Robert Cohen: Fixed Income the Ballast, Not Another AI Bet | Adjusted for Risk - YouTube

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DoubleLine Director of Corporate Credit Robert Cohen joins Zephyr’s Adjusted for Risk podcast, hosted by Market Strategist Ryan Nauman, to discuss the current macroeconomic environment, AI’s growing influence on credit markets and the state of corporate credit. Mr. Cohen distills the macro backdrop into two words: “war” and “AI.” The Middle East conflict has driven oil price volatility and raised the risk of a meaningful pickup in core CPI, he observes, while AI-driven capex from hyperscalers is simultaneously stimulating earnings and inflating valuations across equities and credit. Mr.…

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