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What the podcasts are saying about
BX
In-depth coverage
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Mentions · 7d
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Mentions · 30d
46
Mentions · 90d
39
Episodes
Latest attributed ideas · most recent first
18 JULTHE JULIA LA ROCHE SHOW · 01:30
Private credit steals traditional bank business
“The bull case for private credit firms is that they are successfully capturing market share from traditional banks by offering more competitive terms and securing higher fees.”
In depth · 4/5Verify in source →
17 JULTHE MEB FABER SHOW · 04:30
Tilt passive portfolios toward founder-led companies
“The guest argued that public companies led by their founders structurally outperform their peers, making them an effective factor tilt to add incremental value to a passive index portfolio.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 02:15
Private credit faces valuation and redemption risks
“The bear case argued for private credit is that rapid capital deployment, lack of mark-to-market transparency, and emerging redemption gates signal structural stress in the asset class.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 05:10
Private credit faces a looming software-driven credit cycle
“The private credit sector is highly vulnerable to a looming credit cycle, with mid-market software loans representing a key point of systemic risk.”
Core thesis · 5/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 01:15
Alternative asset managers face persistent sentiment pressure
“The bear case argued is that alternative asset managers will face prolonged stock pressure due to deteriorating investor sentiment and rising redemption demands, regardless of current fundamental stability.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 14:40
Blackstone's public data center vehicle is exit liquidity
“Blackstone's plan to launch a public acquisition vehicle for AI data centers is designed to generate exit liquidity for its institutional builds rather than offer a ground-floor opportunity for retail investors.”
Substantive discussion · 3/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 09:40
Private credit faces systemic refinancing and default risks
“The guest argued that the unregulated shadow banking system, specifically private credit and private equity, is the most likely epicenter of the next major credit crisis.”
Core thesis · 5/5Verify in source →
17 JULTHE POMP PODCAST · 12:15
AI disruption triggers private credit run
“The guest argued that the collapse of software valuations is exposing severe vulnerabilities in private credit funds, triggering a retail run as investors rush to redeem capital.”
In depth · 4/5Verify in source →
17 JULTHE POMP PODCAST · 00:30
Private credit faces structural mispricing and turbulence
“The private credit market is structurally mispriced and entering a crisis phase driven by rapid news dissemination and tight credit spreads that fail to reflect future uncertainty.”
In depth · 4/5Verify in source →
17 JULTHE TWENTY MINUTE VC · 09:40
LBO firms will rescue overvalued 2021-era startups
“High-quality software companies that raised capital at inflated 2021 valuations will increasingly find exits through private equity buyouts rather than IPOs.”
Substantive discussion · 3/5Verify in source →
17 JULMASTERS IN BUSINESS · 05:50
The MCCLR framework for financial systems
“The guest outlined a five-part framework - Money, Capital, Credit, Liquidity, and Regulation (MCCLR) - to analyze how the modern financial system functions.”
Explored in depth · 4/5Verify in source →
17 JULTHE POMP PODCAST · 01:15
Private credit cracks signal broader economic distress
“The guest argued that the growing cracks in private credit are not isolated but represent a systemic risk when combined with broader off-balance-sheet leverage and a k-shaped economy.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 09:30
Private equity valuations are fundamentally mispriced
“The bearish thesis argues that private equity asset valuations (marks) are fundamentally incorrect and face severe downward pressure, particularly in leveraged software and SaaS portfolios.”
In depth · 4/5Verify in source →
17 JULTHE ACQUIRERS PODCAST · 08:50
Selling cash-secured puts on asset managers
“Selling long-dated, out-of-the-money cash-secured puts on high-quality asset managers allows value investors to manufacture attractive entry points with a built-in margin of safety.”
Substantive discussion · 3/5Verify in source →
17 JULWHAT BITCOIN DID · 03:45
Private credit opacity hides systemic crisis risks
“The highly illiquid and opaque private credit market is showing signs of stress that could trigger a systemic financial crisis.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 02:15
Private credit faces a slow bleed
“The bear case argued for private Business Development Companies (BDCs) and interval funds is that they face a prolonged period of redemptions, asset gating, and a tough fundraising environment.”
