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Which podcasts are discussing KKR?
19 ATTRIBUTED IDEAS · 15 EPISODES · 12 SHOWS
The shows
Capital Allocators
The Compound and Friends
The Meb Faber Show
Animal Spirits
CNBC Fast Money
Commodity Culture
Eurodollar University
Monetary Matters with Jack Farley
The Acquirers Podcast
The Julia La Roche Show
Thoughtful Money
WSJ What's News
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 →
4 MAR4 MARANIMAL SPIRITS · 40:00
Private credit outflows crush PE firm stocks
“The bear case was presented that net outflows from private credit funds, partly driven by fears over software exposures, are causing a severe sell-off in publicly traded private equity firms.”
A Wave of Redemptions (EP. 454)
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 →
4 AUG4 AUG 2025THE MEB FABER SHOW · 10:30
Private equity's illiquidity premium shines in choppy markets
“The bull case made for private equity is that its illiquidity premium and value-add through operational improvement are most valuable when public markets (like the S&P 500) are not consistently delivering high returns.”
KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation
Core thesis · 5/5Verify in source →
31 JUL2W AGOWSJ WHAT'S NEWS · 3:45
Private credit slowdown persists despite AI tailwinds
“The case argued: the private investment sector faces a sustained slowdown in private credit fundraising and persistent challenges from legacy software investments, despite a strong AI-driven dealmaking tailwind.”
What’s News in Earnings: Can AI Investments Help Private Credit’s Recovery?
In depth · 4/5Verify in source →
14 JUL14 JULTHE JULIA LA ROCHE SHOW · 03:22
Over-spending in AI CapEx threatens bank balance sheets
“Hyperscaler overinvestment in AI data centers poses hidden credit risks for major financial institutions and private credit funds financing off-balance-sheet debt.”
#389 Larry McDonald: A Market 'Rotten to the Core,' Gold to $6,500, and The Coming Credit Crisis
In depth · 4/5Verify in source →
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