Listen to Infrastructure Investor’s latest podcast where Don Dimitrievich unpacks what the outcome of the recent US election could mean for the Inflation Reduction Act, the US’s commitment to clean energy, and the need for infrastructure financing going forward.
How have approaches and strategies within sustainable forestry investment changed over the years? What new opportunities and co-benefits are available in addition to the stability and resilience these assets provide? Managing Director of Timberland Investor Relations Michael Strzelecki, CFA, took a deep dive into the…
Our speaker will be Jim Zelter who is the co-President of Apollo. Jim will discuss the growing dominance of Private Credit lending and the disintermediation of banks.
This is the story of Lars Windhorst, a racy financier with nine lives. Once a wunderkind of German business, dubbed the German Bill Gates, Windhorst survived a plane crash and has lost then rebuilt his fortune several times over. Windhorst gives his own account of some of his biggest scandals – from earning a criminal…
In this episode of Excess Returns, hosts Justin and Matt sit down with Bob Elliott, founder of Unlimited Funds, to explore the fascinating world of multi-strategy hedge funds, also known as "pod shops." Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple…
Listen to Infrastructure Investor’s recent podcast where DonDimitrievich examines the current state of clean energy and energy security investment, the growth of distributed energy and how the increase in AI is driving power demand.
Capital has flowed into real estate at a time when the market is resetting, with long-term income growth, operational expertise, alpha, and differentiation guiding the opportunity set.
Health care services experts David Khtikian and Josh Sommerfeld join host Thomas Mucha to explore the industry's transformation, diving into consolidation, tech innovation, value-based care, and the benefit of their public/private collaboration.
In this month’s First Eagle Alternative Credit update, Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler discusses what may potentially change supply and demand dynamics in the direct lending market and why retail investors should consider the long-term risk-return characteristics of an allocation to…
Private markets are rapidly evolving as technology advances, data-driven strategies and shifting investor priorities create both opportunities and challenges.
Ed Yardeni, President of Yardeni Research, joins Alan Dunne in this episode to review his Roaring 2020s thesis for the U.S. economy. Ed makes a compelling case for sustained economic growth, driven by rising productivity gains fuelled by technological advancements.
Rising interest rates, inflationary pressures as well as economic and geopolitical uncertainty has seen private equity deal activity dry up in recent years.
In terms of macro drivers, interest rates have always been the key driver. We've seen this over the last two years when interest rates increased very substantially, very steeply, we saw a very deep downturn in terms of activity of private equity.
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sector's future, and much more.
Listen to Jason Mitchell discuss with Professor Stefanie Deluca, Johns Hopkins University, about how neighbourhoods shape economic opportunities and outcomes for children.
Explore the renewed interest in gold amidst global economic uncertainties with Max Belmont from First Eagle Investments. Tune in for insights on gold's role as a potential hedge against inflation, the dynamics of gold mining investments, and comparisons with digital assets like Bitcoin.
