

AI Borrowing Creates a New Credit Playbook
Chief Fixed Income Strategist Vishy Tirupattur takes a look at how credit markets are adapting to fund the new phase of AI capex. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley’s Chief Fixed Income Strategist. Today – The critical…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
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.
Similar episodes from other shows
More like Thoughts on the Market →
Amanda Lynam, Chief Credit Strategist in Global Investment Research, Goldman Sachs

Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One

Credit markets flash warning signs: beginning of cracks in the system? 5/17/23

Is AI’s Circular Financing Inflating a Bubble?
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.