Podcasts about kkr

  • 796PODCASTS
  • 1,882EPISODES
  • 32mAVG DURATION
  • 1DAILY NEW EPISODE
  • Jul 16, 2025LATEST

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about kkr

Show all podcasts related to kkr

Latest podcast episodes about kkr

Real Estate Espresso
Where Is The Dry Powder?

Real Estate Espresso

Play Episode Listen Later Jul 16, 2025 6:22


We keep hearing the refrain that there's billions of dollars sitting on the sidelines for commercial real estate. Well if that's true, then why is it so hard to raise capital in the current environment? Every investor and every developer I speak with is saying that investors are sitting on their wallets. There is a substantial amount of dry powder available for commercial real estate investment across various firms, with London-based investment data company Preqin putting the number at more than $350 billion. Much of it is held by the largest private equity and alternative investment firms, including Blackstone, Brookfield Asset Management, Ares Management, KKR, Carlyle Group, Apollo Global Management, TPG Capital and Starwood Capital Group.Much of the dry powder was raised three or more years ago and has been left unspent. Funds often have set periods during which they must spend money they've taken in from investors, and that deadline is approaching with many companies showing new signs of activity. -------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Cleaning Up. Leadership in an age of climate change.
How Fungi Shape Our World, From Carbon Sinks to Zombie TV: | Ep217: Merlin Sheldrake

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jul 16, 2025 45:49


What if the key to solving our climate crisis lies beneath our feet? Could tiny fungal networks be the unsung heroes of carbon sequestration? And how might reimagining our relationship with fungi transform our understanding of life on Earth? This week on Cleaning Up, Bryony Worthington sits down with Merlin Sheldrake, author of the bestselling "Entangled Life," to explore the extraordinary world of fungi. Sheldrake reveals how these remarkable organisms are not just passive participants in our ecosystem, but active innovators that have been shaping our planet for a billion of years. From their crucial role in carbon cycling and soil health to their potential in creating sustainable materials, fungi may be a powerful solution to some of our most pressing environmental challenges. Sheldrake takes us on a journey through fungal networks, discussing their intelligence, chemical capabilities, and symbiotic relationships that challenge our understanding of life. Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more: Merlin's Book, Entangled Life: https://www.merlinsheldrake.com/entangled-life Fungi: Web of Life Trailer — https://www.youtube.com/watch?v=YCf7YywIBZ8 Society for the Protection of Underground Networks: https://www.spun.earth  

Investment Banking Insights
Top 10 IB Recruiting Resources

Investment Banking Insights

Play Episode Listen Later Jul 15, 2025 13:25


By popular demand... here are my top 10 recruiting resources for investment banking!1. 400Q Guide2. Investment Banking by Rosenbaum and Pearl3. Financial Statements by Ittelson4. Wall Street Journal5. Morning Brew6. Dale Carnegie7. Toastmaster's International8. Microsoft Excel9. Perplexity AI10. Notion AIClick here for Buy Side Recruiting HelpBuy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBIContact: investmentbankinginsights@gmail.com

CLOSE THE DEAL

Ein offenes IPO-Fenster, hohe Investitionen in KI und die Beilegung des Ukraine-Konflikts – das sind nur drei von Pips Prognosen, die er uns im Januar hier im Podcast gegeben hat. Und da sich die Welt gefühlt doppelt so schnell dreht, wird es höchste Zeit für ein Update und einen Zwischenstand, wie richtig Pip lag. Gemeinsam beleuchten wir, wie sich die wirtschaftliche und politische Lage entwickelt hat und welche Auswirkungen die aktuellen Trends auf den M&A-Markt haben. Von den sinkenden Zinsen über Private Equity-Investitionen bis hin zu geopolitischen Herausforderungen und den neuesten Entwicklungen in der KI – wir diskutieren, was sich verändert hat und welche Chancen noch auf uns warten. Philipp “Pip” Klöckner, Senior Advisor bei KKR - und DEALCIRCLE, Tech-Analyst, Investor und Podcast-Host, ist deswegen heute wieder zu Gast, um all diese Fragen zu beantworten und seine Einschätzungen zur aktuellen Marktlage zu teilen. Wir diskutieren in dieser Episode:wo der Kapitalmarkt und das IPO-Fenster stehen,wie es um Investitionen in und für Deutschland steht,welche Entwicklungen es im Private Equity-Umfeld gibt,was das Zukunftskonzept für die deutsche Wirtschaft sein kann,und vieles mehr... Viel Spaß beim Hören!***Timestamps:(02:53) Erwartungen 2. Halbjahr 2025(05:04) Börsenlage(08:34) Inflationsraten(12:17) IPO-Markt 2025(20:22) Secondary Funds(25:28) Private Equity Investments(28:13) Investments aus Privatwirtschaft(31:35) Schuldenbremse(35:41) Deutschland als Investitionsziel(42:16) Zukunftskonzept für Deutschland(55:36) Fazit & Ausblick***Alle Links zur Folge:Kai Hesselmann auf LinkedIn: https://www.linkedin.com/in/kai-hesselmann-dealcircle/CLOSE THE DEAL auf LinkedIn: https://www.linkedin.com/company/closethedeal-podcastPhilipp Klöckner auf LinkedIn: https://www.linkedin.com/in/kloeckner/Doppelgänger Tech Talk: https://open.spotify.com/show/3vBAacJIGDEb7hBHgdYlw3?si=9887d38d9aab4a73Folge 94 von Januar 2025: http://bit.ly/44MqVFUWebsite CLOSE THE DEAL: https://dealcircle.com/ClosetheDeal/***AMBER ist die Plattform für sichere Unternehmensnachfolgen. Schaut bei AMBER vorbei, wenn ihr keinen relevanten Deal mehr verpassen oder die Reichweite eurer Verkaufsmandate zusätzlich erhöhen wollt: www.amber.deals***Du bist M&A-Berater im Small- oder Midcap-Segment und suchst einen Überblick über alle relevanten Deals?Jetzt schnell den

Halftime Report
The State of Stocks 7/14/25

Halftime Report

Play Episode Listen Later Jul 14, 2025 44:18


Frank Holland and the Investment Committee debate the state of stocks as investors brush off a new round of tariff threats. Calls of the Day include KKR, Taiwan Semiconductor, Wynn Resorts, Church & Dwight, and Exxon Mobil. CNBC's Dominic Chu details today's ETF Edge. The experts discuss the earnings setup for Netflix, United Airlines, and Marsh & McLennan.Investment Committee Disclosures

