What podcasts say about Emily Herbert

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

What Emily Herbert has said on podcasts

11 statements · 3 positive · 6 negative · 2 neutral

on HyperscalersNeutralOct 1, 2026· Unhedged
Hyperscalers are building data centres for cloud computing capacity.
“They're kind of building the data centres to house all of this cloud computing capacity.”
Listen at 2:44
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on HyperscalersNeutralOct 1, 2026· Unhedged
Hyperscalers are expected to borrow heavily for AI infrastructure.
“And so they have gone to the bond market and they're expected to borrow a very, very, very large amount of money over the next few years to do this.”
Listen at 4:32
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on Hyperscaler debtNegativeOct 1, 2026· Unhedged
Hyperscaler debt is expected to reach about $1 trillion by 2030.
“But for the hyperscalers, over the next few years to about 2030, we think it's going to be about a trillion dollars of debt.”
Listen at 5:00
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on HyperscalersPositiveOct 1, 2026· Unhedged
Hyperscalers are spreading issuance to avoid exhausting markets or raising costs.
“I think that there's a sense that they don't want to exhaust any one market or really push their costs up in any one place.”
Listen at 5:46
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on HyperscalersNegativeOct 1, 2026· Unhedged
Hyperscalers now pay substantially higher borrowing costs than governments and peers.
“But later into this year, that has really blown out and they're having to now pay when they go to the market, especially in the US, quite a bit more than the government would pay, quite a bit more than other companies that are a similar quality to them.”
Listen at 7:03
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on Hyperscaler capexNegativeOct 1, 2026· Unhedged
Uncertain and rising hyperscaler capex leads investors to expect more debt.
“The big problem is that... investors just don't know how much more debt is going to come because every quarter these companies come to the market and they revise up the number for how much they expect to spend on their capex and this means more debt”
Listen at 7:47
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on Hyperscaler bond issuesPositiveOct 1, 2026· Unhedged
Large hyperscaler bond issues demonstrate that other companies can issue similarly.
“It shows other companies that they can do it too.”
Listen at 9:48
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on Smaller corporate bond marketsNegativeOct 1, 2026· Unhedged
Investors may be nearing capacity limits in smaller corporate bond markets.
“I think maybe in some of the smaller markets, you know, you are starting to see signs that, you know, investors are maybe reaching a limit.”
Listen at 11:23
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on Hyperscaler bondsPositiveOct 1, 2026· Unhedged
Hyperscaler bonds currently offer attractive pricing relative to their value.
“these bonds are now at a pretty good price for what you're buying.”
Listen at 11:37
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on Hyperscaler debt issuanceNegativeOct 1, 2026· Unhedged
Existing investor capital cannot absorb hyperscaler debt issuance indefinitely.
“this debt can't be taken down from the existing pool of money forever and ever and ever.”
Listen at 11:51
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on AI-related market concentrationNegativeOct 1, 2026· Unhedged
Investors increasingly struggle to find non-AI assets that remain relatively safe if AI fails.
“it's getting much harder, I think, for investors to find somewhere that is not AI, where they can put money that will be kind of safe-ish if this all goes wrong”
Listen at 16:05
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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.