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How Big Tech’s Debt Machine Is Powering the AI Boom | Prof G Markets

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Source: The Prof G Pod – Scott Galloway
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  • description: 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. Timestamps 00:00 - Today's Number 00:21 - Market Vitals 00:47 - Home Depot Earnings (ft. Joe Feldman) 09:56 - Ad Break 13:22 - Big Tech Debt (ft. Robert Schiffman) 30:43 - Credits — Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-newsletter Order "Notes On Being A Man" now! https://amzn.to/4nl4VKo Subscribe to No Mercy / No Malice: https://links.profgmedia.com/nmnm-yt-sub-desc Follow Scott on Instagram: https://instagram.com/profgalloway Follow Ed on Instagram and X: https://instagram.com/ed_elson_/ https://twitter.com/edels0n Note: We may earn revenue from some of the links we provide.
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