to become a $3 trillion market. This makes it the fastest-growing asset class in institutional finance, yet many outside Wall Street are unfamiliar with it.

Jordon Barnett

YouTube Transcript

HSBC Pulls Back From the $3.5 Trillion Private Credit Market After Major Bankruptcies

The USA Wants AI Companies To Give Up Equity To A Public Wealth Fund

Vietnam's Financial Centre Will Tokenise $4B Of Infrastructure With RWA

Sovereign Funds Are Buying AI Data Centers Before They Hit The Stock Market

The US Invests $10B+ to Turn the Philippines Into an AI Superpower

10 Firms Have A Monopoly On Real Estate Capital Raising

Abu Dhabi Invests $60B Into AI Infrastructure To Replace Oil Dependence

Chinese Banks Are So Big Their Largest Borrower Is Now The USA

The $3 Trillion Private Credit Market Is Becoming A Problem

Capital Arbitrage