Pandemia Digital
TRUMP VS ELON MUSK: LA ULTRADERECHA ESTALLA POR DENTRO

Pandemia Digital

Play Episode Listen Later Jul 12, 2025 32:53


Esta semana estalla la guerra interna en la ultraderecha global: Trump y Elon Musk se acusan mutuamente, se lanzan amenazas cruzadas y reviven el caso Epstein. Mientras tanto, Israel anuncia un campo de concentración en Gaza con apoyo de fondos como KKR y Cerberus, los mismos que financian a Vox y están ligados a Aznar. Residente cancela sus conciertos en España por estar asociados a estos fondos, y en el Congreso español, Rufián destroza la hipocresía de la derecha que defiende el genocidio mientras se dice “provida”. Mas vídeos de Pandemia Digital: https://www.youtube.com/c/PandemiaDigital1 Si quieres comprar buen aceite de primera prensada, sin intermediarios y ayudar de esa forma a los agricultores con salarios justos tenemos un código de promoción para ti: https://12coop.com/cupon/pandemiadigital/ Este video puede contener temas sensibles, así como discursos de odi*, ac*so, o discr*minación. El objetivo de abordar estos temas es exclusivamente informativo y busca concienciar a la audiencia sobre estos acontecimientos, y denunciar y señalar el origen de los mismos para crear consciencia y evitar su propagación. Si consideras que el contenido puede afectarte, te recomendamos proceder con precaución o evitar su visualización. ----------------------------------------------------------------------------------------------- Únete a nuestra comunidad de YouTube https://www.youtube.com/channel/UCFOwGZY-NTnctghtlHkj8BA/join Se mecenas de Patreon https://www.patreon.com/PandemiaDigital ----------------------------------------------------------------------------------------------- Súmate a la comunidad en Twitch - En vivo de Lunes a Jueves: https://www.twitch.tv/pandemiadigital Sigue nuestro Canal de Telegram: https://t.me/PandemiaDigital Suscríbete en nuestra web: https://PandemiaDigital.net Sigue nuestras redes: Twitter: https://twitter.com/PandemiaDigitaI Facebook: https://www.facebook.com/PandemiaDigitalObservatorio Instagram: https://www.instagram.com/pandemia_digital_twitch TikTok: https://www.tiktok.com/@pandemiadigital #PandemiaDigital

Scale Up Your Business Podcast
How Elite Private Equity Firms Scale Operations - And How You Can Too

Scale Up Your Business Podcast

Play Episode Listen Later Jul 10, 2025 21:49


Nick examines the technical yet crucial topic of how elite Private Equity firms effectively scale business operations. Drawing from his extensive experience in Private Equity and entrepreneurship, Nick highlights the significant differences between traditional business growth strategies and those employed by top firms like KKR and Blackstone KEY TAKEAWAYS Private Equity firms succeed not just by acquiring businesses at low prices but by executing operational improvements effectively. Founders can adopt similar strategies to enhance their business operations and drive growth. Establishing a structured 100-day plan can help business owners identify hidden value, design efficient organisational structures Successful Private Equity firms emphasise systemisation at scale, creating streamlined processes and centralised tech stacks.  Effective leadership is crucial for driving value. Business owners should assess their teams regularly and be willing to replace underperforming leaders to ensure the execution of their growth strategies. BEST MOMENTS "The real pros, they obsess over how to run them once they own them." "You do not need to sell to Private Equity to scale like Private Equity."  "If the team that's inherently brought in can't deliver the value creation plan, then they're replaced."  "In Private Equity, growth isn't left to hope, it's precisely engineered, it's methodical." VALUABLE RESOURCES Scale Your Business Beyond 8 Figures - Watch This Video: https://go.highvalueexit.com/scale-beyond  Exit Your Business For Millions - Download This Guide: https://go.highvalueexit.com/opt-in  Nick's LinkedIn: https://highvalueexit.com/li Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits.   This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

Cleaning Up. Leadership in an age of climate change.
The Best Markets for Wind and Solar Are Not Where You Think | Ep216: Daniel Calderon

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jul 10, 2025 48:29


In a world where 17% of all electricity is generated from wind and solar and where 93% of all new capacity added to the grid is from renewables, it can be easy to forget that countries got their first wind and solar resources within just the last few years. And in fact, some countries are still waiting for their first. Today on Cleaning Up, we're joined by Daniel Calderon, Founder and Managing Partner of Alcazar Energy Partners. Daniel has made it a specialty of going into countries overlooked by others, building their first wind and solar farms, and as he explains, doing it profitably. Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Alcazar Energy Partners:  https://alcazarenergy.com/Episode 196 with Lucy Heintz: https://youtu.be/nhGDI_0QIHgEpisode 181 with Ethan Zindler: https://www.youtube.com/watch?v=Sf5_r3V3Vs8Episode 204, the Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SM

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
SOFI BUY Signal - MASSIVE SQUEEZE COMING!

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Jul 8, 2025 41:17


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Welcome to the OVTLYR Trading Room, the place where traders save time, make money, and start winning with less risk. In this power-packed session, two high-conviction trades are closed out for nearly 10% total portfolio growth. We're talking about real results, real data, and real edge.First up: KKR and Capital One Financial. Both trades were executed using the OVTLYR Nine — a proprietary behavioral analytics framework that combines market trend, breadth, fear & greed, and more. These weren't random plays. They were structured, rules-based trades that delivered gains of 48.9% and 49.1%, respectively.This episode shows exactly how it's done:➡️ Analyzing 10/20/50 EMA trend templates across multiple timeframes➡️ Tracking real-time buy/sell signals using OVTLYR's data engine➡️ Evaluating sector sentiment with precision fear & greed analytics➡️ Managing open trades with dynamic exit signals, not emotionIt's not about gambling. It's about clarity. Clean setups. Clear rules. Smart exits.You'll also get a full breakdown on a new trade in TT (Trane Technologies) — complete with entry rationale, sector alignment, and exit planning. Nothing is hidden. Every trade is explained in plain terms so you can learn exactly how to use the OVTLYR system in your own account.Later in the video, we take a deep dive into SoFi ($SOFI) — a stock that's been all over the news. Is it still a buy? Has it run too far, too fast? You'll see how the OVTLYR signals line up across trend, sentiment, and breadth — and why profit targets may actually work against you. Learn how behavioral order blocks influence price action and how to avoid emotional traps in crowded trades.There's also a valuable lesson on liquidity risk and open interest, including a real trade that could have gone sideways if not for smart order handling. If you trade options, this is must-know info that can protect your capital.The community is on fire too — members sharing wins of 30%, 40%, even over 60% using the same methods shown here. That's the OVTLYR Effect — where smart trades lead to serious results.Whether you're brand new to trading or a seasoned pro, this video is your roadmap to:✅ Spotting high-probability setups✅ Executing with confidence✅ Locking in gains, not just chasing themIf you're tired of guessing and ready for a smarter, data-driven way to trade, this is it. Join the thousands of traders who use OVTLYR to gain an edge and trade like it actually matters!Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Daybreak
From Manipal to Shapoorji, India's private credit party is just getting started. But trouble is brewing

Daybreak

Play Episode Listen Later Jul 8, 2025 10:51


Private credit is having a moment in India. Hardly a week goes by without a blockbuster deal. Whether it's Deutsche Bank's $3.4 billion debt package, KKR's $600 million loan to Manipal, or a fresh round of financing for Shapoorji Pallonji.But beneath the surface, pressure is building.As interest rates fall and competition heats up, yields are tightening. Banks, once sidelined, are eyeing a comeback. They are realising they should once again lend to companies they gave up to non-bank lenders first when their own bad loans shot up to over 11% in the year ended March 2017, and now increasingly to private-credit funds.Tune in.  Want to attend The Ken's next event—How AI is Breaking and Remaking the Way Products are Built?

