Lotfi Karoui, multi-asset credit strategist at Pimco, and Jeff Sherman, deputy CIO of DoubleLine Capital, join Scarlet Fu on "Bloomberg Real Yield. " They discuss hyperscaler debt, capex spending, and the high-yield market.
Source: [Bloomberg Markets](https://www.bloomberg.com/news/videos/2026-10-22/high-yield-a-tale-of-two-markets-pimco-s-karoui-video)