Is private credit the next subprime crisis?

#ai #stocks #inflation #privatecredit Trader Talk Host Kenny Polcari, Visible Alpha Head of TMT Research, Melissa Otto, and Michael Gayed, The Free Markets ETF Co-Portfolio Manager, break down the key things investors need to watch, including inflation, private credit risks, and semiconductors. #markets #nvidia #investing #oil #finance #technology Chapters 00:00 Oil prices and the Iran conflict 03:45 Why inflation could become stickier 05:25 Is private credit the next big risk? 07:32 Can the Fed still cut rates? 10:17 Why AI spending keeps exploding 13:12 How AI agents could replace jobs 16:30 Why software companies are under pressure 20:07 Why AI changes the value of data 23:09 Bullish or bearish for the rest of 2026? == — Facebook: https://www.facebook.com/yahoofinance — X/Twitter: https://x.com/YahooFinance — Instagram: https://www.instagram.com/yahoofinance/ — TikTok: https://www.tiktok.com/@yahoofinance — LinkedIn: https://www.linkedin.com/company/yahoo-finance https://finance.yahoo.com/