AI-related private credit

What experts have said about AI-related private credit

1 statement · 1 negative

1. Adam SchwabNegativeJul 27, 2026· The Contrarians with Adam and Adir

   AI-related private credit resembles another subprime-mortgage-style risk.

   “That feels like another whole whole subprime mortgage thing.”

   Listen at 53:26

   Open the episode · AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong Places

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.