Becker Group C-Suite Reports Business of Private Equity
Blackstone, KKR: The Big Private Equity Funds Are Gaining Some Ground Back 7-7-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Jul 7, 2025 1:27


In this episode, Scott Becker shares encouraging signs from the private equity world as major firms like Blackstone and KKR recover some year-to-date losses.

Becker Group Business Strategy 15 Minute Podcast
Blackstone, KKR: The Big Private Equity Funds Are Gaining Some Ground Back 7-7-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Jul 7, 2025 1:27


In this episode, Scott Becker shares encouraging signs from the private equity world as major firms like Blackstone and KKR recover some year-to-date losses.

Follow the Money
Podcast | Hoe festivals en uitgeverijen stilletjes zijn overgeleverd aan het grote geld

Follow the Money

Play Episode Listen Later Jul 6, 2025 47:23


Artiesten en schrijvers zijn opgeschrikt door onderzoek van Henk Willem Smits en Remy Koens. Wat is er aan de hand: het Amerikaanse private equity-bedrijf KKR heeft zich zonder ruchtbaarheid ingekocht in festivals en uitgeverijen. Hoe is dat gegaan? En is er nog een uitweg?

Frederique vraagt door
Podcast | Hoe festivals en uitgeverijen stilletjes zijn overgeleverd aan het grote geld

Frederique vraagt door

Play Episode Listen Later Jul 6, 2025 47:23


Artiesten en schrijvers zijn opgeschrikt door onderzoek van Henk Willem Smits en Remy Koens. Wat is er aan de hand: het Amerikaanse private equity-bedrijf KKR heeft zich zonder ruchtbaarheid ingekocht in festivals en uitgeverijen. Hoe is dat gegaan? En is er nog een uitweg?

Frederique vraagt door
Hoe festivals en uitgeverijen stilletjes zijn overgeleverd aan het grote geld

Frederique vraagt door

Play Episode Listen Later Jul 6, 2025 47:11


Artiesten en schrijvers zijn opgeschrikt door onderzoek van Henk Willem Smits en Remy Koens. Wat is er aan de hand: het Amerikaanse private equity-bedrijf KKR heeft zich zonder ruchtbaarheid ingekocht in festivals en uitgeverijen. Hoe is dat gegaan? En is er nog een uitweg?

Podcast Notes Playlist: Latest Episodes
20VC: Inside KKR's Monster $8BN European Fund | The $500M Turkey Gamble That Went Wrong | Do Andreessen & General Catalyst Scare KKR? | Will AI Kill the PE Model? | Can The PE Model Survive without IPOs and Where is the Liquidity with Philip Frei

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Jul 3, 2025


Twenty Minute VC: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR's investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leonine, Mediawan SAS, Scout24 Switzerland and Trainline. Previously, Philip worked at McKinsey & Company in and co-founded Berlin-based VC firm Venturepark, Europe's first pan-European incubator. Agenda: 00:00 – "We Lost $500M in Turkey. Here's Why We'll Never Do It Again." 01:40 – Inside Europe's Biggest PE Fund: $8B of Pure Firepower 03:55 – The $100M Dot-Com Failure That Changed My Career 06:45 – Why Picking the Wrong VC Will Destroy Your Company 10:20 – KKR's $500M COVID Gamble: Genius or Insane? 12:35 – Why We Ignored the Market & Deployed 40% of Our Fund 15:55 – KKR's Ruthless Portfolio Discipline: Love Doesn't Matter 17:10 – Do Power Laws Apply in PE? Freise Destroys the Myth 18:45 – The Truth About Capital Intensity in the Age of AI 20:10 – Can AI Kill the PE Model? Here's What Philipp Says 26:00 – The Secret to Great Investment Decisions at KKR 32:40 – Why There's a $3T Liquidity Time Bomb in Venture 34:25 – The Death of IPOs? How KKR Exits Without Going Public 40:05 – Will KKR Europe Hit $20B? Freise's Bold Prediction 43:45 – Helsing, Space, and Defense: The New Age of DeepTech Bets 45:30 – Tariffs, China, and the Future of the German Car Empire 47:00 – Freise vs. Bitcoin: Will USD Still Rule in 10 Years? 48:15 – 4 Global Shocks Happening Right Now That You Need to Know 51:30 – KKR Missed Spotify AND Alibaba?! The Painful Stories 53:00 – Do Andreessen & General Catalyst Scare KKR? Freise Responds 54:30 – The One Metric That Will Define KKR's Next Decade  

Agent of Influence
Episode 072 - Cybersecurity Lessons on the Path to Private Equity - Paul Harragan

Agent of Influence

Play Episode Listen Later Jul 3, 2025 31:40


Cybersecurity Lessons on the Path to Private EquityDive into the world of private equity and cybersecurity with Paul Harragan, Global Cybersecurity Lead at KKR. In this episode, we cover strategies for managing risks, navigating M&A diligence, and aligning security with business growth.+ + +Find more episodes on YouTube or wherever you listen to podcasts, as well as at netspi.com/agentofinfluence.

Cleaning Up. Leadership in an age of climate change.
NVIDIA Rising: Will The AI Boom Bust The Planet? | Ep215: Josh Parker

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jul 2, 2025 52:58


In 1849, when the Gold Rush hit California, the people who were certain to make money were not the miners, but the sellers of picks and shovels. Indeed, America's first millionaire, Samuel Brannan, made his fortune by adding huge margins to everyday items that suddenly become high in demand. Today's sellers of picks and shovels are those providing the hardware and infrastructure to the software and platform providers, and one company stands apart as the beneficiary of the recent boom times in artificial intelligence: Nvidia. They're currently among the top three listed companies in the US, alongside Apple and Microsoft, and are incredibly profitable, with estimated margins in excess of 40%. They've been around for 30 years, and are much more than simply chip fabricators. This week on Cleaning Up, Bryony Worthington sits down with Josh Parker, Nvidia's head of sustainability, to explore some of the challenges and opportunities he sees in the AI and Climate space.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Episode 204, the Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SM Nvidia's Sustainability Report:Earth2: https://www.nvidia.com/en-gb/high-performance-computing/earth-2/cBottle: https://catalog.ngc.nvidia.com/orgs/nvidia/teams/earth-2/models/cbottleMichael's piece on AI efficiency: https://mliebreich.substack.com/p/ai-data-centre-power-and-glory-an

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
I Invested $1,132,987 Into These 4 Companies, And I'm More Bullish Now Than Ever

