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Monthly episodes discussing this topic, 2025-12 to 2026-02.
Not enough disagreement in the transcripts to form camps. These are the positions taken by people with demonstrated expertise on this topic first, then by how many people heard them on it, then by VoiceRank.
Companies with strong balance sheets should utilize debt as a financing tool because it is currently very cheap.
“My answer is no. I think they're borrowing money because they can because it's super cheap and that there's a concept that demand for not just AI but bonds are so insatiable that they can go out and do a hundredyear uh maturity.”
Bloomberg Podcasts · Feb 2026 · 1 episode · 905 views on this topicPositions are extracted from transcripts by a model and may misattribute who said what. Every quote links to the episode it came from.