Jerry Murdock

speaker

1,795 appearances 3 recordings 2 series first heard Feb 2026 last heard 22 Aug

Jerry Murdock’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 — 3 in all, peaking in Feb 2026 with 2.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: The AI Bubble Will Burst: Half the Neoclouds Will Die | China: Should We Ban Chip Exports & Be Fearful of Chinese Open-Source | Mag7: Who Dies and Who Thrives: Why Meta is Meh and Microsoft is Mega · 22 Aug 2026 podcast

The reason I say this right now is of complacency.

We've got tremendous red lights that have been going on for a year or more on the credit markets.

And there's just complacency.

It's like, oh, we're fine.

And I don't think people are counting for risk.

I mean, if you think about it, those guys that are in the private debt market, the spreads are too narrow between real risk and not so much risk.

and they're not really accounting for that.

And so I'm concerned about that as one sector, but there's multiple because this AI revolution is incredibly complex with massive amounts of dollars being spent on it globally.

well complacency is the first thing you look at when it happened in 2008 2010 there was a handful of people which there's always been documentaries about these guys that made money on shorting the housing market but everybody else in the world had no idea what was really happening it was complacency complete you know and what you had was you know really ugly situation where the people that were supposed to be keeping an eye on things

which were the credit rating agencies and the credit risk departments of the big banks were asleep at the wheel.

And this terrible thing happened.

And there was a malaise enforcing this risk.

People didn't recognize because historically there had never been a huge default problem with mortgages.

And that was the kind of thinking that was there.

And they didn't realize that the underlying problems associated with credit.

I see the same thing today in that in the credit markets, there's many opportunities for there to be problems.

In the late 90s, you had long term credit blow up.

We just had Leopold blow up because he wasn't accounting for the leverage that he put on his fund.

I still see that there's the little warning signs that the complacency is the biggest issue.

In Japan, another problem, right?

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