Season 1 · Episode 1
Private credit woes, Trump tariffs coerce US corporate right-scaling
Dealcast: The M&A Podcast · Anthony Phillips
October 28, 202515m 9s
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Show Notes
John West, Mergermarket’s global commentary editor and author of our weekly Continental Drift column, joins Dealcast host Julie-Anna Needham to discuss how corporates can navigate the new trade realities, along with other macroeconomic risks and opportunities.
- What is the real impact of First Brands and Tricolor on capital markets pipelines?
- How strong are the parallels between the boom in AI investment and the dotcom bubble?
- Could M&A financing become more expensive even if the Federal Reserve cuts rates?
All this and more in this week’s Dealcast.