AWARE Synthetic Podcast, Q2 2025

The podcast simultaneously sheds light on potential instability in the current financial system and structural changes in the technology industry. The opaque growth of the private credit market and its interconnectedness with the banking system embed the possibility of a financial crisis, and the warning from JPMorgan’s CEO reinforces these concerns. At the same time, advances in AI technology are reshaping the Google search ecosystem and threatening the survival of independent media, while Netflix is emerging as a new type of defensive stock that shows strength during economic downturns. These intertwined risks and shifts will be key factors to consider when forecasting the future direction of financial markets and the technology sector.

The $2 Trillion Private Credit Market: Is It the Hidden Bomb in the U.S. Economy?

JPMorgan CEO Jamie Dimon Issues a Blunt Warning: “Credit Is a Bad Investment Right Now”

Why Google Search Is Dying: 2025 Edition

Netflix: A Defensive Stock for a New Era