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What the podcasts are saying about
KKR
In-depth coverage
14
Mentions · 7d
21
Mentions · 30d
21
Mentions · 90d
19
Episodes
Latest attributed ideas · most recent first
18 JULBIGGERPOCKETS REAL ESTATE PODCAST · 09:15
Employee equity models mitigate private equity's human cost
“Integrating broad-based employee ownership programs into private equity acquisitions can align corporate efficiency goals with the financial well-being of the workforce.”
Substantive discussion · 3/5Verify in source →
17 JULCAPITAL ALLOCATORS · 03:45
Private wealth capital accrues to mega-managers
“The speaker argued that the massive influx of private wealth capital into alternatives is currently a game dominated almost exclusively by mega-asset managers.”
In depth · 4/5Verify in source →
17 JULCAPITAL ALLOCATORS · 18:10
Public-private credit solutions via strategic partnership
“To capture private market demand without disrupting internal culture, public asset managers should partner with established private equity firms rather than buying or building capabilities.”
In depth · 4/5Verify in source →
17 JULTHE JULIA LA ROCHE SHOW · 00:45
Private credit faces a major structural reset
“The bear case argued for private credit is that the sector is highly volatile and opaque, with recent redemption suspensions and asset sales signaling the beginning of a major market correction.”
Core thesis · 5/5Verify 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 ALPHA EXCHANGE · 02:15
Shorting the private credit ecosystem
“The bear case argued for private credit is that the asset class suffers from adverse selection, high technology concentration, and circular ownership structures that mask underlying risks.”
Core thesis · 5/5Verify 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 COMPOUND AND FRIENDS · 02:15
Trading breakdown stocks with insider buying signals
“The guest argued that combining a list of technically breaking down stocks with real-time insider buying data from SEC Edgar filings creates high-probability, short-term long trade setups.”
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 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 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 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 →
4 JULEXCESS RETURNS · 04:15
Invisible private credit freeze threatens US growth
“A silent credit crunch in the middle-market sector, driven by a halt in private credit origination, poses a severe recession risk that markets have not yet priced in.”
In depth · 4/5Verify in source →
4 JULTHOUGHTFUL MONEY · 00:00
Publicly traded BDCs are currently undervalued
“The guest argued that high-quality publicly traded Business Development Companies (BDCs) are undervalued due to an extreme market overreaction to private credit concerns.”
In depth · 4/5Verify in source →
4 JULTHOUGHTFUL MONEY · 01:30
Dynamic credit funds navigate rate cycles
“Dynamic credit funds are well-positioned for long-term income because managers can actively shift between fixed-rate high-yield bonds and floating-rate loans.”
Substantive discussion · 3/5Verify in source →
4 JULTHOUGHTFUL MONEY · 00:15
Private equity metrics mislead retail investors
“Private equity and private credit are poor products for average retail investors due to illiquidity, opaque fees, and misleading performance metrics like IRR and MOAC.”
Explored · 3/5Verify in source →
4 JULMASTERS IN BUSINESS · 00:05
Private credit retail push poses severe risks
“The guest argued that retail investors face significant risks from direct private credit and private equity exposure due to valuation opacity, illiquidity, and historical underperformance relative to public markets.”
In depth · 4/5Verify in source →
4 JULEURODOLLAR UNIVERSITY · 00:00
Private credit faces valuation trust breakdown
“The bearish thesis argues that the private credit sector is entering a critical downturn where artificial asset valuations are losing credibility, threatening to trigger a funding and redemption crunch.”
Core thesis · 5/5Verify in source →
4 JULCOMMODITY CULTURE · 06:20
End of cheap energy threatens private credit
“The guest argued that major asset managers and private credit firms face structural collapse as the loss of cheap energy brings an end to the era of cheap credit.”
Substantive discussion · 3/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION