This is Zack Fuss. Today, we are breaking down Nexstar Media Group. Nexstar controls more local television stations than any other company in the US. This industry has experienced substantial consolidation, which has reshaped itself over the past decade and ultimately culminated in the emergence of businesses like Nexstar as the preeminent station group outs ... Show More
Jun 18
EQT: Returns at Scale - [Business Breakdowns, EP.220]
This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today, Sean Barrett, who couldn't have been more perfect for this breakdown. Sean has been investing in the Alts since Blackstone chris ... Show More
1h 18m
Sep 2024
E96: “100% Alpha Portfolio” - Levy Family Partners
Michael Wallach, Vice President of Investment at Levy Family Partners sits down with David Weisburd to discuss the unexpected challenges of working at a family office, how to leverage expert insights to drive high-impact investments, and critical mistakes LPs should always avoid. ... Show More
17m 44s
Oct 2024
The Shoptalk Fall Key Retail Takeaways Podcast
In this exclusive podcast episode from Omni Talk, Chris Walton and Anne Mezzenga join Shoptalk’s Joe Laszlo, Ben Miller and Alexa Tietjen, for a game show-style recap of all the key takeaways from Shoptalk Fall 2024 in front of the live conference audience, replete with tuxedos, ... Show More
41m 33s
Dec 2024
Best of The Long View: Investing
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. In this episode, we’ll share some of our favorite clips from 2024 interviews with portfolio managers, economists, and investment thinkers. It’s the companion to Christine Benz’s “Best of Epis ... Show More
45m 36s
Feb 2025
Phil Huber: The Case for Private Credit - [Making Markets, REPLAY]
Today we are replaying my conversation with Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked ... Show More
43m 56s
Mar 2025
Shoptalk 2025 Key Takeaways Live Podcast
The Shoptalk 2025 Key Takeaways Podcast is here! Recorded live on stage, this fast-paced episode features Omni Talk's Anne Mezzenga and Chris Walton with Shoptalk's content team — Marielle Bobo, Ben Miller, HG O’Connell, and the live conference audience — as they spin the wheel t ... Show More
40m 21s