What Matters Podcast Transcripts
MA Financial Group · 35 episodes with transcripts
'What Matters' is back for season four! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today!
Spoken has transcripts of 35 What Matters episodes, with the speakers named. The newest listed here is from September 25, 2026.
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Latest What Matters transcripts
The Compute Economy: Is Capital AI’s Next Bottleneck?
September 25, 2026
David Moberley (0:00)
That type of number would put AI Compute as an asset class, the second largest asset-backed debt market in the world behind the US mortgage market, which is roughly about 13 trillion.
SPEAKER_2 (0:12)
In this episode of What Matters, we are joined by David Moberley, a Managing Director at MA Financial, with deep experience investing in high-growth technology businesses. David argues that capital is emerging as the next major bottleneck in the AI build-up, and explores just how much financing will be needed to…
David also tackles one of the key questions facing the AI investment boom. With extraordinary amounts of capital already being deployed, are we starting to see the returns?
Tom Brown (0:58)
Welcome to What Matters, our latest episode. Today we're joined by David Moberley, who recently joined MA Financial as a Managing Director working in Asset Management. He brings deep experience investing in and identifying high growth technology businesses. And as a pretty impressive track record in doing so, David…
- The Compute Economy: Is Capital AI’s Next Bottleneck?
- 'Made Personal': Building FDC
- Private Credit. The Beautiful Game: Why process matters more than individual talent
- 'Money, Children and Happiness' with The Barefoot Investor, Scott Pape
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