Markets Wrap: Trouble Ahead For The AI Money Machine? episode artwork

EPISODE · Jul 31, 2026 · 21 MIN

Markets Wrap: Trouble Ahead For The AI Money Machine?

from Merryn Talks Money · host Bloomberg

Large sections of the debt and equity markets now depend on the ongoing growth of a vast AI ecosystem that ranges from chipmakers to hyperscalers to end-consumers. Does this week's drama in the South Korean Kospi market point to a wider problem? On this week's Merryn Talks Money Markets Wrap, Author of the Money Distilled newsletter John Stepek, is joined by Bloomberg's Private Companies Managing Editor, Neil Callanan to talk through the the AI industry's growing reliance on debt, concerns about circular financing, and whether or not any crash here could spill over into the wider financial system.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jul 31, 2026

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