SCOUT· 33%9m·2026-11-05·MoneyA Credit Perspective on the AI Buildout
The AI investment boom is reshaping capital markets, creating opportunities and raising questions about leverage and risk. Vishy Tirupattur and Dan Toscano discuss what this means for the credit cycle and the broader financial system. Read more insights from Morgan Stanley. ----- Transcript ----- Vishy Tirupattur:…
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
- Platform
- 33%
- Community
- no read yet
- Value
- no read yet
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
What people are saying
“use speakers who pronunciation is clearer”
“Midterm Recalibrated Discount Rates”
Similar episodes from other shows
More like Thoughts on the Market →
How AI Debt Is Reshaping Credit Markets
28%AI credit supply tests market capacity
31%Amanda Lynam, Chief Credit Strategist in Global Investment Research, Goldman Sachs
AI Can Tell Us Something About Credit Market Weakness
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.