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Jul 2, 2025 54:36


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.This isn't your typical trading video, this is a behind-the-scenes breakdown of how serious traders are building confidence, consistency, and results using OVTLYR's proven trading system.You'll see exactly how smart traders set up their plans, manage risk, and avoid the pain of emotional trades. From live trade reviews to advanced exit strategies and precision screening tools, this is the kind of session most people never get access to.Whether you're managing a small portfolio or scaling serious capital, this video will walk you through exactly how to:➡️ Follow the 10-20-50 Trend Template for trend confirmation➡️ Use the OVTLYR 9 signal framework to find high-probability setups➡️ Identify precise entry and exit points based on market breadth and fear/greed heatmaps➡️ Manage trades with phantom rolls when liquidity is thin➡️ Avoid traps like buying the dip or chasing setups too early➡️ Build a bulletproof plan for staying calm and decisive in any marketYou'll also get a look at the exact checklist used to review trades across names like Morgan Stanley, KKR, PayPal, and more—evaluating position strength, ATR risk levels, and when to roll or close based on technical signals.Plus, see how trades are screened and filtered using a high-conviction screener:✅ Only the strongest buy signals from today and yesterday✅ Average daily volume over 1 million✅ Fear/greed heatmap increasing✅ Backtested outlier returns✅ No earnings surprises or order blocks nearbyAnd if you're curious about what sets OVTLYR apart, here's the secret:OVTLYR doesn't predict... it listens.It identifies irrational investor behavior—fear or greed—before the price explodes. That means traders can get in before the crowd and exit before the chaos.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Beurswatch | BNR
Trump schrijft nog snel een handelsdeal in de pauze: haalt hij de deadline?

Beurswatch | BNR

Play Episode Listen Later Jul 2, 2025 22:39


Nog precies 1 week en dan is het zover: dan verloopt de deadline voor handelsdeals met de VS en eindigt de tarievenpauze van president Trump. Op de valreep probeert Trump er nog zoveel mogelijk deals doorheen te drukken. Zoals vandaag: een deal met Vietnam. Een akkoord met Europa zou ook niet ver weg zijn, al lijkt het er nog niet op dat dat een heel erg uitgewerkt akkoord gaat worden. Verlenging van die deadline zit er in ieder geval écht niet in, belooft Trump. We hebben 'm vaker horen dreigen. Of Trump het nu wél meent, en wat er nog bereikt kan worden in dit ene weekje, bespreken we deze aflevering. We grasduinen ook door Trumps Big Beautiful Bill. De senaat is akkoord, maar heeft wel het nodige aangepast aan de Amerikaanse uitgavenwet, ten gunste van een aantal sectoren. We vertellen je welke, en ook: welke niet. We duiken in de verkoopcijfers van Tesla: die waren opnieuw dramatisch, maar minder dramatisch dan verwacht, dus de koers stijgt. En je hoort wat dé nieuwe beurshotspot van de wereld is. New York wás altijd de populairste plek voor nieuwe beursnoteringen. Maar die tijd lijkt voorbij. Wie de opvolger wordt van de big apple, vertellen we je ook. See omnystudio.com/listener for privacy information.

AEX Factor | BNR
Trump schrijft nog snel een handelsdeal in de pauze: haalt hij de deadline?

AEX Factor | BNR

Play Episode Listen Later Jul 2, 2025 22:39


Nog precies 1 week en dan is het zover: dan verloopt de deadline voor handelsdeals met de VS en eindigt de tarievenpauze van president Trump. Op de valreep probeert Trump er nog zoveel mogelijk deals doorheen te drukken. Zoals vandaag: een deal met Vietnam. Een akkoord met Europa zou ook niet ver weg zijn, al lijkt het er nog niet op dat dat een heel erg uitgewerkt akkoord gaat worden. Verlenging van die deadline zit er in ieder geval écht niet in, belooft Trump. We hebben 'm vaker horen dreigen. Of Trump het nu wél meent, en wat er nog bereikt kan worden in dit ene weekje, bespreken we deze aflevering. We grasduinen ook door Trumps Big Beautiful Bill. De senaat is akkoord, maar heeft wel het nodige aangepast aan de Amerikaanse uitgavenwet, ten gunste van een aantal sectoren. We vertellen je welke, en ook: welke niet. We duiken in de verkoopcijfers van Tesla: die waren opnieuw dramatisch, maar minder dramatisch dan verwacht, dus de koers stijgt. En je hoort wat dé nieuwe beurshotspot van de wereld is. New York wás altijd de populairste plek voor nieuwe beursnoteringen. Maar die tijd lijkt voorbij. Wie de opvolger wordt van de big apple, vertellen we je ook. See omnystudio.com/listener for privacy information.

Investment Banking Insights
Working Capital Equation (Receivables, Inventory and Payables)

Investment Banking Insights

Play Episode Listen Later Jul 1, 2025 12:24


Here's a refresher on the concept of working capital. But we don't just cover the concept today, we'll look at the formula and what it means. Specifically:Working capital cycle (aka the funding gap) = Receivable Days + Inventory Days - Payable DaysThanks so much for supporting the show!Click here for Buy Side Recruiting HelpBuy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBIContact: investmentbankinginsights@gmail.com

The Irish Tech News Podcast
How Europe can and should be ambitious on the innovation side Bart Becks, board member European Innovation Council

The Irish Tech News Podcast

Play Episode Listen Later Jul 1, 2025 16:32


During the recent Dublin Tech Summit, I recorded a series of podcasts with some pf the speakers. In this podcast I speak to Bart Becks, one of the Dublin Tech Summit speakers and a board member of the European Innovation Council.Bart talks about his background, his Dublin Tech Summit talks, risk investing, AI and more.More about Bart Becks:Bart Becks is a serial innovator and entrepreneur from Belgium, with a proven track record of igniting digital innovation, fuelling growth and launching new ventures. In recent years, Bart served as the Executive Chairman at EURACTIV, steering its transformation into a premier media network covering EU policy news across 13 countries. EURACTIV was recently acquired by a prominent European media group. Concurrently, Bart serves as the Executive Chairperson at E-Health Venture, where he oversees the development of an ecosystem integrating strategic business, research, and technology partnerships. Additionally, he is a co-founder of BeCentral, which, since its establishment in 2017, has evolved into one of Europe's foremost Tech and Digital Skills campuses.During his nearly decade-long tenure as CEO of Belgacom Skynet (now Proximus), Bart played a pivotal role in propelling the company to become Belgium's largest internet and digital media entity. Subsequently, he joined the European Media Group SBS Broadcasting, which underwent acquisition by the private equity groups KKR & Permira and merged with ProSiebenSat1 to form one of Europe's largest media groups. Following a significant period in California, Bart extended his involvement in startups and scale-ups as a founder, advisor, or angel investor – essentially in the domains of SAAS, digital media and healthcare.

Moneycontrol Podcast
4675: Bumps in Mizuho-Avendus deal , Shadowfax files confidential IPO & Apple's non-iPhone segment booms in India| MC Tech3

Moneycontrol Podcast

Play Episode Listen Later Jul 1, 2025 6:35


In today's Tech3 from Moneycontrol, we unpack the boardroom drama delaying KKR's exit from Avendus Capital, Shadowfax's confidential Rs 2,000 crore IPO filing, and why Apple's MacBooks and iPads are booming in India. We also spotlight Binance CEO Richard Teng's take on India's crypto hesitation and Bhutan's bold crypto bet. Plus, Francisco D'Souza explains why the future of IT services lies in AI-powered human-machine collaboration.

