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Which podcasts are discussing ARES?
19 ATTRIBUTED IDEAS · 13 EPISODES · 8 SHOWS
The shows
The Compound and Friends
The Julia La Roche Show
Bloomberg Surveillance
Capital Allocators
The Acquirers Podcast
Eurodollar University
The Business Brew
Thoughtful Money
Where the discussion went deepest
4 APR4 APRTHE JULIA LA ROCHE SHOW · 4:30
Private credit a slow-motion trade wreck
“The guest framed private credit as a slow-motion wreck with Lehman moment potential, posing reputation risk and potential defaults for sponsors.”
#356 Chris Whalen: The Fed Can't Fix This
Core thesis · 5/5Verify in source →
6 MAR6 MARTHE COMPOUND AND FRIENDS · 18:30
Private credit as the potential crisis epicenter
“The discussion framed private credit as 'this generation's version of subprime' - a sign of underlying stress in opaque, shadow banking that could be the source of the next crisis.”
True or False - Private Credit Is This Generation’s Subprime
Core thesis · 5/5Verify in source →
25 FEB25 FEBTHE COMPOUND AND FRIENDS · 12:00
Private credit faces a pre-crisis reckoning
“The discussion, citing Jamie Dimon and Lloyd Blankfein, argued parallels to the pre-2008 period, with concerns about sloppy underwriting, a tidal wave of capital, and illiquidity creating a potential crisis, especially in software loans.”
Stocks in Pre-Crisis Mode, Multiple Compression, the Citrini Crash, Halo Goes Viral
Core thesis · 5/5Verify in source →
31 JUL2W AGOBLOOMBERG SURVEILLANCE · 3:30
31 JUL2W AGOBLOOMBERG SURVEILLANCE · 8:00
Private credit fundamentals remain strong
“The CEO argued that private credit fundamentals are healthy, with low non-accruals, solid cash flow growth, and strong institutional demand, contradicting narratives of an impending collapse.”
Bloomberg Surveillance TV: July 31st, 2026
In depth · 4/5Verify in source →
31 JUL2W AGOBLOOMBERG SURVEILLANCE · 5:00
Diversified digital infrastructure capital structure play
“The case was made that Ares is attacking the digital infrastructure opportunity in a diversified, global manner across the full capital structure, from data center development to infrastructure debt and equity.”
Bloomberg Surveillance TV: July 31st, 2026
In depth · 4/5Verify in source →
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