Robert Schiffman
Senior Technology and Internet Credit Analyst at Bloomberg Intelligence who explains why major tech firms are issuing large amounts of debt to finance AI build-outs.
Top 3 podcasts with Robert Schiffman
Ranked by the Snipd community
171 snips
Nov 19, 2025 • 32min
How Big Tech’s Debt Machine Is Powering the AI Boom
In this engaging discussion, Joe Feldman, a retail analyst at the Telsey Group, shares insights on Home Depot's surprising earnings, linking weather patterns to consumer behavior. He highlights resilient spending on big-ticket home items. Robert Schiffman, a credit analyst at Bloomberg Intelligence, explains why tech giants like Amazon are accumulating massive debt to fuel their AI ambitions, arguing that this demand is genuinely driven by enterprise needs. He also discusses the balance between leveraging debt and maintaining market flexibility.
12 snips
Feb 10, 2026 • 30min
Tech Debt Binge Is Just Getting Started
Anurag Rana, BI equity analyst focused on AI adoption and capex, and Robert Schiffman, BI tech credit analyst expert in corporate borrowing and long-dated debt, discuss the AI build-out and massive CapEx needs. They cover pace of industry adoption, training versus inference revenues, why firms sell ultra-long bonds, chip and token-cost risks, geopolitical supply threats, and who may face fallout if demand cools.
Feb 9, 2026 • 4min
Single Best Idea with Tom Keene: Richard Clarida & Robert Schiffman
Richard Clarida, former Fed vice chair turned PIMCO economist, and Robert Schiffman, a Bloomberg Intelligence analyst focused on tech credit, join to discuss central bank independence, the Fed’s asset mix, and massive tech bond deals. They explore why long-term debt makes sense for hyperscalers and how capital strategy fuels big AI and infrastructure bets.
