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

Page: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/home-depot-s-warning-private-credit-growth-ai-bubble-and-credit
Text version: https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838/home-depot-s-warning-private-credit-growth-ai-bubble-and-credit.md
Podcast: [Van Hesser's 3 Things in Credit - A KBRA Podcast](https://stenobird.com/podcast/van-hesser-s-3-things-in-credit-a-kbra-podcast-4507838)
Published: 2025-11-21T19:19:23+00:00
Episode link: https://podcasters.spotify.com/pod/show/kbra981/episodes/Home-Depots-Warning--Private-Credit-Growth--AI-Bubble-and-Credit-e3b9vad
Audio file: https://anchor.fm/s/109cbc12c/podcast/play/111524621/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-10-21%2F499d3ec0-69ef-6e57-c42b-acfbfffa4e48.mp3
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Duration seconds: 660

## Resource

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.

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## Transcript

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