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Which podcasts are discussing BX?
45 ATTRIBUTED IDEAS · 35 EPISODES · 18 SHOWS
The shows
Animal Spirits
a16z Podcast
Eurodollar University
The Compound and Friends
Thoughtful Money
WSJ What's News
Business Breakdowns
Capital Allocators
Commodity Culture
Masters in Business
Bloomberg Surveillance
CNBC Fast Money
Marketplace
Monetary Matters with Jack Farley
Motley Fool Money
The Acquirers Podcast
The Julia La Roche Show
The Pomp Podcast
Where the discussion went deepest
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 →
5 JUL5 JULEURODOLLAR UNIVERSITY · 00:00
Private credit liquidity crunch threatens AI data centers
“A widening liquidity squeeze in private credit - evidenced by capped redemptions and asset sales - is argued to pose a structural financing headwind for capital-intensive AI data center developments.”
Private Credit Just Burst The $25 Trillion AI Bubble
Core thesis · 5/5Verify in source →
28 JUN28 JUNEURODOLLAR UNIVERSITY
BlackRock pressure signals private credit stress
“The host argued that synchronized weakness in BlackRock stock reflects offshore institutional redemptions from private credit funds facing credit cycle risks.”
Bitcoin And BlackRock Just Did Something VERY Strange
Core thesis · 5/5Verify in source →
18 JUN18 JUNMASTERS IN BUSINESS · 03:56
Deregulation is an undervalued, multi-year margin driver
“The case was made that U.S. corporate deregulation structurally reduces time to market and lowers compliance costs, offering an underappreciated fundamental tailwind for earnings margins across non-tech sectors.”
At The Money: Deregulation Will Free Your Portfolio
Core thesis · 5/5Verify in source →
18 JUN18 JUNEURODOLLAR UNIVERSITY
Private credit and private equity facing structural freeze
“The host argued that private credit and private equity markets are facing a structural freeze driven by accelerating investor redemptions, plummeting new capital inflows, and an inability to clear asset valuations.”
MASSIVE Private Credit Update, Here's What You Must know · with BlackRock
Core thesis · 5/5Verify in source →
10 JUN10 JUNEURODOLLAR UNIVERSITY
Private credit enters cycle downswing phase
“The argument was made that the private credit market has transitioned past its peak and entered stage two of a structural downswing, threatening wider credit markets as redemption pressures and valuation doubts intensify.”
What Is the Credit Cycle, And Where Are We Now?
Core thesis · 5/5Verify in source →
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