The Julia La Roche Show · Tuesday, September 8, 2026
Larry McDonald notes that aggressive data center financing is making many billionaire investors increasingly uncomfortable about the potential payoff timeline. He suggests that this aggressive investment environment is nearing a point where it may slow down, possibly within the next few months.
“Like the data center financing has been really aggressive, right? And so if you do the dinners, you can see there, you know, a lot of billionaire investors are more and more and more uncomfortable with when the payoff is going to be on these, you know, trillions of dollars of investing.”
“So we're really coming toward a wall where at some point, the, uh, the crazy investing is going to is going to stop or slow down. And, uh, that's probably in the next couple of months.”