David Taylor

speaker
997 appearances 8 recordings 2 series first heard Apr 2026 last heard 15 Sep

David Taylor’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
3 · Sep OctJan 26AprJulnow

Recordings per month over the last 12 months — 8 in all, peaking in Sep 2026 with 3.

Appearances

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ABC Business Daily · Finance experts get hacked and spruik crypto · 6 Aug 2026 podcast
It wants to be the behemoth.
It wants to be the big player.
It's had a lot of catching up to do to catch up with other companies, including Microsoft.
that it wants to be a big player.
So the market is saying it's invested too much in debt and it's not sure if it's going to get the revenue back for what it's used that debt to buy.
But the Oracle's CDSs, Oracle's credit default swaps, have soared since January, up from about 0.4% to well over 2%.
It doesn't sound like much, but that is an enormous increase in the credit default swaps.
Now, the reason why it's interesting and the reason why analysts are onto it is because credit default swaps don't go from 0.4% or 0.5% to 6% or 7%.
It happens gradually, and we're getting to the point now where industry analysts and participants are saying credit default swaps are too high for comfort now.
So the AI giants, the tech giants need to show that the hundreds of billions of dollars, the trillions of dollars that they're investing in, it's going to pay off with the end user providing revenue for these companies.
It's a lot of money.
And let's just go back to a really broad systemic principle here.
These companies are investing.
They're using the share market, they're using private credit, and they're using now debt.
to invest.
Now, it's really important to point out that from the global financial crisis, the regulators decided that it was important to make sure the banks were safe.
So there were massive regulations around what banks could offer these companies.
Now, if you fast forward to now, the private credit market was never regulated to anywhere near the same degree as the public banking system in terms of their lending to these big tech firms.
So there's all sorts of questions around how much these firms are associated or attached to private credit.
But there's also enormous concern about how much these companies are investing using debt.
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