SHOW / EPISODE

Moody's: Standing Firm in an AI World

Episode 25
14m | Mar 31, 2026

In this episode, Equity Analysts Steve Boland and Trevor Chang make the case that credit rating agency Moody’s Corporation is more resilient to AI disruption than the market believes. With a century of credibility, in a global duopoly, and with deeply embedded proprietary software, Moody’s durable competitive advantages make it difficult to displace.

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