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: 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...
Petrodollar System: Saudi Arabia, Gold And The Dollar
The petrodollar system built in 1974 tied Saudi oil sales to the dollar and recycled the proceeds into American assets. Felix Nikolas Prehn explains how the recent missile strike on Riyadh's main airport has accelerated a quiet shift in Saudi A...
Felix Nikolas Prehn: What Happens When Interest Costs Outrun Growth
I break down the growing signs that the US Treasury is leaning on the bond market while long-term yields keep rising anyway. Then I connect that bond math to real life: mortgage rates, inflation pressure tied to AI spending, and how concentrate...
Japan Bond Crisis And The Dollar: Why Gold Is Not Ready
Japan's 30-year government bond yield hit a record 4.18 per cent, a event Felix Nikolas Prehn argues is a dress rehearsal for what awaits the United States and other heavily indebted economies. The episode traces the so-called widow maker trade...
