In this discussion, Brian Yacktman, Founder and President of YCG Investments, shares expert insights on Moody’s Corporation, established in 1909 to democratize credit information. He unpacks the evolution of Moody’s, emphasizing its crucial role in reducing borrowing costs and its high-margin business model. The conversation touches on the impact of the financial crisis, comparing Moody’s to S&P Global and the agency's resilience to regulatory challenges. Yacktman also highlights how economic cycles and AI innovations are influencing the credit rating landscape.
