Podcasts about kkr

HEADLINES:• Al Habtoor Group will not go for IPO for now • Gulf backed Paramount just won approval for its $111 billion Warner Bros takeover• Kuwait's sovereign wealth fund just launched a $10 billion AI company with Nvidia and KKR Newsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY

US equity futures are modestly weaker, Asian markets are higher, while European equities are also advancing. Markets are being supported by improving risk sentiment tied to growing optimism around a potential US-Iran agreement, with reports pointing to a 60-day ceasefire extension, reopening of the Strait of Hormuz, and a framework to address key nuclear issues. The pullback in oil prices and easing in yields have helped drive a rebound in equities, particularly in the tech sector, alongside reduced expectations for further central bank tightening. While optimism has improved, sentiment remains cautious given the need for formal agreement sign-off and MoU could be signed over weekend in Europe with press sources saying two sides narrowed gaps.Companies mentioned: Alibaba Group, KKR & Co., Amazon

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate und auf der hauseigenen European Investor Exchange, die genau auf Privatanleger zugeschnitten ist. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Oracle verliert 10% nach hohen Rechenzentrumskosten. KKR gründet mit NVIDIA neue Rechenzentrumsfirma. Samsung verhandelt mit Google über Chipproduktion. Hugo Boss hat Angebot. Jeff Bezos hat Startup. SpaceX hat Nachfrage. EZB hat höheren Zins. Coloplast (WKN: A1KAGC) war jahrelang ein Dauerläufer. Dann kam ein teurer Zukauf, ein Erstattungswechsel in den USA und ein Kursverlust von 70%. Jetzt lockt ein KGV von 15. Turnaround oder fallendes Messer? Fastenal (WKN: 887891) kommt mit Schrauben auf 50 Mrd. $ Börsenwert. Seit 1987 im Schnitt 22% Rendite pro Jahr. Besser als Berkshire Hathaway. Was machen sie anders als Würth? Mehr zu Würth im Carrytale-Podcast: https://open.spotify.com/show/7vtyXbsQUzRp2kPDWyryVC?si=Me-13K4KRraLDuenawfSqw&nd=1&dlsi=42a248ad68fc413c Diesen Podcast vom 12.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber discussed a report from Iranian state media, which said Iran will consider all of Elon Musk's companies in the Middle East as military targets as it retaliates against the U.S. This comes one day before Musk's SpaceX is set to go public with a historic and massive IPO. The anchors reacted to Oracle shares taking a hit: The company's AI spending plans overshadowed a Q4 beat. In San Francisco, David previewed his interview with Jeff Bezos and Vik Bajaj, Co-CEOs and Co-Founders of AI startup Prometheus. KKR, Nvidia, Vistra and Kuwait Investment Authority have launched a new AI infrastructure company, Helix Digital Infrastructure. The CEO of Helix and a top executive at KKR joined the program to talk about it. Also in focus: Stocks try to rebound from Wednesday's sell-off, hotter-than-expected May PPI, a look back at SpaceX through the years.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sponsored By:→ Neuro | Go to ⁠https://getneuro.com⁠ and use code ONEDAY at checkout for 15% OFF your entire order.Every single grocery store aisle has been disrupted by better-for-you brands. Every one — except the aisle where the fastest-growing demographic in America shops for nutrition.Jon Bier sits down with Jess Haghani — founder and CEO of Lucille Health — for a conversation about what happens when you spot a gap so obvious it feels impossible that no one has filled it yet. Jess watched her grandmother, Lucille, come home from heart surgery and get handed the same ultra-processed nutrition shakes that haven't meaningfully changed since the 1970s. Products people hide in their basements. Products they're embarrassed to let their grandkids see. A $6 billion category with zero dignity, zero innovation, and no real competition.So she left KKR, went to Harvard Business School, and built the brand she knew had to exist.This episode is a little different. Jess hasn't built a nine-figure business yet. But Jon believes she will and this conversation is why.In this episode:• Why less than 1% of food and beverage innovation is happening for older adults, despite them being the fastest-growing consumer demographic in the world — and why that gap is finally closing• The real story behind Lucille: how watching her 92-year-old grandmother hide a nutrition shake in her basement became the founding moment of a brand built around dignity• What it looks like to take on Abbott and Nestlé with no money, no formulation experience, and no playbook and why that might actually be the advantageFind Jess & Lucille:• Jess on Instagram: https://www.instagram.com/jesshaghani/• Lucille Health: https://www.lucillehealth.com• Lucille on Instagram: https://www.instagram.com/lucillehealth/Timestamps:0:00 - Intro1:21 - Jon's personal experience with his dad's hospital nutrition2:04 - Why do hospitals still serve such poor nutrition products?7:43 - The corruption of big incumbents like Abbott and Nestle9:59 - How big is the older adult nutrition market?11:01 - Why has this category never been disrupted?11:38 - The shame and stigma around products like Ensure and Boost15:25 - Jess's background: London, real estate, KKR, HBS17:02 - The story of Lucille, Jess's 92-year-old grandmother19:51 - Assembling the team and figuring it out step by step25:00 - Should founders pay themselves a salary?31:04 - The broader vision: beyond beverages, full category disruption37:23 - The 70+ demographic has the highest retention rate43:18 - Jon's confidence in Lucille Health's future

Today, wind power accounts for just under 10% of all electricity globally, around the same as solar, recently overtaking nuclear power. 20 years ago, the figure was under 1%. In that time, the sector's leadership has moved around from Europe to the US to Asia, but one specialist European manufacturer has stayed in the leading group throughout: Vestas — a member of the global wind energy aristocracy. This week on Cleaning Up, Michael Liebreich is joined by Henrik Andersen, CEO of Vestas, to discuss the extraordinary growth in the wind energy industry, the challenges it faces with rising interest rates and political hostility, and where the best place to build turbines is in 2026.  Together they do some myth-busting and answer: If wind is so great, why does it need subsidies?  Is wind pointless because it's intermittent? Are turbines killing all the birds? What happens to the turbines at the end of their lives? Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Vestas' website: https://www.vestas.com/en/pages/campaigns/sustainability/200-gw Henrik Andersen's LinkedIn: https://www.linkedin.com/in/henrik-andersen-/ WindEurope 2026: From crisis to confidence — https://windeurope.org/news/windeurope-2026-from-crisis-to-confidence/

The Information's Cory Weinberg breaks down Goldman Sachs' exclusive financial models for the SpaceX IPO, detailing a massive $350 billion cash burn projection through 2030 and the S&P 500's decision to block a fast-tracked index entry. Co-executive editor Martin Peers exposes the internal engineering friction at xAI, including Elon Musk's habit of firing researchers over unrealistic deadlines and how staff used personal accounts to access Anthropic's models. Finally, San Francisco Bureau Chief Jason Dean unpacks the exclusive scoop that data center developer Switch is in talks with KKR and Brookfield to raise capital at a valuation of at least $50 billion.Articles discussed on this episode: https://www.theinformation.com/articles/wall-street-expects-spacex-burn-350-billion-cash-2030https://www.theinformation.com/articles/xai-went-chasing-anthropic-poweringhttps://www.theinformation.com/articles/data-center-developer-switch-talks-raise-billions-50-billion-plus-valuationSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - SpaceX Models Slated to Burn $350 Billion09:41 - Why S&P Refused to Fast-Track SpaceX 13:32 - The xAI and Anthropic Cat and Mouse Game19:50 - The AI Paradox for Cybersecurity Stocks23:01 - Data Center Giant Switch Eyes $50B+ Valuation

