Francis Hunt Warns South Korea Could Be The First Signal Of An AI Bust

Recorded on June 10 2026 at NRS Studios Francis Hunt, The Market Sniper, joins Steve Yang for a hard-hitting macro and markets discussion on South Korea, the Korean won, the AI boom, debt markets, gold, silver, and the warning signs he believes investors should be watching. Francis argues that South Korea may be an early pressure point for a larger AI-linked liquidity problem, with Samsung, SK Hynix, Korean equities, foreign capital flows, and yen carry trade exposure all feeding into the broader setup. The conversation connects Asian currency pressure back to the Nasdaq, passive ETF flows, chip demand, private credit, debt-market…