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: Inside KKR's Monster $8BN European Fund | The $500M Turkey Gamble That Went Wrong | Do Andreessen & General Catalyst Scare KKR? | Will AI Kill the PE Model? | Can The PE Model Survive without IPOs and Where is the Liquidity with Philip Freise

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Jun 30, 2025 61:32


Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR's investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leonine, Mediawan SAS, Scout24 Switzerland and Trainline. Previously, Philip worked at McKinsey & Company in and co-founded Berlin-based VC firm Venturepark, Europe's first pan-European incubator. Agenda: 00:00 – "We Lost $500M in Turkey. Here's Why We'll Never Do It Again." 01:40 – Inside Europe's Biggest PE Fund: $8B of Pure Firepower 03:55 – The $100M Dot-Com Failure That Changed My Career 06:45 – Why Picking the Wrong VC Will Destroy Your Company 10:20 – KKR's $500M COVID Gamble: Genius or Insane? 12:35 – Why We Ignored the Market & Deployed 40% of Our Fund 15:55 – KKR's Ruthless Portfolio Discipline: Love Doesn't Matter 17:10 – Do Power Laws Apply in PE? Freise Destroys the Myth 18:45 – The Truth About Capital Intensity in the Age of AI 20:10 – Can AI Kill the PE Model? Here's What Philipp Says 26:00 – The Secret to Great Investment Decisions at KKR 32:40 – Why There's a $3T Liquidity Time Bomb in Venture 34:25 – The Death of IPOs? How KKR Exits Without Going Public 40:05 – Will KKR Europe Hit $20B? Freise's Bold Prediction 43:45 – Helsing, Space, and Defense: The New Age of DeepTech Bets 45:30 – Tariffs, China, and the Future of the German Car Empire 47:00 – Freise vs. Bitcoin: Will USD Still Rule in 10 Years? 48:15 – 4 Global Shocks Happening Right Now That You Need to Know 51:30 – KKR Missed Spotify AND Alibaba?! The Painful Stories 53:00 – Do Andreessen & General Catalyst Scare KKR? Freise Responds 54:30 – The One Metric That Will Define KKR's Next Decade  

FactSet U.S. Daily Market Preview
Financial Market Preview - Monday 30-Jun

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jun 30, 2025 5:26


US equity futures are higher with S&P up 0.4%. US 10-year and 2-year yield both point down . Dollar softer versus yen, slightly firmer elsewhere. Oil down ahead of another expected OPEC and production hike. Gold firmer. Industrial metals higher. Asian equity markets are mixed. Nikkei has been outperforming to hit twelve month high. European markets are firmer. In trade developments, Canada to rescind digital services tax after Trump threatened to pull out of trade talks on Friday. Trump said he doesn't think he'll need to extend tariff 9-Jul deadline, contrasting somewhat with Treasury Secretary Bessent. Somewhat better news on US-China trade talks after both sides confirmed details on framework agreement where China relaxes rare earth exports and US removes countermeasures. Companies Mentioned: Torrent Pharmaceuticals, JB Chemicals & Pharmaceuticals, KKR, Avadel Pharmaceuticals

Moneycontrol Podcast
4670: Big moves in pharma space, India's revamped item-level CPI, Kohli's new innings as investor & more | MC Editor's Picks

Moneycontrol Podcast

Play Episode Listen Later Jun 28, 2025 6:00


Revamped Consumer Price Index to provide item-level data for granular approach to policymaking, Virat Kohli starts new innings with a Rs 40 crore investment in sports goods startup Agilitas and Torrent Pharmaceuticals revives talks with KKR to acquire its stake in JB Pharma. We examine the hype vs the returns on thematic mutual funds and tell you about the groundbreaking new stem cell therapy to treat type I diabetes. Tune in.

Van Dis Ongefilterd
#43 “Midden in de nacht komt de nachtredacteur, altijd om 3 uur, met een briljant idee waar ik de volgende dag niks aan blijk te hebben!”

Van Dis Ongefilterd

Play Episode Listen Later Jun 28, 2025 73:19


Adriaan en Simon bespreken: een roman schrijven is heilzaam / de nachtredacteur / NAVO-top / beschaving begint achter de IJssel / doe in het openbaar een masker van beschaving op / (echt niet) ongefilterd / Akwasi / gedichten bidden / het lied van Amsterdam / Anak Indië / stemmen uit Gaza / propjes oprapen / post van onze luisteraars / interview met Alfred Schaffer Schrijvers van dienst: Dorien Pessers / Milan Kundera / Philip Roth / Plato / Akwasi / Anton de Kom / Amer Almassri / Alfred Schaffer Download het essay Big Mother van Dorien Pessers hier: 201506291653.pdf Brieven aan Anton de Kom is hier te bestellen: https://boekenwereld.com/akwasi-brieven-aan-anton-de-kom-9789026366086 De man die achteromkeek van Amer Almassri is hier te bestellen: https://boekenwereld.com/amer-almassri-de-man-die-achteromkeek-9789493397125 Goethe in Dachau van Nico Rost is nog beperkt te verkrijgen bij uitgeverij Schokland: http://www.uitgeverijschokland.nl/bestellen/?bid=251 Zo heb ik u lief, alle gedichten tot nu toe van Alfred Schaffer is hier te bestellen: https://boekenwereld.com/alfred-schaffer-zo-heb-ik-u-lief-9789403141213 De gedichten van deze aflevering: Leven van Nazim Hikmet / Hoop van Czesław Miłosz / Dennis the Menace van Ashwin Arendse / The Sink Toilet en The Immaculate Toilet van Musawenkosi Khanyile Je kunt de boeken van Adriaan natuurlijk in de boekwinkel bestellen, maar veel van zijn boeken zijn ook als audioboek te beluisteren, ingesproken door Adriaan zelf. Neem nou bijvoorbeeld Naar zachtheid en een warm omhelzen bij Spotify: https://open.spotify.com/show/5dfcEIZk7KS2J123DerKuO?si=fB8nFoHGQKmqOTPRHlH5sg Voor een toelichting over de auteursbijeenkomst: Auteurs én uitgeverijen zijn boos over eigenaar KKR wegens banden met Israël. ‘We zijn medeplichtig gemaakt’ - NRC Volg het Instagram-account van de podcast: @vandis.ongefilterd Wil je een vraag stellen of reageren? Mail het aan: vandis@atlascontact.nl Van Dis Ongefilterd wordt gemaakt door Adriaan van Dis, Simon Dikker Hupkes en Bart Jeroen Kiers. Montage door Sten Govers van Thinium Audioboekproducties. Bedankt voor uw recensie. © 2025 Atlas Contact | Adriaan van DisSee omnystudio.com/listener for privacy information.

