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Showing 1–3 of 3 transcripts.

  1. Milken Institute1h 0m

    Private Credit Cashing In | Milken Institute Global Conference 2024

    Liz Hoffman, Dianna Carr-Coletta, David Geenberg, Theodore L. Koenig, Danielle Poli, James Reynolds, Ted, Francois Chollette

    Private credit assets have expanded to an estimated $1.5 trillion through a 20% CAGR since the financial crisis, driven by institutional reallocations from 1-2% to 15% and expanding participation from retail investors. While competition intensifies among originators targeting the lower-middle market and specialized sectors like life sciences, the sector differentiates itself through superior recovery rates via maintenance covenants and a strategic pivot toward capital protection rather than yield maximization. Looking forward, the industry faces liquidity and regulatory headwinds but expects to sustain 10-11% unlevered returns by diversifying into asset-backed finance and addressing distressed capital structures created by the current M&A slowdown.

  2. The Diary Of A CEO2h 3m

    Russ Cook (Hardest Geezer): I Haven't Told The Whole Truth About Africa!

    Russ Cook, Steven, Ted

    Thirty-year-old adventurer Russ Cook became the first person to run the full length of Africa, completing a 352-day, 9,600-kilometer journey from the Cape of Good Hope after overcoming severe health crises, violent robberies, and visa impasses. The expedition, which ultimately raised £1 million for charity, forced a profound personal reconciliation with his estranged father and a professional pivot following a prior spiral into gambling addiction and depression. Now unaccompanied by a full support team, Cook intends to shift his focus from documenting his own feats to supporting and filming the adventures of others.

  3. All-In Podcast1h 39m

    #AIS: Bestie AMA with Valor's Antonio Gracias

    Antonio Gracias, Chamath, Calacanis, Friedberg, TheZachEffect, David Sacks, Glenn Greenwald, Bill Lee, Jeff Skoll, Dave Goldberg, Tony Hsieh, Chase Coleman, Brad Gerstner, Vinod Khosla, Michael Schellenberger, Andrew Yang, Elon Musk, Steve Jobs, Tim Cook, Samantha, Bobbin, Science Boy, Ted, Mike, Chris, Sarah, Joanna, Kate, Aria, Kenneth Brown III, Sonny Lampa, Prem, Phil Deutsch, Jan, Matthew, Elizabeth Holmes

    Antonio García Martínez and his investment partners argue that American manufacturing resilience depends on prioritizing Return on Invested Capital over revenue multiples, citing Tesla's operational necessity for onshoring as a counter to the short-term cost-cutting that drove industrial decline. This philosophy, forged through high-stakes poker networks and tested by a 2008 existential bet on Tesla and SpaceX, drives their current advocacy for a neutral energy policy and a macroeconomic outlook anticipating a brief recession followed by a capital market reset to pre-2020 valuation norms. By rejecting commoditized hardware markets and financial engineering in favor of high-barrier innovations, the group predicts a mini-retooling era where biomanufacturing and in-person collaboration define the next cycle of value creation.