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Patrick Boyle On Finance

Patrick Boyle

300 episodes

This podcast is all about quantitative finance and financial history. Subscribe to hear about financial markets, derivatives, and how investors use quantitative tools from statistics and corporate finance theory. Included are interviews with some of the most interesting thinkers in finance. Occasional longer form financial documentaries, open up fascinating elements of financial markets history. Patrick Boyle is a quantitative hedge fund manager, a university professor, and a former investment banker. To contact Patrick visit http://onfinance.org Find Patrick on YouTube at: https://www.youtube.com/c/PatrickBoyleOnFinance DISCLAIMER:This podcast is not affiliated with any financial institution. The information provided is for entertainment purposes only and does not constitute financial advice. Those seeking investment advice should seek out a registered professional in their home jurisdiction and confirm their credentials on your national regulator's website. Patrick Boyle is not responsible for any investment actions taken by viewers and his content should not be used as a basis for investment or other financial decisions.

Episodes page 1 of 6

  1. Who Really Pays for AI Data Centers?

    · 29 min · S6 E43

    Americans now oppose new AI data centers by roughly three to one, ranking them below coal plants and nuclear power stations, and towns across the country are passing moratoriums faster than tech companies can build. In…

  2. Did Ukraine Just Bomb the Russian Bots?

    · 36 min · S6 E42

    In October 2026, Ukrainian drone strikes knocked out three of Yandex’s six major data centers, and a viral chart claimed that Russian bots had vanished from social media overnight. They hadn’t. In this video, we look…

  3. The French Bond Market Is on Fire

    · 30 min · S6 E41

    France now pays more to borrow than Greece and Italy, and French bond yields have hit their highest level in almost a quarter of a century. In this video, I look at why the French debt crisis is happening now: a global…

  4. Turkey's $20 Billion Fund Collapse Explained

    · 34 min · S6 E40

    In September 2026, Turkey's investment fund industry collapsed, after funds run by Tera and Pusula failed to meet redemptions and regulators froze and liquidated 131 funds holding about $20 billion of savings belonging…

  5. Is Anthropic Worth Two Trillion Dollars?

    · 33 min · S6 E39

    Anthropic is preparing what could be the biggest IPO in history, at a reported valuation of around $2 trillion – while Nvidia, the company actually making money from AI, trades at its cheapest valuation in over a…

  6. The Doomsday Cult Inside OpenAI

    · 32 min · S6 E38

    In July 2026, a swarm of more than 1,000 OpenAI AI agents broke out of their testing sandbox and hacked Hugging Face — and the way they did it was far stranger, and far more mundane, than the headlines suggested. This…

  7. Why Germany Stopped Working

    · 31 min · S6 E37

    Germany just freed up half a trillion euros to rebuild itself — and eighteen months later, the money has barely moved. So, what has gone wrong with the country that used to be Europe's economic engine?Everyone has a…

  8. The Social Reckoning That Wasn't

    · 34 min · S6 E36

    Last month Meta agreed to pay up to $18 billion dollars to settle claims that it knowingly harmed teenagers — a number the press immediately called Big Tech's "tobacco moment." Wall Street responded by sending the…

  9. Scott Bessent Is at War With Prices — and Prices Are Winning!

    · 45 min · S6 E35

    Treasury Secretary Scott Bessent is trying to force down US Treasury yields with surprise bond buybacks — and it isn't working. In this video we break down Bessent's activist debt management strategy, why doubling the…

  10. How Much Would an AI Crash Destroy?

    · 36 min · S6 E34

    Two chip stocks recently drove seventeen percent of the entire global stock market's return in a single month — which tells you just how concentrated the AI trade has become, and how exposed the average investor now is…

  11. The Hidden Risk in the US-Japan Yen Rescue

    · 32 min · S6 E33

    In July 2026, the US Treasury did something it hadn't done since 1998: it intervened in the currency markets to prop up the Japanese yen — and Treasury Secretary Scott Bessent, a former Soros hedge fund manager, ran…

  12. Does Leopold Have Situational Awareness?

    · 40 min · S6 E32

    Last week, 24-year-old Leopold Aschenbrenner — former FTX staffer, ex-OpenAI researcher, and author of the viral 165-page essay "Situational Awareness" — managed to lose roughly two-thirds of his $45 billion hedge fund…

  13. Big Tech's Hidden Debt Problem

    · 32 min · S6 E31

    Nikkei Asia recently reported that the five biggest US tech companies are carrying an estimated $1.65 trillion in "hidden," off-balance-sheet debt — and a lot of commentators have reached for the word "Enron" to…

  14. Where is Venezuela’s oil money?

    · 38 min · S6 E30

    When the United States took control of Venezuela's oil exports in early 2026, it collected an estimated $13 billion in crude sales — but the official ledger in Caracas records almost none of it, and six months on there…

