Post by Barings

Name: AI has gone from being A story, to being THE story. How can credit market investors manage risk (a
Uploaded: 2026-04-30T13:20:01.704Z
Channel: Barings
Description: AI has gone from being A story, to being THE story. How can credit market investors manage risk (and find opportunities) in software and other sectors impacted by AI? That’s the question we asked

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AI has gone from being A story, to being THE story. How can credit market investors manage risk (and find opportunities) in software and other sectors impacted by AI? That’s the question we asked Brad Lewis, CFA on the latest episode of Streaming Income. Listen or Watch Now: Barings: https://lnkd.in/enAW8G23 YouTube: https://lnkd.in/e8Ze6xaR Apple Podcasts: https://lnkd.in/eicXJFGJ Spotify: https://lnkd.in/eEk37UUm Episode Timestamps: 01:22 – Brad’s background & tech’s historical development in high yield 04:39 – Why AI became THE story in late-25/early-26: new models, agents & an equity sell-off 09:01 – AI fears bleed into credit markets: Leveraged loans, BDCs, CLO selling, lower terminal values 11:21 – SaaS-pocalypse or hyperbolic headlines? 15:03 – Parsing winners from losers & core vs. non-core software 16:34 – 3 ways to identify if a company really has a “moat” or defensible business model 21:06 – AI-related risks and opportunities in sectors outside of software 23:50 – How AI exposures compare between public and private credit markets 29:35 – What Brad is watching next for AI (and where investors may not be focusing yet) 38:44 – Why process matters more than ever amid relentless AI headlines 40:22 – More optimistic or pessimistic on AI’s credit market impact in the years ahead?

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