DoubleLine's Cohen Warns of AI Debt Funding Frenzy Risks
ByAinvest
Thursday, Nov 6, 2025 4:38 pm ET1min read
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Robert Cohen from DoubleLine Capital warns fixed-income investors to tread carefully when funding the AI boom, citing concerns over overcapacity driving losses and potential trouble for related sectors. Despite expectations of ample demand for tech sector debt, Cohen believes private credit markets don't offer enough additional return to compensate for reduced liquidity and transparency.

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