Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, represents well north of 50% of their net asset value.
Our guest to break down 3i is Luke Bridgeman, a partner and portfo ... Show More
Nov 14
GE Aerospace: Full Throttle - [Business Breakdowns, EP.235]
Today we are breaking down GE Aerospace. We did cover GE several years ago, but that episode focused on Larry Culp's turnaround of the conglomerate. Ramesh Narayanaswamy, co-founder and portfolio manager of Tourbillon Partners, joins me to explore what is now a pure-play aerospac ... Show More
59m 20s
Nov 7
Alternative Investing: Alts For All - [Business Breakdowns, EP.234]
This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss wh ... Show More
50m 14s
Oct 31
Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]
This is Matt Reustle. Today we are breaking down Robinhood. My guest is Arthur Olson, founding partner at Ravenswood Partners. We get into how Robinhood grew from a mobile-native brokerage idea that faced many challenges along the way into the third-largest broker in the USA. Art ... Show More
1 h
Mar 2024
Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]
My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ... Show More
1 h
Dec 2024
E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer
Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds m ... Show More
42m 10s
Jun 2024
73. What It Takes to Be a Credit Investor Feat. Ty Wallach, CIO of Credit at Atlas Merchant Capital
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>In the second of our three SALT iConnections interview series, we sat down with Ty Wallach, a living legend in the credit investing world. <br/><br/>Ty was a pa ... Show More
41m 20s
Aug 2024
96. Trading Equities and Options 101, Feat. Dan Nathan of CNBC’s Fast Money
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>Today we are joined by <b>Dan</b> <b>Nathan</b>, <em>CNBC</em> <em>Fast Money</em> superstar and co-host of podcasts <em>On</em> <em>the Tape</em>, <em>OK Comput ... Show More
1h 24m
Nov 2024
116. What is Private Credit? | Direct Lending Explained
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>In this episode of The Wall Street Skinny, we dive deeper into the world of private credit with our exceptional guest, <b>Alona</b> <b>Gornick</b>. Alona, a seni ... Show More
1h 13m
Oct 2024
102. The Skinny On...Apollo's Quest to Double AUM, Sharpe Ratios, and the CAIS Summit!
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>We are BACK, baby! We've missed you guys, and we're so sorry we've been MIA while we've been getting ready to launch our flagship self-paced ... Show More
34m 18s