Credit Currents - Moody's Ratings

Join Moody’s Ratings’ analysts every other Thursday as they break down the biggest stories in credit and why they matter.

Credit Currents - Moody's Ratings is a business podcast hosted by Unknown Host, with 122 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Credit Currents - Moody's Ratings, a business show with 122 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #12

  Why Patent Cliffs Are Fueling Pharmaceutical M&A

  Oct 1, 202611 minS4

  Pharma M&A is on track to exceed $160 billion this year, its highest level since before the pandemic. With $300 billion of revenue exposed to patent expirations over the next five years, drugmakers are turning to acquisitions to replenish pipelines and replace lost revenue. GLP-1 weight-loss drugs, along with oncology and neuroscience, key areas driving deal activity.    Host: Chandra Ghosal, Vice President, Moody’s Ratings  Guest: Michael Weinstein, Executive Director, Moody’s Ratings     Related Research:   Stable outlook reflects moderate earnings growth and reduced US policy risks , 1 June 2026  © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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  Episode #11

  Can the US power grid keep up with data center demand?

  Sep 17, 202612 minS4

  Data center growth is accelerating, but access to electricity is becoming a critical constraint. This episode of Credit Currents examines how utilities, developers and policymakers are adapting to unprecedented power demand driven by AI and cloud computing.   Host: Patrick Ronk, Vice President, Moody’s Ratings  Guest: Ryan Wobbrock, Senior Vice President, Moody’s Ratings   Related Research: Data Centers – US: Power grid constraints, affordability-driven regulatory pushback create potential delays , 14 September 2026  Regulated Electric and Gas Utilities – US: Risk mitigation key as utilities harness data center demand growth to expand rate base , 15 September 2026  US data centers pivot to on-site power , 16 September 2026  Oil & Gas – US: Data center boom offers gains for natural gas producers and midstream operators , 16 September 2026  © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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  Episode #10

  AI, Jobs and Productivity: What the Data Is Really Showing

  Sep 10, 202614 minS4

  AI adoption is accelerating across businesses and workplaces, but its economic impact remains difficult to measure. In this episode of Credit Currents , we examine the disconnect between rising AI usage and labor market and productivity outcomes. What are the drivers behind the gap, lessons we can use from the dot-com era, and the key metrics investors should watch as AI investment continues to grow? Listen now to find out.    Host: Greg Sobel, Vice President, Moody’s Ratings  Guests: Gabriel Agostini, Assistant Vice President, Credit Strategy and Standards, Moody’s Ratings    Related Research:   Widespread AI adoption is yet to affect labor market or productivity , 27 Jul 2026  AI brings competitive divergence and reshapes risks ,28 July 2026  Hyperscalers' asset-heavy model spurs borrowing, equity sales ,22 July 2026  Tokens are the currency of AI, and the smartest spenders will pull ahead , 13 July 2026  © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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  Episode #9

  Big Tech’s AI Spending Surge: What It Means for Credit Risk

  Jul 23, 202615 minS4

  AI may have begun as a technology race, but it is increasingly becoming a race for capital and infrastructure. As hyperscalers invest at unprecedented levels, a SpaceX IPO and potential offerings from OpenAI and Anthropic, are offering new insights into the financing needs, transparency and credit dynamics shaping the industry's next phase. Host: Chandra Ghosal, Vice President, Moody’s Ratings Guest: Kevin McNeil, Vice President, Moody’s Ratings Related Research: Hyperscalers' asset-heavy model spurs borrowing, equity sales https://www.moodys.com/research/Artificial-Intelligence-Technology-US-Hyperscalers-asset-heavy-model-spurs-borrowing-Sector-In-Depth--PBC_1490738 22 July 2026 Infographic: Massive CapEx feeding data center ecosystem https://www.moodys.com/research/doc--PBC_1486517 Hyperscaler capex to near $1 trillion in 2027, fueling AI growth, memory shortage https://www.moodys.com/research/Artificial-Intelligence-Data-Centers-US-Hyperscaler-capex-to-near-Sector-In-Depth--PBC_1483702 11 May 2026 Hyperscalers' reported AI-related lease commitments may understate economic risk https://www.moodys.com/research/Accounting-US-Hyperscalers-reported-AI-related-lease-commitments-may-understate-economic-Sector-In-Depth--PBC_1467708 23 February 2026   © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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  Episode #7

  Why the K-Shaped Economy Threatens US Growth

  Jun 18, 202620 minS4

  Is the US economy increasingly dependent on high-income consumers? In this episode of “Credit Currents,” Mark Zandi, Chief Economist at Moody’s Analytics, and Atsi Sheth, Chief Credit Officer at Moody’s Ratings, examine the reality of the K-shaped economy. They explore how the top 20% of earners now drive roughly 60% of spending, while lower-income households face mounting pressure from rising costs of essentials like food, fuel and housing. From premium airline demand to tightening credit conditions and weakening real income growth, this episode highlights why economic growth may appear stable, but is becoming increasingly fragile and concentrated. Host: Patrick Ronk, Vice President, Moody’s Ratings Guests: Mark Zandi, Chief Economist, Moody’s Analytics Atsi Sheth, Chief Credit Officer, Moody’s Ratings Related Research: Global Macro Outlook (May 2026 Update) - Global energy market stress weighs on growth prospects The State of the Consumer (March 2026) – US - Higher energy prices and a narrowing consumption base pose risks to spending The State of the Consumer (May 2026) – Europe - Middle East conflict will weaken consumer confidence and nascent economic recovery Geopolitical Risk – Global - Prolonged Strait of Hormuz disruption through autumn broadens credit stress   © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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