Robert Schiffman
Senior Technology and Internet Credit Analyst at Bloomberg Intelligence who explains why major tech firms are issuing large amounts of debt to finance AI build-outs.
Best podcasts with Robert Schiffman
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Nov 19, 2025 • 32min
How Big Tech’s Debt Machine Is Powering the AI Boom
In this engaging discussion, Joe Feldman, a retail analyst at the Telsey Group, shares insights on Home Depot's surprising earnings, linking weather patterns to consumer behavior. He highlights resilient spending on big-ticket home items. Robert Schiffman, a credit analyst at Bloomberg Intelligence, explains why tech giants like Amazon are accumulating massive debt to fuel their AI ambitions, arguing that this demand is genuinely driven by enterprise needs. He also discusses the balance between leveraging debt and maintaining market flexibility.
Nov 25, 2025 • 31min
Trump Says He’ll Visit China; Xi Presses US Leader on Taiwan
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.