Becker Group C-Suite Reports Business of Private Equity
Blackstone, Apollo, & KKR All Surge Yesterday 6-25-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Jun 25, 2025 1:02


In this episode, Scott Becker discusses the recent gains in Blackstone, Apollo, and KKR stocks despite year-to-date declines.

Cleaning Up. Leadership in an age of climate change.
Is There A Future Without Oil & Gas? Ep214: Ben van Beurden

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jun 25, 2025 73:11


Oil and gas companies lie at the heart of the energy transition. To some, they are heroes, continuing to power human progress despite all the odds. To some, they are villains, responsible for the climate change that is devastating our planet. This week on Cleaning Up, Michael Liebreich interviews Ben van Beurden, former CEO of Shell from 2014 to 2023. The conversation explores the complexities of the energy transition, climate change, and the role of oil and gas companies in addressing global emissions.Van Beurden argues that there's no silver bullet solution to climate change, emphasizing the need for multiple approaches and a holistic view of energy transformation. He believes oil and gas companies will play a crucial role in developing clean energy solutions and driving systemic change, but ultimately we must move away from polluting fossil fuels in pursuit  of the prize of Clean Energy.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Episode 204, the Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SM Ep111: Daniel Yergin "The World's Most Influential Energy Analyst – https://youtu.be/8QIh4U3VgjcEp86: From Climate Law Maker to Superglued Law Breaker – https://www.youtube.com/watch?v=iDo7hkcsRFA

Becker Group Business Strategy 15 Minute Podcast
Blackstone, Apollo, & KKR All Surge Yesterday 6-25-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Jun 25, 2025 1:02


In this episode, Scott Becker discusses the recent gains in Blackstone, Apollo, and KKR stocks despite year-to-date declines.

Investment Banking Insights
Wells Fargo Update, Plus Ken Moelis Steps Down

Investment Banking Insights

Play Episode Listen Later Jun 24, 2025 10:28


Updates in the world of investment banking, regarding Wells Fargo's release from it's $1.95 trillion asset cap. Also, Ken Moelis steps down as CEO of Moelis & Co.Click here for Buy Side Recruiting HelpBuy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBIThe Pulse - Buy Side RecruitingBuy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBIDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Contact: investmentbankinginsights@gmail.com

Lang verhaal kort
#1111 - Dit is een noodgeval: artiesten boycotten jouw festival

Lang verhaal kort

Play Episode Listen Later Jun 19, 2025 5:36


Bij festivals als Milkshake en De Zwarte Cross regent het afmeldingen van artiesten. Heeft te maken met de investeringsmaatschappij achter deze festivals, KKR. Waarom keren artiesten zich tegen deze club? En wat gaan festivalgangers daarvan merken? Steef zoekt het voor je uit.

Culturele bagage
Waarom Nederlandse bands en schrijvers in verzet komen tegen de ‘duivelse plunderaar' KKR

Culturele bagage

Play Episode Listen Later Jun 19, 2025 34:57


In de Nederlandse cultuursector zwelt de kritiek aan tegen durfinvesteerder KKR, die indirect eigenaar is van Nederlandse festivals als Zwarte Cross en de grootste uitgever van Nederland: VKB. Nu blijkt dat KKR ook de wapenhandel in Israël financiert, dreigen schrijvers op te stappen en zeggen bands als Hang Youth en Goldband hun optredens af. Wat willen die artiesten en schrijvers bereiken? En heeft een boycot zin? Esma Linnemann bespreekt het met cultuurredacteur Wilma de Rek, muziekjournalist Els de Grefte, protest-onderzoeker Maartje Janse en schrijver Daan Heerma van Voss. Presentatie: Esma LinnemannRedactie en montage: Julia van AlemEindredactie: Corinne van DuinSee omnystudio.com/listener for privacy information.

Millionaire Mindcast
Trump vs. Powell, Inflation Cooling, CRE Shakeup and Crypto ETFs Heating Up | Money Moves

Millionaire Mindcast

Play Episode Listen Later Jun 18, 2025 18:00


In this solo episode of Money Moves, Matty A. breaks down the latest economic and investment headlines—from Trump's fiery demands for massive rate cuts, to shifts in the real estate and crypto landscapes. With CPI cooling, Fed moves uncertain, and industrial real estate starting to wobble, there's a lot to unpack. Plus, the flood of new altcoin ETF filings and where billion-dollar firms like Blackstone are quietly investing.This episode was fully curated using AI—crafted to bring you streamlined insights and market signals without the noise.Episode Timestamps:[00:00] Intro & AI-curated format explained[03:00] CPI report shows inflation cooling; Trump demands massive rate cuts[04:48] Industrial real estate weakens after a decade of strength[06:25] Office-to-residential conversions on the rise—300+ planned for 2025[07:56] Altcoin ETF surge: 30+ filings including Doge, Solana & more[08:54] Where institutional money is going: multifamily, logistics, and data centers[11:06] “Bull or B.S.”: Will the Fed really cut rates twice? Is altcoin summer here?[12:58] Wealth Builder Breakdown: Altcoin ETFs explained[14:40] Final takeaway: Invest in what's inevitable, not what's trendingTopics Covered:Trump vs. Powell: Political pressure on interest ratesFed policy outlook & CPI analysisIndustrial real estate headwindsThe boom in office-to-residential conversionsRise of altcoin ETFs and institutional crypto adoptionSmart money trends: What Blackstone, KKR, and others are buyingStrategic investing insights for long-term wealthResources & Links:Wise Investor Vault – Tools & Resources (link)Text Matty A: 844-447-1555Subscribe on YouTube: Investing in CRE with Matty A.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555

Cleaning Up. Leadership in an age of climate change.
Deforestation, Oil and Aviation Fuels: A Brazilian Take on the Climate Emergency | Ep213: Thelma Krug

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jun 18, 2025 60:16


What happens if the Amazon rainforest stops absorbing carbon and starts releasing it? Do we need geoengineering to help us cool an overheating planet? And how can developing countries balance environmental preservation with economic development?This week on Cleaning Up, Baroness Bryony Worthington sits down with Thelma Krug, a renowned Brazilian scientist and mathematician, and former vice chair of the IPCC, to explore these critical questions.Krug offers an insider's perspective, drawing from her decades of experience monitoring the Amazon rainforest and participating in international climate negotiations.The conversation ranges from the alarming transformation of the Amazon from a carbon sink to a potential carbon source, to the controversial realm of solar radiation management. As it prepares to host COP30 in Belem in November, Krug provides nuanced insights into Brazil's challenges, the complexities of global climate policy, and the potential for innovative solutions like biofuels and international collaboration.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:• Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SM• COP30 website: https://cop30.br/en• Degrees Global Forum: https://degreesglobalforum.org• Episode 168 with Anand Gopal: https://youtu.be/33QiMC4nG1k

