About this episode
Aug 19
Is a Private Credit scandal brewing behind the LA Lakers Sale?
The LA Lakers --- a prestigious basketball franchise that didn't change hands for 46 years --- just sold twice in ten months, the second time for $2.5 billion more than the first. The seller is Mark Walter, CEO of Guggenheim, owner of the Dodgers and part of Chelsea FC, and the m ... Show More
36m 54s
Aug 12
OpenAI's Lawyer: How Big Tech is Winning the AI Race in the Courts
We got to sit down with John Quinn — the "Quinn" of Quinn Emanuel — one of the most powerful litigators in the world, and the man whose firm is defending OpenAI right now. What does someone at the very top of the legal food chain see coming that the rest of us don't? And why does ... Show More
51m 10s
Aug 5
SpaceX: Revisiting the IPO and What Comes Next
After the largest IPO in history, only about 5% of SpaceX — roughly $83 billion of the $1.75 trillion — is actually free to trade. Insiders are locked up, the banks that underwrote the deal can't lend shares to short sellers, and index funds are being forced to buy as SpaceX join ... Show More
29m 14s
Oct 2023
Public problems for private equity
<p>For years, low interest rates let private equity deliver huge returns to investors. But now rates are up, and private equity is struggling. Many PE firms are turning to financial engineering to boost results. Today on the show, we wonder how that’s going to turn out. Also we g ... Show More
16m 26s
Sep 2023
Mailbag: incl. Should I go with Private Equity? September 24, 2023
55m 13s
Sep 2025
Private equity’s public reckoning
With interest rates high, private equity has had a harder time finding investors … and making money. To solve this problem, the industry has found novel ways to avoid closing their funds. But time may be running out. Today on the show, Katie Martin and Rob Armstrong talk to the F ... Show More
23m 13s
Aug 2025
Private Equity in a Changing World
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving M ... Show More
19m 16s
Apr 2024
Should we worry about private credit?
<p>Private credit is booming, nearing $2tn in assets globally. Most of that debt is being traded out of the public eye, a fact highlighted in the latest Global Financial Stability report from the IMF. Is the IMF right to be worried? We discuss. We also short media coverage of Jam ... Show More
19m 52s
Jun 2023
Mailbag: incl. In whose name should I invest? June 11, 2023
1h 28m
Jan 2024
MM137: 2024 Market Predictions with Co-Founder Piers Curran
<p>Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.</p><br><p>Also, the world's biggest hedge funds have revea ... Show More
54m 8s
Nov 2022
BIGGEST MARKET CRASH LOSERS - Types of Investors Who Will Lose It All In This Recession
9m 32s
May 2022
Time to Panic?
Felix and Mihir discuss the turmoil in financial markets and how best to respond as an investor or a corporate executive. Is it time to panic? What is the longer-term outlook for the economy? Will the Federal Reserve be able to tame inflation without causing a recession? They als ... Show More
34m 54s
Jul 2023
#48: "Exploring Opportunities in the Ever Evolving Crypto Market"
Send us Fan MailIn this thought-provoking episode, we explore the burning question on every investor's mind: "Is it too late to invest in crypto?" We delve into potential hidden gems, undervalued cryptocurrencies that might hold the key to future growth. Additionally, we dissect ... Show More
37m 18s
Send us Fan Mail
The Skinny On...1. Will Private Equity Take Down the Global Economy. We discuss the FT article from Wednesday, 7/24/24 titled "How private equity tangled banks in a web of debt | Complex layers of leverage could pose a threat to the global economy". Read it here:https://ig.ft.com/private-equity/2. Equity Markets Down and Factor Rotation3. Wh ... Show More
<p>– What about Private Equity?</p> <p>– What is the Asset Turnover Ratio?</p> <p>– Are Millennials destined to be the most affluent?</p> <p>– How much is too much?</p> <p>– How should I allocate my portfolio across ETFs?</p><p>See <a href="https://omnystudio.com/listener">omnyst ... Show More
<p>– How do ETFs trade?</p> <p>– The path to financial stability</p> <p>– Income from funding LMI?</p> <p>– In whose name should I invest?</p> <p>– Will inflation hurt share prices?</p> <p>– Do ETFs inflate the prices of big companies?</p> <p>– Please have a rant!</p><p>See <a hr ... Show More
<p>FaceTime or Ask Patrick any questions on <a href="https://minnect.com/">https://minnect.com/</a></p>
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<p>Want to get clear on your next 5 business moves? <a href="https://valuetainment.com/academy/">https://valuetainment.com/academy/</a></p>
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<p>In today' ... Show More
