AI Credit Boom Risks Telecom-Era Bust, Sycamore Warns
Trey Parker, chief investment officer and co-founder of Sycamore Tree Capital Partners, sees opportunities in credit related to the AI boom, along with risks. He tells Bloomberg's Julie Fine that he sees parallels to the late-1990s telecom collapse and favors short maturities and strong data-center tenant ratings. (Source: Bloomberg)
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