Core thesis · 5/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 13:10
The 'HALO' trade shifts focus to heavy assets
“The bullish case for the 'HALO' (Hard Assets, Low Obsolescence) trade is that the AI boom is driving private equity to pivot toward heavy industrial assets that are insulated from technological disruption.”
Substantive discussion · 3/5Verify in source →
17 JULMONETARY MATTERS WITH JACK FARLEY · 08:10
Alternative asset manager equities face sentiment headwinds
“The guest argued that publicly traded alternative asset managers (GPs) are becoming an interesting contrarian watch as negative sentiment peaks over redemption caps.”
Substantive discussion · 3/5Verify in source →
17 JULTHE POMP PODCAST · 05:10
Private credit faces a liquidity run
“The guest argued that the private credit market is experiencing structural cracks due to a mismatch between highly illiquid underlying assets and promised quarterly liquidity.”
In depth · 4/5Verify in source →
17 JULTHE ALPHA EXCHANGE · 04:30
AI displacement fears trigger private credit gating
“The rapid repricing of AI displacement risks could expose structural vulnerabilities in private credit vehicles, potentially leading to widespread redemption halts.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 08:15
Buy alternative asset GPs over private credit
“The speakers argued that investing in the public equities of alternative asset managers (GPs) offers a better risk-reward profile than buying the underlying private credit products.”
In depth · 4/5Verify in source →
17 JULCOMMODITY CULTURE · 06:45
Private credit market faces structural collapse
“The guest argued that the private credit market is highly distressed and vulnerable to a systemic collapse due to hidden asset devaluations and rising redemption gates.”
Substantive discussion · 3/5Verify in source →
17 JULTHOUGHTFUL MONEY · 06:45
Private credit faces a looming liquidity crisis
“The guest argued that the private credit market is experiencing a quiet but severe liquidity contraction that could trigger a broader confidence crisis in the financial system.”
In depth · 4/5Verify in source →
17 JULEURODOLLAR UNIVERSITY · 00:15
Private credit liquidity squeeze threatens AI infrastructure
“The bull case for AI data centers is breaking down as a liquidity squeeze and rising redemption requests in the private credit market force shadow banks to tighten lending standards.”
Core thesis · 5/5Verify in source →
17 JULEURODOLLAR UNIVERSITY · 06:10
Data center developers shift to capital discipline
“The thesis argues that the data center boom is entering a selective phase where developers are abandoning speculative mega-projects due to rising financing costs and local hurdles.”
In depth · 4/5Verify in source →
16 JULA16Z PODCAST · 14:10
Non-economic capital sustains AI infrastructure spend
“The guest argued that AI capital expenditure will continue to grow rapidly, driven not just by immediate economic returns, but by sovereign wealth funds, massive infrastructure funds, and hyperscaler strategic positioning.”
Substantive discussion · 3/5Verify in source →
4 JULA16Z PODCAST · 16:30
Scale asset managers via complementary businesses
“The strategy of scaling an asset manager by adding adjacent business lines that share insights, capital, and distribution was argued to turn the disadvantages of size into competitive advantages.”
In depth · 4/5Verify in source →
4 JULA16Z PODCAST · 01:45
Retail and insurance unlock alternative AUM
“The guest argued that retail investors and insurance balance sheets represent massive, under-penetrated pools of capital for alternative asset managers.”
In depth · 4/5Verify in source →
4 JULA16Z PODCAST · 00:45
Opportunities live between fields of expertise
“The guest argued that identifying secular trends early requires synthesizing insights across diverse, intersecting asset classes before they are priced in.”
In depth · 4/5Verify in source →
4 JULA16Z PODCAST · 11:15
Capital flood pressures private credit returns
“The guest argued that massive capital inflows into private credit have compressed yields and eroded covenant protections.”
Substantive discussion · 3/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION