Search · resolved
Which podcasts are discussing APO?
70 ATTRIBUTED IDEAS · 34 EPISODES · 18 SHOWS
The shows
Capital Allocators
Business Breakdowns
The Julia La Roche Show
The Compound and Friends
Eurodollar University
a16z Podcast
Animal Spirits
CNBC Fast Money
WSJ What's News
Barron's Streetwise
Commodity Culture
Excess Returns
Goldman Sachs Exchanges
Masters in Business
Monetary Matters with Jack Farley
The Acquirers Podcast
The Derivative
Yet Another Value Podcast
Where the discussion went deepest
20 JUL3W AGOMONETARY MATTERS WITH JACK FARLEY · 36:20
Short opportunities in asset manager-owned insurers
“The speaker argued that alternative asset managers face systemic liquidity risks through their life and health insurance units due to underpriced surrender options and high leverage.”
Nick Nemeth: Private Credit Will Blow-up Insurance System · with Jack Farley
Core thesis · 5/5Verify in source →
18 JUL4W AGOTHE JULIA LA ROCHE SHOW · 01:46
Banks face growing private credit & non-bank exposure
“The speaker argued that major US banks face structural headwinds as high trading revenues mask falling asset returns and unhedged non-recourse credit risks to private funds.”
#391 Chris Whalen: $4 Trillion Private Credit Risk, Double-Digit Inflation & Housing's 2005 Warning · with Chris Whalen
Core thesis · 5/5Verify in source →
9 JUL9 JULEURODOLLAR UNIVERSITY · 15:46
Banks retrenching from private credit fund leverage
“Major global banks are curtailing credit lines and back leverage to private credit funds due to deteriorating collateral value and mispriced risks.”
HSBC Just Issued A Dire Warning To The Entire Banking System
Core thesis · 5/5Verify in source →
24 JUN24 JUNEURODOLLAR UNIVERSITY
Private credit liquidity and redemption contagion risks
“The speaker argued that escalating investor redemption requests in non-traded private credit funds signal growing distrust in asset valuations and a structural shift toward negative net flows and credit cycle downturns.”
Private Credit Redemptions Just Crossed the Line Of No Return
Core thesis · 5/5Verify in source →
27 MAY27 MAYA16Z PODCAST · 20:00
Apollo's business: retirement income meets industrial renaissance financing
“The guest framed Apollo's core business as matching the retirement income needs of an aging population with the massive capital demands of a global industrial renaissance.”
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation · with Marc Rowan
Core thesis · 5/5Verify in source →
9 MAY9 MAYEURODOLLAR UNIVERSITY · 1:30
Apollo's transparency signals private credit rot
“The speaker argued Apollo Global's moves to stockpile cash, criticize peers, and offer daily portfolio valuations are behavioral changes confirming the private credit sector is deteriorating into 'toxic waste'.”
All Hell Breaks Loose: BlackRock, JP Morgan, Blue Owl, OpenAI
Core thesis · 5/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.