Andrew Ross Sorkin

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476 appearances 1 recordings 1 series first heard Oct 2025 last heard 31 Oct

Andrew Ross Sorkin’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Oct 2025 with 1.

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And so that if we do have another crash, if you will, that it is not as deep and not as sustained.

What I think I don't know about today is I think it's harder to fully understand where all the leverage is today than we used to know.

You know, after 2008, so much of the the loan market in this country moved.

To private credit.

We don't really know all the disclosures about that.

Some of that's connected into the insurance industry now.

So there's a lot of sort of questions that I have.

And I also think this AI boom, which is sort of the euphoria.

I mean, it's back then RCA was the NVIDIA of its day.

Now it's NVIDIA.

How much of that whole boom is being powered by leverage?

So not to say that you look at, you know, meta.

And Google and all the big tech companies are obviously throwing a lot of their own cash at this problem, but also they're taking on

uh some debt, but they're also now partnering with all sorts of private credit funds and doing all sorts of other things.

And we're not just talking about the data centers themselves.

We're talking about, you know, the energy companies uh that are providing electricity and the construction and real estate.

There's there's all sorts of other component parts of this ecosystem that are being powered by leverage.

Well, you guys have been talking about all these circular deals, right?

These sort of round trip transactions.

That's a just another sign to me of a sort of euphoric moment where there's not really an ROI.

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