Danny Lewis

speaker

757 appearances 40 recordings 3 series first heard Feb 2025 last heard yesterday

Danny Lewis’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 37 in all, peaking in Mar 2026 with 9.

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WSJ What’s News · The U.S. Economy Is Teetering. Here Are Three Industries to Watch · 12 Apr 2026 podcast

I asked Joe how this moment compares to previous oil shocks.

Joe says the oil shock stands to benefit some countries more than others.

The U.S.

is a net exporter of crude oil, and even Iran is trying to make light of a bad situation, attempting to turn the Strait of Hormuz into a tollbooth.

I asked Joe how all this volatility could affect the economy.

That was Wall Street Journal reporter Joe Wallace.

Coming up, the AI industry has begun to look frothy to some investors, and the Wall Street firms behind private credit are under new pressures.

We'll dig into those.

After the break.

You may have heard the phrase private credit more often lately.

It's an area of the financial system where firms raise money from investors in order to make loans to companies that have historically had a hard time getting bank loans.

But while the sector has been growing rapidly in recent years, the Wall Street Journal's lead financial reporter, Ana Maria Andriotis, says investors are getting spooked by rising deferrals and delinquencies.

Ana Maria, why is this happening?

And can you give us a sense of just how big private credit is?

And you've recently reported that Blue Owl Capital has said investors sought to pull $5.4 billion from two of its funds in the first quarter.

So what happens to the companies that are using private credit if this funding stream dries up?

That's the Journal's lead financial reporter, Anna Maria Andriotis.

And that brings us to the third sector that could make or break the U.S.

economy, artificial intelligence.

Since the AI boom began several years ago, big tech has become crucial to the economy and the stock market.

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