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How Big Tech’s Debt Machine Is Powering the AI Boom
Manage episode 520184668 series 3658663
Ed Elson is joined by Joe Feldman, Senior Managing Director at the Telsey Group, to unpack Home Depot’s earnings and what they reveal about the state of the American economy. Then Robert Schiffman, Senior Technology and Internet Credit Analyst at Bloomberg Intelligence, joins the show to break down why Amazon raised $15 billion in debt this week and explain how that strategy is shaping the AI boom.
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Learn more about your ad choices. Visit podcastchoices.com/adchoices
211 episodes
Manage episode 520184668 series 3658663
Ed Elson is joined by Joe Feldman, Senior Managing Director at the Telsey Group, to unpack Home Depot’s earnings and what they reveal about the state of the American economy. Then Robert Schiffman, Senior Technology and Internet Credit Analyst at Bloomberg Intelligence, joins the show to break down why Amazon raised $15 billion in debt this week and explain how that strategy is shaping the AI boom.
Check out our latest Prof G Markets newsletter
Follow Prof G Markets on Instagram
Follow Scott on Instagram
Learn more about your ad choices. Visit podcastchoices.com/adchoices
211 episodes
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