

Why Credit Is Core to AI Expansion
Our Chief Fixed Income Strategist Vishy Tirupattur brings in Vishwas Patkar, Head of U.S. Credit Strategy, and Carolyn Campbell, Head of Consumer and Commercial ABS Research, to explain our high conviction on the role of credit markets in data center financing. Read more insights from Morgan Stanley. ----- Transcript…
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 →
The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up

Is AI’s Circular Financing Inflating a Bubble?

For Data Centers, Power is the New Real Estate (Literally)

AI investors are getting nervous. Should they be?
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.


