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JD Audena
life’s better when it’s bold, curious, and a little chaotic | building & becoming always | in service of the future | fellow omnipotentialite and friend to @KyleHudson
stacklist.com/jdaudena
life’s better when it’s bold, curious, and a little chaotic | building & becoming always | in service of the future | fellow omnipotentialite and friend to @KyleHudson
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Application software loans, with $147B outstanding, hit hardest by AI fears
Credit priced the thesis before equity did. Application-software loans now trade three to four points below infrastructure credit, against about one point in January.