  15. The World's Best Stock Market Is Also Crashing!

    · 37 min · S6 E30

    South Korea has the best performing stock market in the world for the second year running — and it's also in the middle of one of the worst bear markets on earth. The KOSPI is down around 27% from its June peak, more…

  16. Is Russia Actually Losing?

    · 34 min · S6 E29

    Russia's war economy is running out of road. Ukrainian drone strikes have knocked out roughly a third of Russia's oil refining capacity, forcing an energy superpower to ration petrol at home and import gasoline from…

  17. The Real Reason European Cars Can't Compete

    · 26 min · S6 E28

    Europe's automotive industry is facing a historic crisis as Volkswagen weighs unprecedented factory closures and massive job cuts. However, the root of the problem isn't just high energy costs or European…

  18. Brexit, 10 Years On: What It Actually Cost Britain

    · 37 min · S6 E27

    Ten years on from the 2016 Brexit referendum, the UK is about to appoint its seventh Prime Minister in a decade — so was Brexit worth it? In this video we break down the real economic impact of Brexit: how much it…

  19. How to Lose a Global AI Monopoly in One Afternoon

    · 28 min · S6 E26

    Last week, shortly after Anthropic launched its most powerful AI models, the U.S. government imposed export controls restricting foreign nationals from accessing them - and rather than try to verify the citizenship of…

  20. What SpaceX, Anthropic and OpenAI’s IPOs mean for investors

    · 39 min · S6 E25

    Yesterday SpaceX became the largest company ever to go public, in an IPO that values Elon Musk's rocket-and-AI conglomerate at $1.78 trillion. But SpaceX is just the first. Anthropic and OpenAI have both filed to go…

  21. When a Housing Boom Turns to Bust

    · 27 min · S6 E24

    A three-bedroom "dunger" in New Zealand with peeling paint and boarded-up windows sold for 1.81 million dollars at the peak of the boom. A few years later, prices had fallen by as much as a third in real terms, recent…

  22. This Is Probably Fine!

    · 30 min · S6 E23

    US 30-year Treasury yields just hit 5.2% — the highest level since July 2007. UK gilt yields are at levels not seen since 1998. Japanese bond yields are at record highs. Something is happening in global bond markets,…

  23. The Most Unprofitable IPO in Wall Street History

    · 30 min · S6 E22

    This week, SpaceX filed the prospectus for what is expected to be the largest IPO in history. The document is extraordinary — part financial disclosure, part science fiction, and part governance structure that a…

  24. What Trump's China Visit Actually Achieved.

    · 26 min · S6 E21

    As Donald Trump and Xi Jinping wrap up their summit in Beijing with little more to show for it than a few awkward handshakes, the media is left wondering where the big breakthrough went. But as we explore in this…

  25. The Dumbest Takeover Bid

    · 31 min · S6 E20

    GameStop — the meme stock famous for selling physical video game discs to people who no longer buy physical video game discs — has made an unsolicited 56 billion dollar offer to acquire eBay. GameStop is worth…

  26. The Unanchored Central Banker: Manoj Pradhan on Inflation, Demographics, and Why AI Won't Save Us

    · 51 min · S6 E19

    Today, Manoj Pradhan of Talking Heads macro and Fundamenta capital returns to the show to discuss his new book, co-authored with Charles Goodhart, which serves as a highly anticipated sequel to their prescient work,…

  27. Is Inflation About to Get Much Worse?

    · 33 min · S6 E18

    U.S. consumer sentiment has fallen to a 74-year low. Brent crude is above $125 a barrel. And several highly credible economists had been warning that inflation was coming back — long before the first missile was fired.…

  28. Energy Markets are on the Verge of a Disaster

    · 28 min · S6 E17

    The stock market just hit a record high. Meanwhile, captains in the Persian Gulf are turning off their transponders and sneaking through the Strait of Hormuz in the dead of night. Only five ships made it through…

  29. The Bizarre World of Prediction Markets

    · 30 min · S6 E16

    Prediction markets like Kalshi and Polymarket have been described as "truth machines" that produce more accurate forecasts than traditional polling. In this video we look at how they actually work, why the federal…

  30. How Did the Metaverse Fail So Badly?

    · 31 min · S6 E15

    In October 2021, Mark Zuckerberg stood in front of the world and announced that the future of human interaction would be something called the metaverse. He was so confident about this that he renamed his…

  31. Canada is a Warning to the Rest of the World!

    · 32 min · S6 E14

    Canada has every advantage a country could ask for — vast natural resources, a stable democracy, world-class universities, and a highly educated population. So why has its GDP per capita fallen from 80% of the American…

  32. The Crisis Hidden Inside the Iran War

    · 28 min · S6 E13

    Equity markets have spent the past month treating the war in Iran like a minor inconvenience — a 'buy the dip' opportunity rather than a structural crisis. But while stock traders debate whether the President will…

