Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only cautious about the tech sector, but the tangential related sectors that are providing support for these new projects,” Robert Cohen, the firm’s director of global developed credit, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Robert Schiffman in the latest Credit Edge podcast. “Who knows what the spillover will be if the music stops?” Cohen added. They also discuss compressed returns in private debt markets, commercial mortgage-backed securities, how to invest in corporate bonds by duration, rating and sector — plus the outlook for 2026.

<p>Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. &ldquo;You have to be not only cautious about the tech sector, but the tangential related sectors that are providing support for these new projects,&rdquo; Robert Cohen, the firm&rsquo;s director of global developed credit, tells Bloomberg News&rsquo; James Crombie and Bloomberg Intelligence&rsquo;s Robert Schiffman in the latest Credit Edge podcast. &ldquo;Who knows what the spillover will be if the music stops?&rdquo; Cohen added. They also discuss compressed returns in private debt markets, commercial mortgage-backed securities, how to invest in corporate bonds by duration, rating and sector &mdash; plus the outlook for 2026.</p>

The Credit Edge reviews the top credit news of the week and looks at the week ahead, with in-depth research of the most important corporate sectors, trends and themes. Analysis of specific corporate bonds and credit default swaps is backed by Bloomberg Intelligence's robust data sets and indexes.

<p>The Credit Edge reviews the top credit news of the week and looks at the week ahead, with in-depth research of the most important corporate sectors, trends and themes. Analysis of specific corporate bonds and credit default swaps is backed by Bloomberg Intelligence's robust data sets and indexes.</p>

The Credit Edge by Bloomberg Intelligence

DoubleLine Is Ringing Alarm Bells on the AI Debt Funding Bonanza

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d6d778fe-6e8f-42d2-a07d-b38d015723b9/transcript

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