Bloomberg Intelligence's weekly podcast on fixed income, credit, currencies, and commodities.
Credit Crunch: Monroe's Uddin on Software, Middle Market Lending
Credit Crunch
Monroe's Uddin on Software, Middle Market Lending
“The thesis of AI is very big. It's probably one of the largest events in at least my lifetime," says Monroe's President Zia Uddin, when discussing the creditor concerns about how AI may impact borrowers. "But what ends up happening is everyone kind of throws the baby out with the bathwater.” Uddin joins Bloomberg Intelligence’s Noel Hebert on the latest episode of Credit Crunch to talk about why not all software is created equal when it comes to AI exposure, as well as the benefits of originating deals and having navigated prior cycles when it comes to responding to market volatility. Uddin also discusses the large domestic opportunity set, growth areas for the firm, the current interest rate climate, the varied risk profiles of large vs. mid-market lenders and retail vs. institutional needs. Listen to this episode on Apple Podcasts and Spotify.
Mar 27, 2026