Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
$115 Billion of Private Credit Priced for an AI Disruption the Market Has Yet to See
Episode $115 Billion of Private Credit Priced for an AI Disruption the Market Has Yet to See
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BIS Bulletin 128 flags $115B of BDC lending to software firms priced as generative AI leaves their revenue untouched. This desk reads a slow-motion mispricing.
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