Large sections of the debt and equity markets now depend on the ongoing growth of a vast AI ecosystem that ranges from chipmakers to hyperscalers to end-consumers. Does this week&#x27;s drama in the South Korean Kospi market point to a wider problem? On this week&#x27;s Merryn Talks Money Markets Wrap, Author of the Money Distilled newsletter John Stepek, is joined by Bloomberg&#x27;s Private Companies Managing Editor, Neil Callanan to talk through the the AI industry&#x27;s growing reliance on debt, concerns about circular financing, and whether or not any crash here could spill over into the wider financial system.<br>See omnystudio.com/listener for privacy information.

Markets Wrap: Trouble Ahead For The AI Money Machine?

Merryn Talks Money

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Welcome to the Merryn Talks Money Market Wrap, where we talk about the biggest moves in markets this week and what's been driving them. I'm John Stepek, senior reporter and author of the Money Distilled Newsletter. And joining me in the studio today is Bloomberg's private companies managing editor, Neil Callanan. Neil covers hedge funds, asset management and real estate in EMEA. So in today's show, I basically wanted to talk about the AI industry.

Markets Wrap: Trouble Ahead For The AI Money Machine?

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Markets Wrap: Trouble Ahead For The AI Money Machine?

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.