Is the private credit boom starting to wobble?

About this episode

The episode discusses the potential wobble in the US private credit boom and its implications, alongside rising consumer spending trends in health and online gambling.

Independent analyst Jimmy Moyaha unpacks China’s order for Meta to unwind a major AI deal, as global tech tensions continue to escalate. Discovery Bank CEO Hylton Kallner joins us to discuss new data revealing a rise in consumer spending on health and online gambling – and what’s driving this changing behaviour. Harris Gorre from Grovepoint Investment Management looks at whether the US private credit boom is beginning to wobble and what risks that could pose for broader markets.

People in this episode

Guests: Jimmy Moyaha, Hylton Kallner, Harris Gorre

Topics covered

• private credit
• consumer spending
• AI deal
• global tech tensions
• health spending
• online gambling
• market risks

Keywords

• private credit
• consumer spending
• AI
• Meta
• China
• online gambling
• market risks
• Hylton Kallner
• Jimmy Moyaha
• Harris Gorre

Mentioned in this episode

Organizations: Meta, Discovery Bank, Grovepoint Investment Management

Places: China, US

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