How Big Tech’s Debt Machine Is Powering the AI Boom | Prof G Markets
Ed Elson is joined by Joe Feldman, Senior Managing Director at the Telsey Group, to unpack Home Depot’s earnings and what they reveal about the state of the American economy. Then Robert Schiffman, Senior Technology and Internet Credit Analyst at Bloomberg Intelligence, joins the show to break down why Amazon raised $15 billion in debt this week and explain how that strategy is shaping the AI boom.
Timestamps
00:00 - Today's Number
00:21 - Market Vitals
00:47 - Home Depot Earnings (ft. Joe Feldman)
09:56 - Ad Break
13:22 - Big Tech Debt (ft. Robert Schiffman)
30:43 - Credits

Subscribe to the Prof G Markets newsletter:
https://links.profgmedia.com/markets-newsletter
Order "Notes On Being A Man" now!
https://amzn.to/4nl4VKo
Subscribe to No Mercy / No Malice:
https://links.profgmedia.com/nmnm-yt-sub-desc
Follow Scott on Instagram:
https://instagram.com/profgalloway
Follow Ed on Instagram and X:
https://instagram.com/ed_elson_/
https://twitter.com/edels0n
Note: We may earn revenue from some of the links we provide.
The Prof G Pod – Scott Galloway
NYU Professor, best-selling author, business leader and serial entrepreneur Scott Galloway cuts through the biggest stories in tech, business, and investing with unfiltered insights, bold predictions and thoughtful advice. Podcasts include Markets with co...