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Which podcasts are discussing BAM?
9 ATTRIBUTED IDEAS · 4 EPISODES · 3 SHOWS
The shows
The Knowledge Project
a16z Podcast
The Julia La Roche Show
Where the discussion went deepest
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 →
17 MAR17 MARTHE KNOWLEDGE PROJECT · 05:00
Brookfield's backbone-of-the-economy investment focus
“The guest argued Brookfield's consistent investment thesis is to focus on high-quality assets that form the backbone of the global economy, though the specific assets within that theme have evolved.”
Beating the Market: Connor Teskey, CEO Brookfield Asset Management
In depth · 4/5Verify in source →
17 MAR17 MARTHE KNOWLEDGE PROJECT · 23:50
Oaktree acquisition as a strategic credit expansion
“The case for acquiring Oaktree was framed as a strategic move to gain market-leading credit expertise and a countercyclical business, complementing Brookfield's existing strengths.”
Beating the Market: Connor Teskey, CEO Brookfield Asset Management
In depth · 4/5Verify in source →
15 JUL15 JULA16Z PODCAST
Sovereign and mega-fund CapEx extends AI infra boom
“Non-corporate capital pools like sovereign wealth funds and massive infrastructure funds are poised to drive the next wave of AI infrastructure spending.”
From the Archive: Can Anyone Catch NVIDIA?
Substantive discussion · 3/5Verify in source →
15 JUL15 JULA16Z PODCAST · 18:56
Non-economic capital expands AI infrastructure CapEx runway
“Sovereign wealth funds and private infrastructure capital will sustain high AI infrastructure CapEx growth beyond immediate pure end-user economic payback.”
From the Archive: Can Anyone Catch NVIDIA?
Substantive discussion · 3/5Verify in source →
17 MAR17 MARTHE KNOWLEDGE PROJECT · 45:00
Local execution with central capital allocation
“The guest described Brookfield's operating model as combining local, autonomous boots-on-the-ground teams for sourcing and execution with a centralized, global group for final capital allocation decisions.”
Beating the Market: Connor Teskey, CEO Brookfield Asset Management
Substantive discussion · 3/5Verify in source →
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