Podcast

The Universal Owner — Wednesday, July 29, 2026: Nobody Publishes That Number

Korea's benchmark fell 10.84% on Tuesday. The BIS published, the same day, that lending to AI firms is 8% of all private credit. The Bank of England will not tell you the level of the leverage connecting the two.

The Universal Owner — Wednesday, July 29, 2026: Nobody Publishes That Number

The Universal Owner · Daily podcast · Wednesday, July 29, 2026

Korea's benchmark fell 10.84% on Tuesday. The BIS published, the same day, that lending to AI firms is 8% of all private credit. The Bank of England will not tell you the level of the leverage connecting the two.

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