AI Debt Boom Sparks Warnings

Danielle Poli, Managing Director and Co-Portfolio Manager of Global Credit at Oaktree Capital Management joined Bloomberg Open Interest to break down the hidden risks behind the AI boom, why higher interest rates may be here longer than markets expect, and where investors are still finding 8-10% yields. She warns that massive AI debt issuance could create future cracks in credit markets, especially in private credit and leveraged loans.