In this discussion, Robert Schiffman, a Senior Technology Credit Analyst, dives into the complexities of tech credit markets, explaining recent fluctuations in corporate debt and AI's impact on valuations. Leo Kelly, the Founder and CEO of Verdance Capital Advisors, explores the intersection of AI investments and private equity, offering insights on market cycles and infrastructure spending versus application-driven growth. Together, they analyze how these trends may shape both the economy and job structures moving forward.