No Tags
48: How (not) to run a DIY festival, with Field Maneuvers

No Tags

Play Episode Listen Later Jun 12, 2025 97:48


We talk about festivals a lot on No Tags, and usually the negative stuff: monopolisation, bad owners, overpriced cheesy chips. But good can still prevail, and are hopes are pinned on Field Maneuvers: an LED beacon of hope in the darkness, and an event that puts the comfort and enjoyment of ravers first. Perish the thought!In this episode, FM organisers Henry, Ele and Leon explain how they've just about stayed afloat for 12 years – or is it 13? They can't quite remember. We talk about building a rave utopia from scratch, the influence of free party culture on FM, adapting to festival life as new parents, and the momentum behind the current boycott of KKR-owned festivals. There's also a story about duck poo.Before that, Chal and Tom talk about the lack of muckracking journalists in the music industry, following on from the latest First Floor newsletter, and get into a stack of listener emails on side-of-stage access, babushka hoods, Afrohouse and Keinemusik. We've had some golden feedback emails lately – please keep them coming!If you're a fan of No Tags and want to show us some love, please do drop us a like and follow on Apple Podcasts, Spotify and Substack. And if you really like what we're doing, please do consider subscribing to our paid tier, which costs £5 per month. Planning, recording, editing and transcribing these regular podcasts is a pleasure but it's also a lot of work, and your support truly does make a difference. Get full access to No Tags at notagspodcast.substack.com/subscribe

Cleaning Up. Leadership in an age of climate change.
⁠Hydrogen Subsidies, Clean Power & Fixing Spain's Blackouts | Ep212: EU Commissioner Dan Jørgensen

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jun 11, 2025 38:17


What will it take to finally wean Europe off Russian gas? Can renewables help with grid stability? And is the EU making a mistake subsidising hydrogen? This week on Cleaning Up, Michael Liebreich sits down with EU Energy and Housing Commissioner Dan Jørgensen to dissect the continent's energy transformation. In this wide ranging interview recorded at the Berlaymont building in Brussels — the home of the European Commission — Liebreich and Jørgensen delve into critical topics including reducing dependency on Russian energy, the economics of renewable technologies, the role of nuclear power, and the contentious economics of green hydrogen. Jørgensen defends the EU's ambitious climate goals while addressing concerns about cost, competitiveness, and political pushback against the green transition. Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SMDecarbonizing the last few percent: https://mliebreich.substack.com/p/decarbonizing-the-last-few-percentLessons from Spain: https://mliebreich.substack.com/p/lessons-from-spainEU Hydrogen Strategy: https://energy.ec.europa.eu/topics/eus-energy-system/hydrogen_en  

The Take
Can Europe's music festivals break from pro-Israel funders?

The Take

Play Episode Listen Later Jun 10, 2025 21:48


Barcelona’s Sónar Festival, a major music and technology event, is seeing artist withdrawals after revelations about its parent company, Superstruct. The live events giant is backed by the hedge fund KKR, linked to Israeli weapons makers and illegal West Bank settlements, prompting a growing boycott. In this episode: Dania Shihab, Artist Episode credits: This episode was produced by Marcos Bartolomé and Tamara Khandaker, with Sarí el-Khalili, Phillip Lanos, Spencer Cline, Kisaa Zehra, Mariana Navarrete, and our host, Natasha del Toro. It was edited by Noor Wazwaz. Special thanks to Noelia Ramírez. Joe Plourde mixed this episode. Our sound designer is Alex Roldan. Our video editor is Hisham Abu Salah. Alexandra Locke is the Take’s executive producer. Ney Alvarez is Al Jazeera’s head of audio. Connect with us: @AJEPodcasts on Instagram, X, Facebook, Threads and YouTube

Smart Humans with Slava Rubin
Smart Humans: EquityMultiple CEO Charles Clinton on the importance of diversification, the impact of interest rates, and the state of the real estate market

Smart Humans with Slava Rubin

Play Episode Listen Later Jun 9, 2025 46:27


Charles Clinton is the CEO and co-founder of EquityMultiple, an online platform that enables individuals to invest in institutional-grade commercial real estate. Before launching EquityMultiple in 2015, Charles was a real estate attorney at Simpson Thacher & Bartlett in New York City, where he advised major private equity clients such as Blackstone and KKR on transactions exceeding $10 billion, including Blackstone's acquisitions of the Cosmopolitan Hotel and Motel 6, and Hilton's restructuring ahead of its IPO. Charles earned his JD and Business Law Certificate from Berkeley Law and holds a BA from Amherst College, where he captained the swimming and water polo teams. He is FINRA Series 7 and 66 certified and resides in New York City with his wife and two daughters.

Market Maker
Inside the Biggest PE & M&A Deals You Need to Know (KKR, Telegraph, Salesforce, Informatica)

Market Maker

Play Episode Listen Later Jun 9, 2025 43:36


From Wall Street's wild recruiting arms race to the collapse of KKR's £4bn Thames Water rescue, Anthony and Stephen unravel the biggest private equity stories shaping markets right now.They unpack why PE firms are hiring grads five years early (and why J.P. Morgan's furious), the 35% drop in global fundraising, and what it means for the industry's future. Plus: Salesforce bets $8bn on Informatica in a bold AI data play, and after 717 days of drama, the Telegraph sale finally nears the finish line.Essential listening for anyone navigating the high-stakes world of M&A, private equity power moves, and the politics behind billion-dollar deals.(00:00) Intro & Themes in Focus(01:55) What Makes a Good LBO Candidate(04:54) Recruiting Mania in Private Equity(14:16) KKR and Thames Water Update(21:06) Private Equity Fundraising Trends(30:33) Telegraph Acquisition Insights(34:34) Salesforce's Acquisition of Informatica

Alles auf Aktien
Steuer-Angst bei Rheinmetall und ein Gold-ETF fürs gute Gewissen

Alles auf Aktien

Play Episode Listen Later Jun 9, 2025 12:32


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über das boomende Festival-Geschäft, Metas mögliches Mega-Investment und eine teure Taser-Firma. Außerdem geht es um Hannover Rück, Deutsche Börse, Volkswagen, Porsche AG, Renk, Hensoldt, Axon Enterprise, Palantir, Scale AI, KKR, CTS Eventim, Live Nation Entertainment, Euwax (WKN: 566010), EUWAX Gold Traceable (WKN: EWG4TR), EUWAX Gold II (WKN: EWG2LD). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Careers for the Blind
Episode 63 - Principal at KKR - Kathryn Webster

Careers for the Blind

Play Episode Listen Later Jun 8, 2025 24:00


Kathryn has been dealing with vision loss since birth. She lost all of her sight at the age of 22, but that didn't stop her from having a successful career at Deloitte, attending Harvard Business School, and currently holding a Principal position at KKR.

