What podcasts say about Amanda Lynam

Every statement, with the speaker, the exact quote and the moment it was said.

What Amanda Lynam has said on podcasts

7 statements · 3 positive · 4 neutral

on Hyperscalers' AI-related debt issuanceNeutralSep 21, 2026· Bloomberg Surveillance
Hyperscalers account for 40% of global AI-related corporate debt issuance.
“they represent just 40 percent of the AI related issuance that's coming through the global corporate credit markets.”
Listen at 11:37
Open the episode · Second Half Economic Outlook
on Global AI-related debt issuanceNeutralSep 21, 2026· Bloomberg Surveillance
Global AI-related debt issuance has reached nearly $600 billion this year.
“We've counted nearly 600 billion of global AI related debt issuance so far this year.”
Listen at 11:51
Open the episode · Second Half Economic Outlook
on Credit allocationPositiveSep 21, 2026· Bloomberg Surveillance
Credit allocations should target yield and income rather than spread or rate gains.
“if you're allocating to credit, you should be doing that for yield and income, not for a potential total return boost from tighter spreads or lower rates.”
Listen at 14:04
Open the episode · Second Half Economic Outlook
on AI-related corporate credit issuanceNeutralSep 21, 2026· Bloomberg Surveillance
AI-related issuance will remain prominent through 2030 or 2031.
“We expect this to be a present theme in the corporate credit markets through 2030, even 2031”
Listen at 14:51
Open the episode · Second Half Economic Outlook
on U.S. investment-grade corporate bond marketPositiveSep 21, 2026· Bloomberg Surveillance
U.S. investment-grade corporate bonds have at least $500 billion of additional issuance capacity.
“there for sure is at least 500 billion by our estimates in USIG alone.”
Listen at 15:35
Open the episode · Second Half Economic Outlook
on AI-related capital spending financingNeutralSep 21, 2026· Bloomberg Surveillance
Multiple financing channels will need to fund AI-related capital spending.
“we believe a wide range of financing channels will need to participate”
Listen at 15:43
Open the episode · Second Half Economic Outlook
on Corporate credit markets' AI financing accessPositiveSep 21, 2026· Bloomberg Surveillance
Corporate credit markets can provide capital for AI-related financing needs.
“we are not concerned about access to capital for the AI theme from a corporate credit side.”
Listen at 17:56
Open the episode · Second Half Economic Outlook

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.