El crédito privado vuelve a generar inquietud en los mercados financieros. Blackstone ha decidido restringir la recompra de participaciones de su principal fondo, Blackstone Private Credit Fund, hasta el 5%, tras recibir peticiones de reembolso cercanas al 10%. Durante el primer trimestre, el vehículo había podido satisfacer todas las solicitudes sin dificultades. Internamente, la firma ya había considerado elevar ese límite hasta el 7%, que suele ser el umbral habitual en este tipo de productos. A este movimiento se suma lo realizado por Cliffwater, que también optó por limitar los reembolsos al 5% en su Corporate Lending Fund, con un patrimonio de unos 31.000 millones de dólares. En este caso, las solicitudes alcanzaron aproximadamente el 17%, superando ampliamente los niveles previstos. Su consejero delegado, Stephen Nesbitt, explicó en una carta a los inversores que la medida busca mantener una liquidez periódica coherente con la estrategia a largo plazo y con la naturaleza de los activos subyacentes. Esta tendencia no es aislada, ya que en los últimos meses varias gestoras han aplicado restricciones similares en sus fondos más relevantes. La situación comenzó a preocupar a figuras destacadas del ámbito económico. En octubre de 2025, Jamie Dimon popularizó la expresión “cucarachas negras” para advertir de riesgos ocultos, señalando que cuando aparece un problema es probable que existan más. Posteriormente, en abril, avisó de que en un futuro ciclo crediticio las pérdidas en préstamos apalancados podrían ser superiores a lo anticipado. Otros expertos, como Jeffrey Gundlach de DoubleLine Capital, han descrito el sector como un “salvaje oeste”, llegando a compararlo con la crisis financiera de 2008. Grandes firmas como Apollo, Ares o KKR también han adoptado medidas de contención. Entre las más afectadas destaca Blue Owl Capital, cuyas acciones han caído con fuerza desde 2025. en 2026 ha perdido cerca del 40% de su valor, en un contexto de fuertes solicitudes de retirada que obligaron a imponer límites estrictos.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das jähe Ende einer Gewinn-Serie, den Dax-Aufstieg von Hochtief und wie Ihr steuerschonend Euer Depot weitergeben könnt. Außerdem geht es um OHB, SpaceX, Broadcom, CrowdStrike, SAP, Nemetschek, Atoss, Partners Group, Blue Owl, Apollo, Ares, EQT, Blackstone, KKR, RWE, E.on, Porsche Holding SE, Elmos Semiconductor, Siltronic, Süss Microtec SE, Saudi Aramco, OpenAI, Anthropic, Alphabet, Meta, Amazon, Tesla, Nvidia, Boeing, Jefferies, Partners Group Global Value (WKN: A2N9U7), Invesco Solar Energy ETF (WKN: A2QQ9R). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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. +++ 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

For more than 15 years, the RCP8.5 climate scenario has shaped headlines, policy decisions, financial stress tests and public understanding of climate risk. Now, the scientific community has declared it implausible. So what comes next? This week on Cleaning Up, Michael Liebreich welcomes Professor Roger Pielke Jr. back to explore why RCP 8.5 became the dominant "business as usual" climate scenario, and what its demise means for climate research, policymaking and public debate. They discuss the origins of the scenario, how assumptions about coal consumption drove projections beyond plausible futures and ask whether fear-based climate communication has ultimately helped or hindered public support for climate action. They tackle tipping points, extreme weather, climate policy, scientific self-correction, and the crucial question of how societies should respond to climate risk in a world that is still warming. Until recently, Roger was a tenured professor at the University of Colorado at Boulder. He is now senior fellow at the American Enterprise Institute and publishes an influential Substack called The Honest Broker. He last made an appearance on Cleaning Up in June 2022. If you want to know the background to the RCP8.5 controversy you should listen to that episode, linked below. Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Van Vuuren's 2026 paper on RCP8.5 becoming implausible: https://gmd.copernicus.org/articles/19/2627/2026/ Van Vuuren's 2011 paper on the development of the Representative Concentration Pathways (RCPs): https://link.springer.com/article/10.1007/s10584-011-0148-z The Honest Broker Substack: https://rogerpielkejr.substack.com/ Michael's writeup on RCP8.5: https://mliebreich.substack.com/p/rcp-85-is-officially-bollox Roger Pielke Jr's past appearance on Cleaning Up: https://www.youtube.com/watch?v=K2LpMpkrP1w Johan Rockström on Cleaning Up: https://youtu.be/eIJkt_mY12s Jim Skea on Cleaning Up: https://youtu.be/oAWUdL5ZKsk

The federal budget has investors asking whether the old wealth-building playbook still works. Charlie Viola joins Bryce and Ren to unpack what proposed tax changes mean for trusts, super, property, private credit and portfolio construction and why the fundamentals still matter more than the tax noise.In this episode: 00:00 — Why tax changes shouldn't derail good investing00:55 — Budget changes and the pressure on family trusts05:14 — Capital gains tax: overreaction or real risk?09:01 — How accumulators should think about structures15:31 — Has the case for investment property changed?17:22 — Property, leverage and negative gearing19:23 — Global equities, AI and portfolio positioning23:14 — Why Australian equities look less compelling25:01 — Private credit and understanding the risks28:14 — Infrastructure's role in portfolios32:49 — Charlie's key actions for investors this yearIf you would like to speak to Charlie or any of his team head to equitymates.com/advice and we will put you in touch.Stocks & ETFs mentioned: Commonwealth Bank of Australia (ASX: CBA), BHP Group (ASX: BHP), ANZ Group (ASX: ANZ), Telstra Group (ASX: TLS), Woolworths Group (ASX: WOW), CSL (ASX: CSL), Cochlear (ASX: COH), Brambles (ASX: BXB), Macquarie Group (ASX: MQG), Hamilton Lane (NASDAQ: HLNE), KKR & Co (NYSE: KKR), Qualitas (ASX: QAL).———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Her off of Loose Women was there. So was Jane McDonald. And so, four ownership layers up, were the financiers. Graeme is joined by Loud Brown Gays host and Outcast alumnus Nick Charles to talk about the contradiction at the heart of the best weekend of the queer calendar. Mighty Hoopla is owned by Superstruct, owned in turn by the US private equity giant KKR, a firm that backs weapons manufacturers and holds stakes in Israeli corporations tied to the occupation. We waved Free Palestine flags at a festival whose money flows straight up to it. This is not a call to boycott and it is not a pile-on. It's a confession, because we were all there, and an honest look at why our anger lands on the rainbow logo while the people with the actual power stay invisible. Plus: queer club night DILF was deleted from Instagram overnight. Who will be silenced next? #OutcastWorld #MightyHoopla #QueerNightlife #LGBTQ #Palestine

As electricity demand rises and renewable generation continues to expand, the same question keeps arising: how do we keep power systems reliable, affordable and resilient? This week, Michael Liebreich is joined by Håkan Agnevall, CEO of Wärtsilä, to discuss the changing role of flexible generation in modern electricity systems, the growing importance of grid stability, and why balancing technologies will be critical as renewables become an ever-larger share of the global energy mix. They explore how rapidly growing electricity demand, including from data centres, is reshaping investment decisions, why flexible gas generation may play an important transitional role, and how batteries, renewables and thermal assets can work together to build a more resilient power system. The conversation also examines the future of shipping decarbonisation following delays to the International Maritime Organisation's proposed global carbon-pricing mechanism, the importance of fuel flexibility for vessel owners, and how digital technologies and AI are improving efficiency across industry. Håkan and Michael cover a wide variety of topics, including: Why flexible generation remains essential in renewable-heavy grids How growing electricity demand is changing energy infrastructure planning The role of gas engines, batteries and storage in maintaining grid stability What data centres mean for future power systems Shipping decarbonisation and the IMO's delayed carbon-pricing vote Fuel flexibility and efficiency in maritime transport How industrial companies are using AI to improve performance and reliability Energy security, competitiveness and the changing geopolitical landscape Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Wärtsilä's website: https://www.wartsila.com/ Episode 208 with Anders Lindberg, Wärtsilä's head of energy: https://www.youtube.com/watch?v=UtsCCJ4o1WA Episode 229 with Professor Tristan Smith of UCL, on the delayed IMO agreement: https://www.youtube.com/watch?v=HdUCidkeDto Episode 235 with Rob Dunn, inside the Start Campus data centre: https://www.youtube.com/watch?v=juAyLAUmU3w

This week we break down five real estate investment trustswe like for dividend growth investors — from the Las Vegas strip to German retail parks. VICI Properties (VICI), Big Yellow Group (BYG.L), Healthpeak Properties (DOC), Defama (DEF.DE), and Agree Realty (ADC) each offer a different flavour of income and growth. We also talk about NVIDIA's (NVDA) staggering $870 million annual dividend payout to Jensen Huang, Evolution Gaming's (EVO.ST) $2 billion buyback, and Chubb's (CB) 33rd consecutive dividend hike. Plus, May dividends are rolling in and it feels good. Listener questions cover anticyclical investing, German industrial job losses and what it means for your portfolio, falling in love with stocks, portfolio complexity, Intuit's (INTU) AI risk, asset managers like KKR and Blackstone, and the hidden cost of inflation erosion on slow dividend growers.Episode 300 is just weeks away — sign up for the live showvia https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header More at dividendtalk.eu Follow us @dividendtalk and @europeandgiDisclaimer: We are not financial advisors. All opinions expressed are for entertainment and educational purposes only. Always do your own research before making investment decisions.

In this episode of the show, Binksy, Raj and Stu take stock of all 10 teams at IPL 2026 as we move to the knockout phase of the competition. We start the show by focusing on the three teams already qualified for the playoffs at the time of recording - Gujarat Titans, Royal Challengers Bengaluru & Sunrisers Hyderabad. There are contrasts among the styles - GT's bowling has been a huge strength, SRH look to overpower sides with their batting & RCB favour a more balanced approach - but all three must feel they have a strong chance of lifting the trophy in 2026. There's talk about the upcoming battle between Josh Hazelwood & Bhuvi Kumar and the GT top three of Sai Sudharsan, Shubman GIll & Jos Buttler - plus yet more praise for Heinrich Klaasen, Ishan Kishan & Eshan Malinga. As the conversation turns to the sides on the bubble - Punjab Kings, Rajasthan Royals & Kolkata Knight Riders - we avoid discussing the permutations and instead focus on which of these teams we'd most likely expect to play spoiler when one of them slides into that number 4 slot on the table. For KKR, it's the bowling that has shone in recent matches - the spin of Sunil Narine and Varun Chakravarthy in particular capturing most of the headlines. Punjab finally awoke from their slumber thanks to a superb hundred from Shreyas Iyer, but after a losing streak that long, can they really be expected to win 4 matches in a row? Rajasthan's equation was simple - beat Mumbai and they're in - then hope Vaibhav Sooryavanshi's outstanding season can continue for a few more games against the toughest opposition. In the final segment, we say goodbye to Lucknow Super Giants, Mumbai Indians, Delhi Capitals and the Chennai Super Kings. Are there any bright spots? What skillsets should they target in the 2027 auction? And could that auction feature big names like Hardik Pandya, Rohit Sharma, Kuldeep Yadav, Aiden Markram & Matt Henry? We'll be back in your feed again soon with more cricket news, including to review the IPL finals and preview the Black Caps v England Test series. Until then please take the time to give us a like, follow, share or subscribe on all our channels (@toporderpod on Twitter & Facebook, and @thetoporderpodcast on Instagram & YouTube) and a (5-Star!) review at your favourite podcast provider, or tell a friend to download. It really helps others find the show and is the best thing you can do to support us. You can also find all our written content, including our Hall of Fame series, at our website. You can also dip back into our guest episodes - including conversations with Mike Hesson, Shane Bond and Mike Hussey, current players such as Matt Henry, Sophie Devine and Ish Sodhi, coaches Gary Stead, Jeetan Patel and Luke Wright, as well as Barry Richards, Frankie Mackay, Bharat Sundaresan and many more fascinating people from all across the cricketing world. And if you'd like to reach out to us with feedback, questions or guest suggestions, get in touch at thetoporderpodcast@gmail.com. Thanks for listening. 0:00 Intro 1:30 IPL 2026 - The contenders 2:20 RCB - consistency has been key 9:55 GT - Top 3 and bowers world class 14:00 SRH - can batting firepower win it all? 20:20 The bubble: KKR's spinners 23:10 Punjab Kings' bizarre season 26:10 Rajasthan Royals - Sooryavanshi's star turn 32:30 Exit interviews - are LSG too average? 38:35 MI to face tough offseason questions 43:30 DC - glass half full or half empty? 49:25 CSK - is the rebuild on track? 55:40 Outro Learn more about your ad choices. Visit podcastchoices.com/adchoices

Biotech company Imperagen announced on Thursday a £5 million ($6.7 million) seed round led by PXN Ventures, with participation from IQ Capital and Northern Gritstone. Also, beauty and wellness booking marketplace Fresha says it has raised $80 million investment from KKR's Next Generation Technology Growth fund, KKR's growth equity arm. Learn more about your ad choices. Visit podcastchoices.com/adchoices

- Get NordVPN with a special discount - https://www.nordvpn.com/goodareas - Get an exclusive 15% discount on Saily data plans! Use code 'goodareas' at checkout. Download Saily app or go to: https://saily.com/goodareas - Behram Qazi and Akshay Kumaraswamy review KKR's win over MI. - - To support the podcast please go to our Patreon page -  https://www.patreon.com/c/goodareaspodcast  - Head over to commbox.tv to learn more about our network. - This podcast is edited and mixed by Ishit Kuberkar,    he's at https://instagram.com/ishitk86   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über einen Dämpfer für Hasbro, Rückenwind für die Rüstungsbranche und die RE-IPO-Fantasie bei OHB. Außerdem geht es um Springer Nature, Renk, Rheinmetall, Hensoldt, Infineon, Aixtron, Nvidia, Arm Holdings, Marvell, AMD, Lam Research, ASML, Intel, Target, Analog Devices, KKR, Alphabet, Amazon, Microsoft und Meta. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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. +++ 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

What does it take to launch a truly standout career while your peers are just getting started? In this galvanizing episode, Steve Acorn sits down with private equity rising star Blake Winkley to unravel how student leaders can leapfrog the status quo by stacking bold experiences and embracing brutal discomfort.  From hustling side gigs in high school to running a six-figure business as a college sophomore, Blake Winkley reveals the mindset shifts and tactical moves that turned relentless rejection into career rocket fuel. Don't settle for an average trajectory. Listen now to discover why your "story" matters more than ever, what hiring managers are secretly looking for, and how the way you handle this summer could radically change your life. You'll miss out on proven, exclusive frameworks you won't hear anywhere else if you let this episode slip by.     Timestamped Highlights 00:42 – The unexpected truth behind private equity's allure 04:03 – Why missing the "ideal" internship was the best thing that happened 07:00 – The strategic move that turned rejection into opportunity 12:03 – The inside story that made hiring managers say "yes" 16:08 – Unlocking the hidden ecosystem of million-dollar deals 20:19 – Fresh eyes, real impact, and how to outgrow your comfort zone 27:23 – Why brutal honesty and relentless discomfort are career multipliers 41:43 – Crushing imposter syndrome and trusting the process for success     About the Guest Blake Winkley is a Capital Raising Associate at KKR, one of the world's largest private equity firms. With a track record spanning institutional sales on Wall Street to unlocking high-value real estate funds, Blake's career showcases what's possible when student entrepreneurs apply relentless grit, strategic networking, and the right leadership mindset.

In this special episode of Cleaning Up from San Francisco Climate Week, Michael Liebreich and Bryony Worthington unpack the geopolitical shocks reshaping the global energy transition. From escalating tensions in the Gulf and their impact on oil and LNG markets, to China's accelerating electrification revolution, the conversation explores how energy security, industrial strategy and climate ambition are colliding in real time. Bryony and Michael debate whether the West can realistically compete with China's manufacturing dominance, why electrification is becoming the defining energy strategy across Europe and Asia, and whether hydrogen has any meaningful role left to play. They also examine California's energy paradox, the future of AI-driven electricity demand, and whether nuclear power can help meet the coming compute boom. Along the way, they tackle the politics of trade, the economics of resilience, the rise of clean tech nationalism, and the uncomfortable societal questions posed by artificial intelligence and automation. This episode covers: The energy implications of instability in the Middle East Why electrification is accelerating globally China's EV and battery dominance The future of LNG, coal and renewables in Asia  Why Michael thinks hydrogen is dead policy walking AI, data centres and the coming electricity crunch California's clean energy transformation Whether nuclear power can support the AI revolution Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Absolutely Electrifying - Ep158: Saul Griffith: https://www.youtube.com/watch?v=238XVTF4ang How Nvidia Made Chips 100,000x More Efficient | Ep215: Josh Parker: https://www.youtube.com/watch?v=k0KtA9WKZ3U The Future of Clean Tech Under Trump — Ep198: Jigar Shah: https://www.youtube.com/watch?v=PCOaF-qQ_TU

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos Deutsche Software- und Rüstungsaktien erholen sich. Rheinmetall bekommt Milliarden-Auftrag. Grizzly Research mit Short-Report bei Ottobock. Blackstone und Google greifen Neocloud-Anbieter an. Agilysys meldet 17. Rekordquartal in Folge. Amer Sports hebt Prognose an. OHB (WKN: 593612) gründet mit Helsing ein Joint Venture für Bundeswehr-Aufklärungssatelliten. Milliardenschwere Aufträge winken, KKR hat sein Investment verzehnfacht. Aber das KGV von 130 ist sportlich. David Einhorn setzt auf Versant Media (WKN: A41RUQ), den Comcast-Spinoff. Schmelzendes Kabel-Eis, aber starke Digitalmarken wie Rotten Tomatoes und GolfNow. Unterbewertung durch Zwangsverkäufe nach Abspaltung? Diesen Podcast vom 20.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Chris sits down with Bryan Perkins, Founder & CEO of Novaria Group, a Fort Worth-based aerospace manufacturer he started in 2011 and sold to Arcline last November for $2.2 billion. Bryan didn't set out to be in aerospace. He needed a job. But once he was in, he saw a niche nobody else wanted - high-mix, low-volume, esoteric parts that go under the radar - and spent 15 years rolling up 27 companies into one of the biggest businesses most people have never heard of. His North Star from the start was TransDigm, a company he'd been studying since his 20s. Chris and Bryan unpack the full operator's playbook behind that arc, how his thinking has evolved across a family office, KKR, and now Arcline, and where the entire aerospace ecosystem is headed by 2030. They discuss: Why you can't outmanage a bad capital structure - and what most lower middle market PE gets wrong about underwriting How Bryan built a roll-up that produces 80-90% proprietary deal flow, and the patience it takes to do that Why commoditization is an immediate no, and how the "layer cake" of process IP, material science, and unit economics creates moats most people can't see What an arranged marriage with private equity actually looks like, across three different capital partners Why he thinks the world still won't have enough airplanes by 2030, and how the new space economy is reshaping demand The decadal-thinking, "win the day" mindset behind a 15-year compounding machine Timestamps:00:00 Intro01:22 "You Can't Outmanage a Bad Capital Structure"05:00 Underwriting Deals12:17 Novaria's Strategy in Plain English15:04 IP Moats Over Commoditization17:04 Why Making an Aerospace Washer Is Harder Than You Think21:56 Business Model Business vs. Single-Product Business27:07 Patience and Decadal Thinking as a Proprietary Deal Flow Strategy30:49 How Unglamorous Early Jobs Build Real Credibility38:01 Centralized Controls, Decentralized Operations44:44 Leveling Up: Founders Who Start with the End in Mind55:11 What Is an Institutional Compounder?1:03:05 TransDigm as North Star - Carving a Differentiated Strategy1:08:41 Why Aerospace and Automotive Factory Playbooks Don't Transfer1:14:10 The Road to 2030: Demand Surge, Space Economy & New Aircraft Design ----- Presented by Airshare: Trusted across the country for fractional ownership, jet cards, charter, and aircraft management, Airshare gives you a smarter way to fly private - a days-based fractional model that delivers 20 days a year of unlimited flight time on the Phenom 300 or Challenger 3500. Go to flyairshare.com to learn more. ----- Sponsored by Collateral Partners: Collateral Partners builds institutional-grade investor materials for private credit, private equity, real estate, and family office firms - the kind of marketing collateral that helps you close capital. Learn more at collateral.com/fort. ----- Chris on Social Media: X: https://x.com/fortworthchris Instagram: https://www.instagram.com/thepowerspodcast LinkedIn: https://www.linkedin.com/in/chrispowersjr/ Visit our website: https://www.powerspod.com/Leave a review on Apple: https://bit.ly/45crFD0Leave a review on Spotify: https://bit.ly/3Krl9jO

We talk about how difficult this IPL has been to watch, KKR's misfortunes, GT's bowling, the return of Bhuvi, bouncers from Krunal, a possible Klaasen Orange Cap(?), a lot about Mumbai Indians, what are bowlers?, who is Vaibhav Suryavanshi, how will Punjab be remembered?Sarthak wrote a piece earlier today talking about how IPL became inert. Read it here.

In this episode of the show, Binksy, Baldy and Stu look back at the week that was in IPL 2026, discuss England's Test squad to take on the Black Caps and cover off some news from New Zealand, Australia and the World Test Championship. We start the show by trying to make sense of an increasingly murky IPL playoff picture after KKR's big win over the Gujarat Titans in the early hours of Sunday morning New Zealand time. With plenty set to change overnight, we looked at both Kolkata and Gujarat to investigate what's been going well for these two sides recently. There's praise for spinners Varun Chakravarthy and Sunil Narine, seamers Kagiso Rabada and Kartik Tyagi, plus the powerful striking of Finn Allen. As the conversation continues, attention turns to the Punjab Kings, who at the time of recording were on an almighty slump. We spotlight the impact (or lack thereof) of their overseas seam-bowling contingent - particularly T20 World Cup standout Marco Jansen. We also take the time to chat about Virat Kohli's masterful hundred for RCB against KKR and the need to appreciate greatness when it's right in front of your eyes. In the second half of the show, we head to the UK to examine the newly announced 15-player England Test squad to take on the Black Caps (at least for the first Test). Zak Crawley has run out of chances and Emilio Gay & James Rew join, but it's the bowling attack which has seen the largest number of changes since The Ashes. There's a return for Ollie Robinson, talk of Ben Stokes opening the bowling and possible opportunities for Matthew Fisher and Sonny Baker. To round out the show, we cover off the news that the NZ20 has been officially delayed until December 2027, Devon Conway is keen for a central contract, Australia named a youthful looking white-ball squad featuring the likes of Cooper Connolly & Ollie Peake, and the ICC are set to discuss one-Test series in the World Test Championship. We'll be back in your feed again soon with more cricket news, including the charge to the IPL finals and the Black Caps' tour to England. Until then please take the time to give us a like, follow, share or subscribe on all our channels (@toporderpod on Twitter & Facebook, and @thetoporderpodcast on Instagram & YouTube) and a (5-Star!) review at your favourite podcast provider, or tell a friend to download. It really helps others find the show and is the best thing you can do to support us. You can also find all our written content, including our Hall of Fame series, at our website. You can also dip back into our guest episodes - including conversations with Mike Hesson, Shane Bond and Mike Hussey, current players such as Matt Henry, Sophie Devine and Ish Sodhi, coaches Gary Stead, Jeetan Patel and Luke Wright, as well as Barry Richards, Frankie Mackay, Bharat Sundaresan and many more fascinating people from all across the cricketing world. And if you'd like to reach out to us with feedback, questions or guest suggestions, get in touch at thetoporderpodcast@gmail.com. Thanks for listening. 0:00 Intro 1:00 IPL 2026: The playoff picture is murky 3:15 KKR enters the chat 5:45 Was Finn Allen robbed of POTM? 10:15 Punjab Kings losing streak 18:30 Virat Kohli appreciation 25:45 Fielding & scheduling 29:20 England Test squad v NZ 30:05 Changes to the bowling attack 43:15 Pitches and ball conditions 49:00 NZ20 delay, Devon Conway contract 54:35 Australia's youthful white-ball squads 1:01:10 ICC considering 1-Test WTC series Learn more about your ad choices. Visit podcastchoices.com/adchoices

The energy system is not about supply and exports and generation and distribution. It's about how we use energy in our daily lives and workplaces. The so-called energy trilemma, affordability versus reliability versus environmental performance looks very theoretical in the boardrooms of an NGO or a consulting company. But it's not theoretical at all for someone struggling to run their life, do their job and pay their bills. What we need is a system focused on usage, not on supply. Joining Michael on Cleaning Up this week is Harish Hande, a Bangalore-based social entrepreneur, co-founder and CEO of the Selco Foundation, which focuses on decentralized solar energy solutions for underserved communities. A graduate of IIT Kharagpur with a master's and PhD in energy engineering from the University of Massachusetts, Harish has over three decades of grassroots experience using sustainable energy to drive poverty reduction in rural India. In 2011, he received the Ramon Magsaysay Award for his efforts to make solar power accessible and affordable for the poor through innovative, livelihood‑linked energy services. Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: The Selco Foundation: https://selcofoundation.org/ Impact Investing Has it Backward: https://nextbillion.net/impact-investing-backward-time-prioritize-needs-social-enterprises-not-just-investors/ How Solar is Saving 100s of Lives in Sierra Leone — Ep204: Project Bo: https://www.youtube.com/watch?v=z-5QjSfy2SM A Life of Energy Access and Inclusion - Ep20: Richenda Van Leeuwen: https://www.youtube.com/watch?v=8tyk1xcf7nQ What India Gets Right About The Energy Transition | Ep226: Dr Arunabha Ghosh: https://www.youtube.com/watch?v=qMrn-JewoCo  

What happens when a $6.4 billion PE buyout becomes a cautionary tale for every SaaS operator, investor, and board member? In this episode, Dave "CAC" Kellogg and Ray "Growth" Rike break down Private Credit: what it is, how it works, and why it is showing up everywhere from venture rounds to leveraged buyouts. Then they walk through the Medallia deal step by step to show exactly how the model breaks.What we covered:Private credit 101: from venture debt to leveraged buyoutsPrivate credit is non-bank lending done by funds instead of banks, with a repayment-first mindset rather than a returns mindset. Capital deployment hit nearly $600 billion in 2024, up 78% from 2023, with 22 to 25% of that concentration in SaaS companies. Ray and Dave explain the difference between venture debt (lending to startups post-round) and direct lending (providing the "L" in LBO transactions), and why these structures have moved from niche to standard in software finance.How debt is priced and why it costs what it costsPrivate credit loans are floating-rate instruments priced at SOFR plus 500 to 800 basis points. In the zero-rate era that meant 6 to 9% all-in. Today it means 10 to 13%. Dave explains warrants as the "sweetener" (typically 5 to 15% of the loan amount, translating to under 2% equity ownership) and why the real economic driver is repayment, not upside. Ray frames the contrast with VC math: a lender who loses principal on one deal has no portfolio-level offset.The terms that matter: PIK, bullets, and covenantsPay-in-kind interest defers cash pain today by adding to the principal balance tomorrow. A $100M loan PIK-ing at 10% annually becomes $121M in two years and $133M in three. Bullet loans put the entire principal due at maturity, which for most companies means refinancing or a sale event. Dave's strongest language is reserved for covenants, which he calls the "third rail": liquidity, EBITDA, ARR growth, and coverage ratio thresholds that give lenders the right to call the loan if tripped. He argues these belong on page one of every board dashboard, every time.The Medallia case study: when all the assumptions move against youThoma Bravo acquired Medallia in 2021 for $6.4 billion at 9x revenue, with roughly $1.8 billion of debt backed by Blackstone, Apollo, and KKR. The deal was underwritten on continued growth and margin expansion toward 25% free cash flow. Instead, growth slowed, base rates rose more than 400 basis points, PIK interest compounded the balance from $1.8B to $2.2B, and EBITDA of $200M fell below annual interest expense of $300M. Interest coverage dropped below 1x. Thoma Bravo's $5 billion equity investment went to zero. Lenders took the keys via debt-for-equity conversion.Why these structures can look stable and then break fastThe Medallia deal was not unusual at entry. The problem was that PIK, rising rates, and slowing growth are individually manageable and jointly lethal. By March 2026, Blackstone was marking its first-lien Medallia debt at 60 cents on the dollar. Ray notes that between 2015 and 2025, more than 1,900 software companies were acquired by PE in deals worth over $440 billion, and 20 to 25% of all private credit went to SaaS. The exposure across the sector is large.The lesson Rory O'Driscoll would underlineDave closes with a line from Rory O'Driscoll: as soon as something becomes a formula, the play is probably over. Private credit for SaaS worked reliably for nearly a decade. The combination of higher rates, compressed multiples, and closed IPO and M&A windows revealed that the formula was underwriting a world that no longer existed. Senior debt gets paid first. When the debt is impaired, the equity is gone. The math does not negotiate.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Scott Becker examines the contrasting performances of Intel, Palantir, and major private equity firms like KKR.

In this episode, hosts David Millili and Steve Carran sit down with Roman Pedan, the founder and CEO of Kasa, to discuss the future of hospitality, the role of AI in hotel operations, and how technology is reshaping the guest experience.Roman shares his journey from immigrating to the United States from Ukraine to studying at the University of Pennsylvania and Stanford University, before building one of the hospitality industry's most innovative tech-enabled brands. He dives into the inspiration behind Kasa, lessons learned from private equity at KKR and Walton Street Capital, and why he believes hospitality operators need tighter integration between technology and operations.The conversation explores:How AI is transforming hospitality operations and guest communicationThe future of apartment hotels and flexible real estateWhy traditional hotel tech stacks are brokenThe importance of balancing automation with human hospitalityKasa's acquisition of Mint House and the company's rapid growthIf you're interested in hospitality innovation, hotel operations, real estate, or the future of travel technology, this is an episode you won't want to miss.Watch the FULL EPISODE on YouTube: https://youtu.be/n-j4XSvUyLALinks:Roman on LinkedIn: https://www.linkedin.com/in/roman-pedan/Kasa: https://kasa.com/ For full show notes head to: https://themodernhotelier.com/episode/276Follow on LinkedIn: https://www.linkedin.com/company/the-..Join the conversation on today's episode on The Modern Hotelier LinkedIn pageConnect with Steve and David:Steve: https://www.linkedin.com/in/%F0%9F%8E...David: https://www.linkedin.com/in/david-mil.

In this episode, Scott Becker examines the contrasting performances of Intel, Palantir, and major private equity firms like KKR.

In this episode, Scott Becker discusses the sharp market rebound, rising oil prices, President Trump's rejection of Iran's negotiation response, Intel's massive year-to-date surge, and the continued challenges facing private equity stocks like KKR.

This Day in Legal History: Christmas is Canceled in MassachusettsOn May 11, 1659, the Massachusetts Bay Colony passed a law making it illegal to celebrate Christmas. The law imposed a fine of five shillings on anyone who observed the holiday by feasting, taking the day off from work, or engaging in other forms of celebration. To modern readers, this can sound like a strange kind of anti-holiday law, but it reflected the religious and legal culture of Puritan New England. Many Puritans rejected Christmas because they believed it had no clear biblical foundation and was associated with Catholic tradition, disorderly public behavior, and old English customs they considered improper. In their view, the law was not merely about stopping a party; it was about enforcing a disciplined religious society.The colony's leaders used law as a tool to shape public morality, religious practice, and daily life. This was common in early colonial legal systems, where civil authority and religious authority were often closely connected. The Christmas ban also shows how different early American ideas of “religious liberty” could be from later constitutional understandings. Rather than protecting a broad right to celebrate or worship differently, the Massachusetts Bay Colony often used law to preserve a particular religious order. The five-shilling fine was not enormous, but it was meaningful enough to signal that Christmas observance was legally disfavored.The law remained part of a broader colonial effort to regulate conduct that officials believed threatened communal discipline. Over time, attitudes toward Christmas changed, especially as New England became more religiously diverse and less strictly Puritan. The episode stands as a reminder that American legal history includes not only the expansion of rights, but also earlier moments when law was used to suppress customs now considered ordinary.The legal industry added 2,400 jobs in April, bringing total sector employment to about 1.24 million, according to seasonally adjusted data from the U.S. Bureau of Labor Statistics. That was a rebound from a small decline in March and placed legal employment slightly above both March and February levels. Compared with the same time last year, the sector had 20,800 more jobs. The legal sector numbers include lawyers, paralegals, and other legal-related professional roles.The rebound follows a long stretch of legal industry growth that was interrupted by March's dip. Two major firms recently announced job cuts: McDermott Will & Schulte is trimming a small number of associates, while Allen Overy Shearman Sterling is reducing roles in its business services team. Across the broader U.S. economy, employers added 115,000 jobs in April, while the unemployment rate stayed at 4.3%.Legal Industry Bounces Back, Gaining 2,400 Jobs In April - Law360Virginia's Supreme Court struck down a Democratic-backed congressional map that had been designed to improve the party's chances in four Republican-held U.S. House districts. The court ruled 4-3 that Democratic lawmakers failed to follow the proper process when they moved quickly to put the redistricting plan before voters. The map had been approved by voters in an April special election, but Republicans challenged the measure, arguing that the required intervening election had not properly occurred before the second legislative approval. The court's majority agreed, emphasizing that more than 1.3 million early votes had already been cast by the time lawmakers first approved the proposed constitutional amendment.Democrats criticized the ruling as overriding the will of voters, while Republicans celebrated it as a major win ahead of the midterm elections. Virginia Democrats said they would seek emergency review from the U.S. Supreme Court. The ruling could make it harder for Democrats to regain control of the U.S. House, where Republicans hold a very narrow majority. The dispute is part of a broader national fight over mid-cycle redistricting, with both parties seeking favorable maps before the November elections. Republican-led states in the South are pursuing their own redistricting efforts after a recent U.S. Supreme Court decision weakened a key part of the Voting Rights Act. Election analyst Kyle Kondik said the Virginia ruling improves Republican odds, though broader political conditions could still affect the outcome in November.Virginia court tosses Democratic map, dealing major blow to party's midterm hopes | ReutersInstructure, the company behind the Canvas learning management platform, is facing at least seven proposed class actions after disclosing unauthorized activity in its system. Canvas is widely used by schools and universities to manage coursework, grades, assignments, and communications. Instructure first announced the incident on May 1, then later reported more unauthorized activity connected to the same breach and temporarily took Canvas offline. The company has since restored much of the platform, but its Free-for-Teacher accounts remain disabled because Instructure believes a vulnerability there may have been exploited.The lawsuits, filed in Utah and New York federal courts, accuse Instructure of failing to adequately protect personal information belonging to students, teachers, and staff. The data allegedly at risk includes names, email addresses, student ID numbers, private messages, enrolled courses, and confidential communications with teachers. The complaints say the hacking group ShinyHunters claimed to have accessed information tied to more than 275 million users.Plaintiffs argue Instructure should have used stronger safeguards, including better encryption, access controls, employee training, monitoring, and protocols for handling sensitive data. They also claim affected users now face loss of control over their information and a heightened risk of identity theft. One New York plaintiff also sued KKR, which acquired Instructure in 2024, and argued the breach was foreseeable in light of earlier major attacks on education software companies. Instructure has said it is investigating, communicating with affected customers, and strengthening protections around access, permissions, token management, monitoring, and related workflows.EdTech Platform Canvas Accused Of Lax Security After Breach - Law360The Trump administration appealed a U.S. Court of International Trade ruling that rejected its use of a 1970s trade law to impose a 10% global tariff. The court ruled 2-1 that Section 122 of the Trade Act of 1974 was not designed to address trade deficits caused by the United States importing more goods than it exports. The decision only blocked the tariffs as applied to the three plaintiffs who sued: two small businesses and the state of Washington. Even though the tariffs were temporary and set to expire in July unless Congress extended them, the ruling marked another legal setback for the administration's broader tariff agenda.The case followed a separate Supreme Court decision that invalidated earlier Trump tariffs imposed under the International Emergency Economic Powers Act. After that loss, the administration turned to Section 122 as a replacement authority for a 10% import tariff. President Trump criticized the trade court's ruling, while U.S. Trade Representative Jamieson Greer said the administration expected to win on appeal. The dispute could lead to another major fight over tariff refunds, potentially involving billions of dollars. The timing is also significant because the ruling came shortly before Trump was scheduled to meet Chinese President Xi Jinping to discuss trade tensions.The administration is separately pursuing broader tariffs under Section 301 of the Trade Act, which addresses unfair trade practices and has survived past legal challenges.Trump administration appeals latest court loss on tariffs | Reuters This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

In this episode, Scott Becker discusses the sharp market rebound, rising oil prices, President Trump's rejection of Iran's negotiation response, Intel's massive year-to-date surge, and the continued challenges facing private equity stocks like KKR.

In this episode, Sam Nicols returns to The Business of Cycling to break down one of the most consequential — and arguably under-reported — stories in the industry right now: the unraveling of Accell. Sam, who serves on the board of Propain Bikes and previously led YT Industries through the post-COVID downturn, brings a rare combination of operator experience and acquisition insight to the conversation.We trace Accell's path from a steady, publicly-traded European conglomerate of brands like Haibike, Raleigh, and Lapierre, to its 2022 take-private deal by KKR at a $1.4 billion valuation — closed at the absolute peak of the post-COVID cycling boom. From there, we unpack the perfect storm that followed: collapsing demand in the entry-to-mid segment where Accell was strongest, the Babboe cargo bike recall, a hollowing-out of the middle of the market, and the brutal mechanics of a leveraged buyout when revenue drops 40%.We also get into KKR walking away from roughly $1.1 billion in equity earlier this year, what restructuring is underway, and what it would actually take for Accell to find stable ground again. A candid, sober look at how a company can go from looking like the perfect investment target to a cautionary tale in less than three years.Read the latest 'The Business of Cycling' BlogSign up for 'The Business of Cycling' Newsletter

In this episode of the show, Binksy and Stu celebrate the Top Order's 500th episode before discussing the week that was in IPL 2026 and evaluate the Black Caps' Test squad for the upcoming tour to Ireland and England, plus a bit of England Cricket chat as well. We start the show by raising the bat to 500 episode for The Top Order Podcast. It's been a fun journey filled with plenty of highlights, so the boys share a few before moving on to the cricket once again. As the conversation turns to IPL 2026, we discuss a week which saw the majority of the higher-ranked sides stumble, while the Gujarat Titans, Kolkata Knight Riders and Chennai Super Kings took advantage and moved up the ladder. For GT, Shubman Gill and Sai Sudharsan are easy to praise, but it's Rashid Khan who we put in the spotlight for his impressive contributions and craft. Binksy then asks whether Stu believes in the Sunrisers yet, whereas Stu's trying to figure out why the Punjab Kings are dropping so many catches - and also basking in the glory of Finn Allen's hundred for KKR. In the second half of the show, the guys discuss the newly announced 19-player Black Caps Test squad to tour the UK and Ireland. What did they get right in the draft last week? And are there any surprises? There's praise for the seam bowling attack despite the absence of Jacob Duffy, with Matt Henry, Will O'Rourke, Kyle Jamieson, Nathan Smith and co. all in line to feature. On the England side of things, a new selector has (sort of) been announced, and Binksy outlines potential changes from The Ashes that could open the door for a return for Ollie Robinson and a fresh face in the batting line up. We'll be back in your feed again soon with more cricket news, including the charge to the IPL finals and the Black Caps' tour to England. Until then please take the time to give us a like, follow, share or subscribe on all our channels (@toporderpod on Twitter & Facebook, and @thetoporderpodcast on Instagram & YouTube) and a (5-Star!) review at your favourite podcast provider, or tell a friend to download. It really helps others find the show and is the best thing you can do to support us. You can also find all our written content, including our Hall of Fame series, at our website. You can also dip back into our guest episodes - including conversations with Mike Hesson, Shane Bond and Mike Hussey, current players such as Matt Henry, Sophie Devine and Ish Sodhi, coaches Gary Stead, Jeetan Patel and Luke Wright, as well as Barry Richards, Frankie Mackay, Bharat Sundaresan and many more fascinating people from all across the cricketing world. And if you'd like to reach out to us with feedback, questions or guest suggestions, get in touch at thetoporderpodcast@gmail.com. Thanks for listening. 0:00 Intro 1:30 500 episodes for the Top Order 6:20 IPL 2026: GT's charge into the Top 4 11:25 Is it time to believe in SRH? 15:00 Why can't the Punjab Kings catch? 20:15 Finn Allen stars for KKR, but is it too late? 24:30 CSK holding on 28:35 Black Caps Test squad announced 39:25 Changes for England? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Special Edition: The Future of MLS Next Pro Jason is on the road to Pawtucket, Rhode Island for a live Morning Kick Around at Centreville Bank Stadium — so rather than leave you hanging, he's crossing the streams. This episode features the full Morning Kick Around interview with Eben Novy-Williams, deputy editor at Sportico, on KKR's blockbuster investment in MLS Next Pro through the newly formed Hometown Soccer Holdings. Jason and co-host Rob Kerr dig into what it all means for the soccer wars, lower-division soccer in America, MLS valuations, the Vancouver Whitecaps crisis, and what the World Cup might — or might not — do for the game's long-term trajectory. TIMESTAMPS: [0:00:28] — Welcome & road trip intro: Jason heads to Pawtucket for Morning Kick Around live at Centreville Bank Stadium, Rhode Island FC vs. Tampa Bay Rowdies, May 9th [0:01:02] — Check out Morning Kick Around on YouTube: youtube.com/@MorningKickAround [0:03:35] — Support the show at patreon.com/thebestsoccershow — World Cup content incoming for Besties, plus Wednesday office hours and the Bestie Slack [0:05:00] — Interview begins: Eben Novy-Williams, deputy editor at Sportico, joins Jason and Rob Kerr [0:05:46] — Why KKR? MLS launched Next Pro in 2022 with a minor league baseball vision — teams in non-MLS cities building a full pyramid. Four years in, most clubs treated it as a sunk cost, not a business. KKR changes that calculus. [0:07:12] — The moat strategy: MLS wants to control the entire pro soccer pyramid in the U.S. — and this deal widens the moat against USL considerably. [0:09:03] — KKR's timeline is likely five years. They want to build the commercial structure, prove the concept, grow the league, then find a successor. From MLS's side, this is Next Pro 2.0. [0:11:25] — The real estate angle: soccer stadium investment in mid-sized cities is as much about surrounding land development as the sport itself — just like minor league baseball. [0:19:33] — A quiet rule change: US Soccer dropped the required controlling ownership stake from 35% to 15%, opening the door to bigger consortiums and more institutional investment across all pro divisions. [0:22:18] — World Cup reality check: hotel bookings are flat, the ticketing process has been a mess, and once the tournament ends, MLS loses its biggest sales pitch. What does the league look like in the rearview mirror? [0:25:44] — Valuation tension: every MLS team is roughly in the top 50 most valuable soccer clubs globally. No pro/rel and a salary cap create cost certainty investors love — but fans see a ceiling on quality. [0:27:00] — The two-tier ownership problem: some owners paid under a million dollars for their clubs. New owners paid $500M. Those groups see the league's future very differently. [0:28:00] — Grant Gustafson and the Vancouver situation: Eben confirms the Gustafson family (Public Storage heirs, Kentucky thoroughbred farm) are the main Vegas-connected group in talks. Phoenix and Indianapolis also mentioned as relocation candidates. [0:34:45] — Find Eben's work at sportico.com and on X at @Novi_Williams Support the Show Join the Bestie community at patreon.com/thebestsoccershow for Wednesday office hours with Jason, bonus podcast feeds, World Cup content, and the Bestie Slack. Or just share the show with a friend — it all helps. Learn more about your ad choices. Visit megaphone.fm/adchoices

Every single scenario for the future that looks at a cleaner energy system has electrification growing to 60, 70, 80% or more, and yet we don't make rapid progress. Why? One of the reasons we don't make progress lies in narratives and culture wars. We hear about heat pumps that don't work, we hear about electric vehicles that don't work, we hear that electrification can't work for high temperature heat and so on, and then we hear a narrative that there is a false solution that will work much better: hydrogen.  So how do we electrify things faster? By focussing on what we can do right now, commercially at scale, and removing the barriers that slow those sectors down.  Presenting the Electrification Staircase, a tool that breaks down the “Electrify Everything” argument into what can be achieved now, what will be in the near future, and what needs more support to come into being by the middle of the century.  This week on Cleaning Up, Michael is joined by the authors of the Electrification Staircase to explore their thinking behind it, how it can be used, and what can be done to get electrification moving even faster.  The authors are Adrian Hiel, Director of the Electrification Alliance, Silvia Madeddu, Solutions Architect at Schneider Electric, William Drake, analyst at Liebreich Associates and Thomas Butler, associate at the Regulatory Assistance Project, as well as Michael Liebreich.  Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: The Electrification Staircase: https://electrification-alliance.eu/articles/the-electrification-staircase-is-out/ The Electrification Staircase Appendix: https://drive.google.com/file/d/1qfn6xR7g7dXSZTlfkxcpOa8Pp0WKj7BW/view?usp=sharing The Electrification Alliance: https://electrification-alliance.eu/ Regulatory Assistance Project: https://www.raponline.org/ Sylvia Madeddu's Past appearance on Cleanig Up: https://perspectives.se.com/youtube-sustainability-business-schneider-electric/ep103-dr-silvia-madeddu-industrial-heat-is-electrifying

In this inspiring episode, host Ashish Kothari sits down with Meghan French Dunbar, a "business anthropologist," entrepreneur, and author of This Isn't Working. Meghan shares her powerful "metamorphosis" journey—from a high-achieving CEO burnt out by age 34 to a leader who centers flourishing as the primary driver of success. They explore why the current model of leadership is fundamentally broken and how shifting the focus from productivity to the "quality of being" can transform organizational performance. This episode is a roadmap for leaders and high achievers who want to achieve high impact without destroying their well-being in the process.Main Topics CoveredThe Flourishing Transformation: Why replacing traditional markers of success with "flourishing" improves quality of work and life.The "Messy Middle": Meghan's personal story of losing her identity during the pandemic and finding a new version of herself beyond achievement.The Opportunity Company Model: A deep dive into Torani, a company achieving 20% annual growth for 34 years by prioritizing people over profits.The Immorality of "Market Rate": Why paying a living wage is a baseline requirement for a high-performance, ethical culture.Autonomy and Dignity: How treating employees like "valuable adults" rather than toddlers unlocks massive discretionary effort and joy.Quality of Life as a Metric: Lessons from Sharon Rowe and Erin Wade on building businesses that support an "ideal life."Mainstreaming Conscious Business: How even giant firms like KKR are moving toward employee ownership models.Key TakeawaysLeading Indicators vs. Lagging Indicators: Financial performance is a lagging indicator; the growth, resilience, and well-being of your people are the true leading indicators.The Financial Cost of Insecurity: Distraction from financial stress reduces productivity by an average of seven hours per week.Schedule Joy: Joy isn't a byproduct of success; it's a prerequisite. If joy isn't on your calendar (like surfing or dancing), it likely won't happen.Define "Enough": Breaking the internalized narrative of "more for the sake of more" allows you to maximize time for what truly matters.The Ideal Life Statement: Draft a clear vision of your priorities to act as a shield against ego-driven overachievement.Episode Chapters0:00 - 3:50 Introduction and the Conscious Capitalism Movement in Boulder3:51 - 6:20 Flourishing: Replacing "Quantity of Doing" with "Quality of Being"6:21 - 10:11 The Bob Chapman Philosophy: Measuring Success in Lives Touched10:12 - 15:20 Meghan's Story: From High-Achiever Burnout to the "Messy Middle"15:21 - 18:55 The Framework: Purpose, Expansion, and Quality of Life18:56 - 23:03 Why Meaning at Work is Essential for Flourishing in Life23:04 - 27:40 Case Study: How Torani Achieved Billion-Dollar Growth27:41 - 31:26 Autonomy: The Antidote to Disenfranchisement31:27 - 37:45 Financial Resilience: Redoing Compensation Structures37:46 - 43:11 Quality of Life: Choosing Greatness Over Size43:12 - 48:36 The Evergreen Model: Moving Beyond Corrupted Venture Capital48:37 - 52:45 Micro-Action 1: Identifying and Scheduling Joy52:46 - 55:36 Micro-Action 2: Defining Your "Enough" Number55:37 - 58:19 Micro-Action 3: Drafting Your Ideal Life StatementConnect with the GuestConnect with Meghan French DunbarBook: This Isn't Workinghttps://bookshop.org/a/2344/9781541704862Substack: What's Workinghttps://meghanfrenchdunbar.substack.com/Podcast: Better Than Thishttps://www.meghanfrenchdunbar.com/podcastPersonal Website:https://www.meghanfrenchdunbar.comConnect with the HostHappiness Squad Website: https://happinesssquad.com/Ashish Kothari: https://www.linkedin.com/in/ashishkothari1/LinkedIn: https://www.linkedin.com/happiness-squadFacebook: https://www.facebook.com/myhappinesssquad/Instagram: https://www.instagram.com/myhappinesssquadCall to Action: Is your current leadership model working? Follow The Flourishing Edge, like this episode, and share it with a fellow overachiever who is ready to step off the hamster wheel and start flourishing.

Scott and Eben discuss Sportico's latest WNBA valuations, led by the Golden State Valkyries at $850 million. They talk about the economics of the league, its unique cap table structure, and the rapid growth it has seen. They also talk about a new KKR investment into MLS's development league, the ongoing sale of the Vancouver Whitecaps, and LIV Golf's uncertain future. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Scott Becker examines how Blackstone and KKR are evolving into fee-driven giants with massive inflows and diversified revenue streams, while lower and middle market private equity firms remain heavily dependent on deal exits for returns.

The Philadelphia Union and Nashville SC played to a 0–0 draw on Saturday night at Subaru Park, leaving the Union still searching for their first home win this season. The Union created plenty of chances, with shots hitting the post, Brian Schwake denying them four times, and Jovan Lukić missing a golden one-on-one opportunity. With the draw, the Union have now gone undefeated in four of their last five games and remain in last place in the Eastern Conference. Todd and José discuss the latest news, including MLS and KKR, a leading global investment firm, announcing a strategic investment to accelerate the growth of MLS NEXT Pro. They also share their thoughts on the match against Nashville, with topics including Frankie Westfield and Cavan Sullivan's performances, Sullivan being subbed off, Geiner Martínez coming on for an injured Japhet Sery, and whether there have been enough positive signs for the Union to turn the season around. News: MLS and KKR, a leading global investment firm, announce a strategic investment to accelerate the growth of MLS NEXT Pro: [3:35] Philadelphia Union v Nashville: Union create multiple chances, unable to score: [16:13] Union haven't conceded in four out of last five games in the first half: [35:25] Geiner Martínez comes on for an injured Japhet Sery: [44:54] Frankie Westfield and Cavan Sullivan's performances: [49:56] Cavan Sullivan subbed off: [1:03:15] Enough positive signs to show there will be a turnaround: [1:17:26]   Social Media: Twitter: @FreeKickPod Instagram: @FreeKickPod Facebook: @FreeKickPod YouTube: The Free Kick https://thefreekick.substack.com/   Jose's Social Media: Twitter: @JoserNunez91 https://nunezj.substack.com/ Ian Glavinovich interview

On April 30, 2026, CRH plc (NYSE: CRH) announced a $700 million agreement to acquire Axius Water from KKR and XPV Water Partners - instantly making the Irish-American building materials giant one of the largest water infrastructure players in North America. If CRH acquires Axius, what's next?Most investors missed it, so I thought I'd decode it! Here are the 10 things you need to see.So you got it, CRH acquires Axius. Here's the deal in 30 seconds: • Buyer: CRH plc - a $77B market cap building materials company most water investors don't track • Target: Axius Water - a wastewater treatment platform built by KKR and XPV Water Partners through a multi-year roll-up • Price: $700M (reported) • Sellers: KKR (Global Impact Fund) and XPV Water Partners • Strategic logic: bolts wastewater treatment onto CRH's existing water infrastructure portfolio (Hydro International, Oldcastle Infrastructure) What's actually new here - and why it matters for water investors: 00:00 - On your Bingo Card? 02:30 #1: The Cast07:35 #2: The Substance11:40 #3: The Number16:23 #4: The Timing20:54 #5: The Macro Reality24:40 #6: The Credibility28:26 #7: Inside the Platform32:28 #8: The Synergy Story35:17 #9: The Risks39:58 #10: The Sector Signal

In this episode, Scott Becker examines how Blackstone and KKR are evolving into fee-driven giants with massive inflows and diversified revenue streams, while lower and middle market private equity firms remain heavily dependent on deal exits for returns.

In this week's episode of WSJ's Take On the Week, co-hosts Telis Demos and Miriam Gottfried examine the shifting power dynamics at the Federal Reserve as Kevin Warsh's chair nomination moves toward confirmation. Then, they break down some of the biggest earnings reports from this week, including private markets giants Apollo Management, KKR, and Sixth Street Specialty Lending. Plus, they look ahead to Disney and McDonald's earnings, and talk about how these companies are keeping up with consumers.  Josh Brown, CEO of Ritholtz Wealth Management and co-host of The Compound and Friends podcast, explains his "HALO" framework—Heavy Assets, Low Obsolescence—and why the era of "capital light" software dominance is facing an existential threat from AI. Brown details why physical incumbents like Caterpillar, McDonalds, and Walmart are emerging as the preferred AI trades, as investors seek refuge in companies with physical moats that cannot be replicated by large language models.  This is WSJ's Take On the Week where co-hosts Telis Demos, Heard on the Street's banking and money columnist, and Miriam Gottfried, WSJ's investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Wall Street's Latest Bet Is on ‘HALO' Companies With AI Immunity Wall Street Is Sorting Software Companies Into Winners and Losers Traders Now See Rate Hike as More Likely Than Rate Cut This Year  Senate Banking Committee Advances Kevin Warsh to be Next Fed Chair  Powell to Remain on Fed Board, Citing Legal Pressure From Trump Private-Credit Warning Signs Flash After Blue Owl Unloads $1.4 Billion in Assets An Exodus of Money Endangers Wall Street's Private-Credit Craze For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Miriam Gottfried here and Telis Demos here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason goes live on a Thursday night to cover two of the biggest stories in American soccer right now: the ongoing saga around the future of the Vancouver Whitecaps — including a wild "liar liar pants on fire" tweet from someone on Don Garber's account — and the breaking news that private equity giant KKR is investing in MLS Next Pro through a new entity called Hometown Soccer Holdings. He also reacts to comments from USMNT head coach Mauricio Pochettino about American soccer culture that are, let's just say, bothering him a little. Save the Caps: savethecaps.com Jason's Newsletter: Jason Davis Soccer Eagle (search it, sign up) Morning Kickaround "Stick to Football" podcast: The Overlap with Gary Neville — Pochettino interview Jeff Rueter's writeup of Pochettino's comments: The Guardian The Athletic reporting on the Whitecaps: Tom Bogert, Paul Tenorio, Jeff Carlisle Hometown Soccer Holdings / KKR x MLS Next Pro: mlssoccer.com / Business Wire Simon Evans' Soccer Business Newsletter — recommended by Jason for MLS Next Pro coverage Love the show? Want more Jason Davis in your life? Join the Best Soccer Show Patreon at patreon.com/thebestsoccershow and become a Bestie. Perks include:

US equity futures are modestly lower, Asian markets are mixed with weakness in Japan and Hong Kong, while European equities are also lower. Risk sentiment is under pressure amid renewed escalation in US-Iran tensions, with limited progress in negotiations and reports of potential military actions keeping markets on edge. Trump unsurprisingly rejected Tehran's latest offer, and reports US preparing a short but powerful series of strikes to break the deadlock. The surge in oil prices is driving higher yields and reinforcing inflation concerns, complicating the outlook for central bank policy. Investors are also focused on upcoming ECB and Bank of England decisions, with expectations for rates to remain unchanged but attention on signals around potential tightening as policymakers assess the impact of elevated energy prices.Companies mentioned: KKR & Co., Anthropic, NVIDIA

This week Cleaning Up is back in Brussels, with a deep dive into European energy policy as the continent grapples with the reality of ambitious climate targets, very high energy prices and the vulnerabilities of first Russia's attack on Ukraine, and Israel and the US's recent attack on Iran.  Michael Liebreich sits down with a rising star of the European Parliament, Thomas Pellerin-Carlin, for a timely conversation at the intersection of energy, geopolitics, and climate strategy. What begins as a discussion on EU energy policy quickly broadens into a much bigger conversation: a blueprint for Europe's survival in a volatile world. Thomas argues that the war in Ukraine is not just about territory, it's about Europe's future. And one of the main battlefields? Energy. The key to peace, he says, lies in breaking Russia's ability to turn oil and gas into power, through a global transition to clean energy. From the inner workings of EU policymaking to the struggle between fossil fuel interests and the Green Deal, this episode dives into: Why Europe must electrify for its own peace and security The political battles shaping the future of EVs, nuclear, and renewables Whether Europe can compete with China and the U.S. in clean tech The concept of an “electro-democracy” alliance Why energy independence may be the only path to freedom Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links and more: Thomas' Bio: https://www.europarl.europa.eu/meps/en/256903/THOMAS_PELLERIN-CARLIN/home The 130 Trillion-Dollar Man - Ep84: Mark Carney: https://www.youtube.com/watch?v=HtA5ufMzKAU The Dane who Harnessed the Wind - Ep139: Henrik Stiesdal: https://youtu.be/7rjuZ_aCsFQ  

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: What's significant about Uganda's national pension fund's effort to stand up a locally focused fund of funds; unraveling the controversy surrounding KKR's lucrative employee ownership exit from CoolIT; and, unpacking the failure of the impact advisory firm Align Impact.To try ImpactAlpha Edge yourself, ⁠click here⁠.For more on these stories:“Let KKR do its thing while we convert thousands more companies to 100% employee ownership,” by Aner Ben-Ami"With shared ownership, $4.8 billion sale of CoolIT gives workers a cut of AI-driven gains," by Roody Senatus"Better financing can make employee ownership a game-changer for workers," by Antony Bugg Levine“Pension fund in Uganda readies a $100 million fund of funds to create jobs – and savers,” by Lucy Ngige“After 12 years, advisory firm Align Impact to shut down at the end of the month,” by David Bank

What happens when global energy supply chains can no longer be trusted? Has the U.S. given up its edge in the clean energy race to China? And can politics keep up with the speed of the energy transition and the rise of AI? This week on Cleaning Up, Michael Liebreich sits down with former U.S. Energy Secretary Jennifer Granholm for a wide-ranging conversation on the future of global energy, politics, and clean technology. They explore how geopolitical tensions, from disruptions in the Strait of Hormuz to shifting alliances, are reshaping global energy markets and accelerating the move away from fossil fuels. Granholm offers an insider's perspective on the impact of U.S. policy decisions under both Joe Biden and Donald Trump, including the rise, and partial dismantling, of the Inflation Reduction Act and what that means for US clean energy investment, manufacturing, and competitiveness. The discussion dives into the growing divide between ‘petrostate; U.S. and ‘electrostate' China, the global race for dominance in electric vehicles and battery storage (with companies like BYD leading the charge), and the unintended consequences of tariffs and industrial policy. Looking ahead, Granholm reflects on lessons learned from her time in office, what a future Democratic administration might do differently, and the political and economic challenges shaping the road to the next presidential election 2028: inflation, energy affordability, and the disruptive impact of AI on jobs. Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links and more: What Democrats Can Learn From the Trump Energy Playbook: https://www.bloomberg.com/news/articles/2026-01-26/jennifer-granholm-democrats-should-use-trump-playbook-for-climate For Real Energy Dominance, We Need the IRA: https://heatmap.news/ideas/energy-dominance-ira-granholm Can Data Centres Play Nice With The Grid? Varun Sivaram & Steve Smith: https://www.youtube.com/watch?v=4kSrgRZUCwE ⁠The Future of Clean Tech Under Trump — Ep198: Jigar Shah: https://youtu.be/PCOaF-qQ_TU Why Renewables Are Booming Despite the Politics | Ep245: Miguel Stilwell d'Andrade: https://youtu.be/5oL_XlZ8k_M How the US Lost The Race for Clean Energy | Ep 219: Ethan Zindler https://www.youtube.com/watch?v=YQLkLXt9Uek 

Stephanie Aliaga of JPMorgan Asset Management joins on set to assess the market backdrop and where opportunities remain. Interactive Brokers Chairman Thomas Peterffy reacts to earnings and discusses trading trends and investor activity. United Airlines and Capital One reports add further insight into travel demand and consumer health. Henry McVey of KKR steps back to frame the big picture for markets and global investing. Plus, SpaceX's analyst day as it prepares for a monster IPO. Chad Anderson of Space Capital explains what it reveals about the future of the space economy and investment opportunities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Scott Becker highlights sharp year to date declines across major firms like Blackstone, KKR, Apollo Global Management, and Ares Management.