Behind the Money with the Financial Times
Why Blackstone, KKR and Apollo are moving in different directions

Behind the Money with the Financial Times

Play Episode Listen Later Jun 4, 2025 22:48


Blackstone, Apollo and KKR. Although they have similar origins, these three top private capital groups are moving in different directions amid tumultuous markets. What do these approaches look like? And will they hold up in a potential downturn? The FT's Antoine Gara, US private equity and deals editor, breaks down each approach and who's most likely to perform best in the future.- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:How Blackstone and its biggest rivals are drifting apart Should ordinary US retirement accounts be investing in private assets?Private equity industry shrinks for the first time in decades - - - - - - - - - - - - - - - - - - - - - - - - - - Follow Antoine Gara on X (@AntoineGara), or on Bluesky (@antoinegara.bsky.social‬). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Cleaning Up. Leadership in an age of climate change.
Renewables Are Here To Stay. Get Over It. | Ep211: Antonio Cammisecra

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jun 4, 2025 67:18


The world's electricity system is transforming: We're integrating more and more variable renewables. Fossil plants are running fewer hours. Demand is growing everywhere, including in the developed world, as we electrify transport and heating, and AI data centers elbow their way onto the grid. Some people find this very threatening but not Antonio Cammisecra, CEO of ContourGlobal. CounterGlobal is a leading independent power producer who is well on their way to transition away from coal to electricity production based on renewables and gas. Antonio joins Michael on Cleaning Up to discuss how to build resilience and security in renewable-dominated grids, how ContourGlobal's battery storage systems are delivering solar at night, and why grids around the world are struggling to cope as electricity demand rises. Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover More: ContourGlobal's website: https://www.contourglobal.comEpisode 74 with Francesco Starace: https://www.youtube.com/watch?v=a_LnZz09Cwk Episode 201 with Nikso Tsafos: https://www.youtube.com/watch?v=dUvKzs82Mi0Episode 208 with Anders Lindberg: https://www.youtube.com/watch?v=UtsCCJ4o1WA The Year Energy Woke Up to AI: https://www.youtube.com/watch?v=OwZ2iNh133A Decarbonizing the last few percent: https://mliebreich.substack.com/p/decarbonizing-the-last-few-percent Lessons from Spain: https://mliebreich.substack.com/p/lessons-from-spain 

The Leader | Evening Standard daily
Is Thames Water drowning in the deep?

The Leader | Evening Standard daily

Play Episode Listen Later Jun 3, 2025 14:14


Today the New York private equity firm KKR dramatically pulled out of a financial rescue plan for the heavily indebted Thames Water. Eleanor Shearer, a senior research fellow at the Common Wealth think tank, joins us to ask what happens next. Plus, the Standard's showbiz correspondent Tina Campbell, is here to discuss the latest development in the continuing feud between It Ends With Us co-stars Blake Lively and Justin Baldoni.https://www.standard.co.uk/business/new-york-private-equity-kkr-thames-water-rescue-ofwat-b1230923.htmlhttps://www.standard.co.uk/showbiz/blake-lively-justin-baldoni-medical-records-b1230950.html Hosted on Acast. See acast.com/privacy for more information.

Nick Ferrari - The Whole Show
Courts 'reviving blasphemy laws' after convicting man who burned Koran

Nick Ferrari - The Whole Show

Play Episode Listen Later Jun 3, 2025 143:13


On Nick Ferrari at Breakfast.Environment Secretary Steve Reed joins Nick as KKR pull out of plans to buy Thames Water.And British Olympic swimmer Sharron Davies speaks to LBC as Canoeing OnlyFans star opens up after having Olympic dream sunk.All of this and more on Nick Ferrari: The Whole Show Podcast.

Cleaning Up. Leadership in an age of climate change.
Is The Tide Turning On Hydrogen? Ep210: Andrew Forrest

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later May 28, 2025 41:54


Billionaire iron magnate Andrew Forrest believes he's on the cusp of a breakthrough to decarbonise shipping and heavy industry using hydrogen. As the Executive Chairman of the Fortescue, one of the world's largest iron ore companies, Andrew Forrest is not an easy to pigeonhole industrial billionaire. He built Fortescue into a hugely successful company, partly thanks to his belief in taking unconventional paths. After a serious accident meant he had to take a break from work, he enrolled in a PhD in marine science. For over a decade now, has been very vocally committed to getting his company's practices aligned with a climate-safe pathway. More recently, he's also been shaking fellow CEOs and leaders out of climate complacency by highlighting the risks of lethal humidity. This week on Cleaning Up, Bryony Worthington asks Andrew about the current climate crusade he's on, what he makes of the recent policy decisions taken by the International Maritime Organization (IMO) to agree carbon penalties for highly emitting ships, and if hydrogen can compete with renewables to be the power source of the future. Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover More:Fortescue's website: https://www.fortescue.com/enThe Sierra Leone Special: https://youtu.be/z-5QjSfy2SMHydrogen Insider: 'The market didn't turn up' | Fortescue's green hydrogen boss exits the company: https://www.hydrogeninsight.com/production/the-market-didn-t-turn-up-fortescues-green-hydrogen-boss-exits-the-companyClean Hydrogen's Missing Trillions - Audioblog 13: https://www.youtube.com/watch?v=jNxCrQyCTpk

Market Maker
The Deal Room: Inside the Biggest M&A Deals You Need to Know (Blackstone, Goldman Sachs, Victoria's Secrets, OpenAI)

Market Maker

Play Episode Listen Later May 26, 2025 34:34


From a $35bn “Valentine's Day love letter” to OpenAI's mysterious $6.5bn hardware play, Anthony and Stephen break down the biggest deal stories shaking up markets this week.They also dive into the private equity pullback as firms like Blackstone and KKR slump, why Goldman Sachs is going big on the Middle East, and how Victoria's Secret is fighting off unwanted attention with lingerie and a poison pill.Essential listening for anyone curious about the mechanics of mega M&A, private equity's shifting playbook, and the strange overlap between fashion, finance, and billion-dollar drama.(00:00) Intro & Key Themes(01:43) The $35 Billion Love Letter(09:36) OpenAI's Bold Acquisition(16:42) The State of Private Equity(23:23) Goldman Sachs in the Middle East(27:14) Victoria's Secrets Poison Pill(32:55) Google's $700 Million Gift*****Are you a student interested in exploring a career in finance? Check out the AmplifyME Summer Analyst Training Programme https://amplifyme.com/summer-analyst-programme Hosted on Acast. See acast.com/privacy for more information.

Capital Allocators
Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)

Capital Allocators

Play Episode Listen Later May 19, 2025 47:14


Eric Mogelof is the head of Global Client Solutions at KKR, one of the world's leading alternative asset firms with roots in private equity dating back to 1976. KKR currently manages $640 billion in assets, across approximately $250 billion in credit, $200 billion in private equity, and $160 billion in real assets. The firm's objective in private wealth is to deliver the same strategies, performance, and quality of experience to individuals as it does institutions.   Our conversation shares how a longstanding brand in private equity has adapted to serve the wealth channel in the last five years. We trace Eric's path to KKR after a long run leading private wealth at PIMCO, the growing demand for alternatives among individual investors, innovation behind evergreen structures and interval funds, and importance of brand, customized products, and advisor education.   Eric shares how KKR is investing in marketing, digital engagement, and on-the-ground sales to reach advisors globally, and the firm's partnership with Capital Group to expand access for non-accredited investors. We also cover the competitive landscape and the opportunities and challenges of making alternatives more accessible to a broader range of investors.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership