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: Why $1.2 Trillion Vanished And What It Means For Your Portfolio
A $1.2 trillion Nasdaq plunge looks like a crash, but we break down why it is a targeted AI trade sell-off with money rotating into defensive sectors. We also explain what hedge funds are doing, why junk-rated AI project debt matters, and how t...
Felix Nikolas Prehn: Why Central Banks Keep Buying Gold As Prices Fall
Gold drops more than 3% in a day, yet central banks and top Wall Street research desks keep leaning into gold. We break down the short-term forces hitting the price, the long-term reasons demand is surging, and the practical ways to own gold wi...
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...
