Episode

Home Depot’s Warning, Private Credit Growth, AI Bubble and Credit

Podcast: Van Hesser's 3 Things in Credit - A KBRA Podcast
Published: Nov 21, 2025
Duration seconds: 660
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Canonical source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Home-Depots-Warning--Private-Credit-Growth--AI-Bubble-and-Credit-e3b9vad
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Summary

This week, our 3 Things are: Home Depot’s warning. Consumer durability is under pressure. Private credit growth. Tracking leveraged finance growth is more relevant. AI bubble and credit. Much-needed perspective on the topic of the day.