Felix Nikolas Prehn's Podcast
Felix Nikolas Prehn is an economist and former investment banker. Felix — alongside his golden retriever Winston — interprets the economy and markets.
Felix Nikolas Prehn's Podcast
Latest Episodes
Felix Nikolas Prehn: When The Money Gets Rewritten
A currency reset can quietly rewrite the value of your savings while you are still playing by the old rules. We lay out a calm plan built around what holds value outside fragile promises, plus the simple tests we use to spot businesses that can...
Felix Nikolas Prehn: How AI Infrastructure Fueled By Borrowing Can Break Markets
We break down why CoreWeave, a little-known AI “NeoCloud” lender-dependent business, may be the first crack in the AI plumbing that index funds rely on. We connect insider selling, distressed debt pricing, and credit default swap signals to a b...
AI Lending Risk: How Banks Earn Fees And Transfer Exposure
AI lending has become a case study in how Wall Street's fee machine operates. In this episode, Felix Nikolas Prehn, a former investment banker, traces the mechanics of a five billion dollar loan arranged by Goldman Sachs and JP Morgan for AI ch...
Felix Nikolas Prehn: Who Really Funds The AI Boom
We break down a $5 billion AI chip loan that major banks arranged, took fees on, and then mostly refused to hold, because the real story is risk transfer, not technology. We show how bullish AI research, quiet de-risking by trading desks, and “...
Silver To S&P 500 Ratio: Why It Signals A Historic Low
Silver priced against the S&P 500 is sitting near its lowest reading in half a century, a level that has preceded every major multi-year silver rally of the past fifty years. In this episode Felix Nikolas Prehn traces two rule changes drivi...
