EPISODE · Apr 28, 2026 · 24 MIN
Is the private credit boom starting to wobble?
from MoneywebNOW · host Simon Brown
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.
What this episode covers
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.
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Is the private credit boom starting to wobble?
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