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The Gray Files

The Gray Files

Erika Barker
Veröffentlicht: 2026-01-19
© Copyright 2025 All rights reserved.
The Gray Files - QR Code
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19 Folgen
Audio
Anhören auf Apple Podcasts
Gratis0%
19 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2026-01-19
© Copyright 2025 All rights reserved.
Aktuelle Folge
Michael Burry’s Final Warning: The AI Bubble is a "Circular Fraud"

Michael Burry’s Final Warning: The AI Bubble is a "Circular Fraud"

Is the AI revolution a generational miracle or a trillion-dollar accounting trick? In Episode 19 of The Gray Files, host Erika Barker breaks down a chilling new thesis from Michael Burry, the legendary investor who predicted the 2008 housing collapse (f
Länge: 1:33:14
Abspielen
Is the AI revolution a generational miracle or a trillion-dollar accounting trick? In Episode 19 of The Gray Files, host Erika Barker breaks down a chilling new thesis from Michael Burry, the legendary investor who predicted the 2008 housing collapse (featured in The Big Short).
We dive deep into Burry’s latest warnings from "Cassandra Unchained" regarding the AI Bubble and why he believes the "Magnificent Seven" (Microsoft, Google, Meta, Amazon) are hiding a $176 billion depreciation crisis.
In this episode, we explore:
The Escalator Effect: Why AI CapEx is destroying Return on Invested Capital (ROIC).
Accounting Smoke & Mirrors: How tech giants are extending server life to artificially inflate profits, and why Amazon is the only one telling the truth.
Stranded Assets: Why $1 trillion in data centers could become "economically crippled" by 2027.
The Power War: Why the U.S. is structurally positioned to lose the AI race to China’s massive electrical grid.
Circular Revenue: Is Nvidia, OpenAI, and Microsoft caught in a "vendor-financed" feedback loop reminiscent of the Dot Com crash?
Whether you are a retail investor, a data scientist, or a tech enthusiast, this "mini-masterclass" in finance will help you see the math that Wall Street is trying to ignore.
Folgen-ID: 1000745688164
GUID: grayfiles.podbean.com/9bf12e5c-7dde-3203-aa92-a377d08254bc
Erscheinungs­datum: 19.1.2026, 04:58:04

Beschreibung

What if the systems that run our world, governments, algorithms, economies aren’t just flawed, but alive?
The Gray Files is a weekly documentary podcast that explores the hidden machinery of civilization: data science, psychology, AI, surveillance, chaos theory, and the invisible networks of power.
Hosted by Erika Barker, a data scientist and investigator of hidden patterns, each episode peels back the layers of reality to reveal how technology and ideology shape human behavior and how emergent systems quietly control our lives.
If you have ever felt the algorithm watching you, doubted the headlines, love systems theory, or sensed collapse before others noticed, this is the podcast for you. Follow The Gray Files and see the code behind civilization.

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