Market videos

Danielle DiMartino Booth argues that debt-funded AI investment masks weak household finances and opaque private-credit stress. She says only 18% of hyperscaler debt sits on balance sheets, with 82% in off-balance-sheet vehicles, and cites CCC high-yield spreads above a thousand basis points as a warning. In this Kitco NEWS conference interview, she attributes precious-metals selling alongside technology to margin calls, while arguing credit stress could support metals. Her outlook depends on financing conditions and political risks, rather than a dated price forecast.