  33. Is Private Credit a Threat to The Financial System

    · 25 min · S6 E12

    While the world is distracted by global conflict, a panic is building in the private credit market. In this video, we go inside the opaque world of Private Credit - examine the "Golden Age" of lending that is rapidly…

  34. SpaceX IPO Scandal

    · 29 min · S6 E11

    SpaceX is targeting a $1.75 trillion valuation for what could be the largest IPO in history. In this video, we examine how Elon Musk is folding a money-burning AI startup and a struggling social media platform into a…

  35. The UK is a Warning to the Rest of the World

    · 27 min · S6 E10

    Why has the United Kingdom transitioned from being a global economic powerhouse to a stark warning for other advanced nations. While the United States economy has surged ahead of the rest of the world since the 2008…

  36. The Winners & Losers from Trumps New Tariffs

    · 30 min · S6 E9

    In this episode, we explore the legal and economic fallout of the Supreme Court's landmark decision to strike down the "Liberation Day" tariffs, a move that has left the administration scrambling for a "Plan B". We…

  37. Bitcoin Is Crashing and Exchanges Freezing Up

    · 31 min · S6 E8

    This podcast explores the 2026 "Deep Freeze" of the crypto market, analyzing why the "digital gold" thesis has failed to protect investors as Bitcoin lags behind the S&P 500 total returns. We dive into the "Victory…

  38. The Co-Conspirators: The Men the FBI Tried to Hide

    · 28 min · S6 E7

    Jeffrey Epstein was a college dropout with no formal financial training who amassed a fortune worth hundreds of millions of dollars and mingled with presidents and billionaires. Drawing on court records and media…

  39. The Devil Himself! - The Worst of The Epstein Files

    · 45 min · S6 E6

    In today’s podcast, we examine the aftermath of the massive January 2026 data dump—three million pages of Jeffrey Epstein’s investigative files that the Department of Justice maintains contain no incriminating “client…

  40. American TikTok is Censoring Everything

    · 28 min · S6 E5

    On January 22, 2026, TikTok officially became an "American" company. The $14 billion deal, brokered by a consortium of politically connected investors, was supposed to end the years of national security concerns and…

  41. Does Europe Have a Financial Nuclear Option?

    · 22 min · S6 E4

    The recent Greenland crisis at Davos 2026 has shattered transatlantic trust, forcing Europe to confront a terrifying new reality: the need for strategic autonomy from the United States. Faced with what it views as…

  42. "Will No One Rid Me of This Turbulent Priest?": Trump’s Fed War

    · 26 min · S6 E3

    In a highly unusual move - the Department of Justice has opened a criminal investigation into Federal Reserve chair Jerome Powell. As America faces a high-stakes standoff over the future of the Federal Reserve, the…

  43. Trump vs. The World

    · 32 min · S6 E2

    Last week, the White House decided to pivot from "America First" to "America Everywhere." It began on Saturday morning with a 150-aircraft military strike to serve what Secretary of State Marco Rubio described as a…

  44. YouTube Censorship: The Video They Didn't Want You to See!

    · 19 min · S6 E1

    Two days after its release, my analysis of the Epstein files was on track to break every record on this channel. Then the yellow dollar sign appeared, and the video flatlined.In this video, we explore how algorithmic…

  45. The Epstein Files are Worse Than You Think!

    · 35 min · S5 E52

    The first two batches of the Epstein files have finally been released, and the revelations are explosive. For decades, the media and the justice system ignored the most basic question: Who helped him? Now, thanks to…

  46. Why the EV Revolution Just Stalled

    · 28 min · S5 E51

    Three years ago, the global auto industry was gripped by a collective hallucination. CEOs promised us that the internal combustion engine would be dead by 2035 and that legacy automakers were just one battery factory…

  47. Elon Musk Admits DOGE Was a Failure!

    · 34 min · S5 E50

    DOGE promised to cut $2 trillion from the U.S. budget. Instead, it delivered chaos, memes, and a black eye—literally. In this video, we unpack Elon Musk’s candid post-mortem on the Department of Government Efficiency,…

  48. The Infinite Money Glitch is Broken!

    · 24 min · S5 E49

    For years, firms like MicroStrategy turned buying Bitcoin into a corporate cheat code—raising billions, pumping token prices, and fueling meme-driven hype. But the magic loop has snapped. In this video, we break down…

  49. AI and the Death of the Career Ladder

    · 23 min · S5 E48

    For decades, a university degree was the golden ticket to a stable career and upward mobility. That promise is breaking down. Graduate unemployment is rising, entry-level jobs are disappearing, and automation is…

  50. Does OpenAI expect a Government Bailout?

    · 25 min · S5 E47

    OpenAI has signed $1.4 trillion in infrastructure commitments, but how do they plan to pay for it? Are government subsidies and taxpayer-backed guarantees the next step? In this video, we dive into the financing…

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