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William Green chats with Jim Grant, famed editor of Grant's Interest Rate Observer. Here, Jim warns that a major market top is forming as exuberance inflates stocks, Bitcoin, and gold. He says it echoes past bubbles and urges extreme caution. IN THIS EPISODE YOU'LL LEARN: 00:00:00 Intro 00:10:40 Why Jim Grant is fiercely skeptical about Bitcoin. 00:19:25 Why you should be wary of all the hype about Private Equity. 00:35:50 Why Jim expects the AI boom to end in “a panic & a crash.” 00:44:13 Why even the shrewdest speculators never know when it's time to sell. 00:49:50 What the Federal Reserve is likely to do with interest rates. 00:57:53 Why the dollar seems poised to continue losing value. 01:04:28 Why inflation will persist, fueled by perennial flaws in human nature. 01:09:50 Why Jim loves gold but is starting to worry about its meteoric rise. 01:19:01 Why he owns some bonds, despite his grim prognosis for this asset class. 01:23:39 How bull markets attract sleazy salesmen & bear markets clear them away. 01:25:56 What inspired him to write a new book about two 18th-century heroes. 01:59:34 How studying history helps him appreciate some benefits of modern life. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Inquire about William Green's Richer, Wiser, Happier Masterclass. Jim Grant's website for Grant's Interest Rate Observer. Subscribe to Almost Daily Grant's, a free (almost) daily commentary on financial markets. Check out Grant's Current Yield Podcast, which is co-hosted by Jim & his colleague Evan Lorenz. Emanuel Derman's book, My Life as a Quant. James Grant's book, Bernard M. Baruch: The Adventures of a Wall Street Legend. Jim Grant's book, Friends until the End. William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions Kubera reMarkable Onramp Netsuite Shopify Vanta Public.com Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Ready to approach retirement with clarity and confidence? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase discuss how private equity, 401(k) plan developments, and evolving retirement planning trends are shaping today's investing landscape—helping listeners stay informed and intentional about their long-term financial goals. • Explore how private equity is being considered for inclusion in 401(k) plans, what this potential change could mean for plan sponsors, participants, and the broader retirement system, and understand how it differs from related categories like private credit and private infrastructure—including key factors to consider when evaluating these alternative investments. • Hear Wes and Christa respond to listener questions about teaching financial values, communicating about family wealth, and encouraging healthy money discussions at home. • Discuss the Financial Independence, Retire Early (FIRE) movement, and how reaching certain savings milestones—such as $1 million—can offer flexibility without guaranteeing financial independence or early retirement. • Consider the reasoning behind more conservative portfolio allocations being discussed in today's market and how they may relate to broader investment risk and retirement planning themes. • Review how private equity funds may be structured within 401(k) plans, including their potential advantages, limitations, and regulatory considerations. • Compare Roth and traditional 401(k) options as Wes and Christa emphasize how employers can foster education and awareness—without directing individual investment decisions. • Learn how inherited IRAs and 401(k)s, along with community property laws, can affect Required Minimum Distributions (RMDs) and estate planning outcomes. • Examine how covered call ETFs may function within a diversified portfolio, including the potential trade-offs between income generation and growth opportunities. This episode offers thoughtful discussions to help listeners stay educated about current financial topics without making predictions or recommendations. **Listen and subscribe to the **Retire Sooner Podcast for ongoing educational conversations that promote understanding, balance, and informed decision-making in your retirement planning journey. Learn more about your ad choices. Visit megaphone.fm/adchoices
#642 Ever wondered how a high school side hustle could turn into a six-figure business acquisition? In this episode, host Kirsten Tyrrel talks with Joseph Lambert, founder of a junk removal company he started at just 17 that grew fast enough to sell to a private equity firm. Joseph shares how he scaled from mowing lawns to managing a 30-person team, what it was like selling the business while still in his early twenties, and the lessons he's learned about leadership, pricing, and purpose along the way. His story proves that grit, integrity, and simple execution can lead to extraordinary success — even in the unglamorous world of trash! What we discuss with Joseph: + Starting a junk removal company at 17 + Turning early jobs into an entrepreneurial mindset + Building a team and scaling operations + Selling to a private equity group + Leading with integrity and mentorship + Hiring strategies that attract great talent + Marketing that actually works in local service businesses + The balance between data and instinct in decision-making + Lessons learned from running — and selling — a business before 25 Thank you, Joseph! Check out Joseph's Junk Removal at JosephsJunkRemoval.com. Follow Joseph on LinkedIn. Watch the video podcast of this episode! To get access to our FREE Business Training course go to MillionaireUniversity.com/training. And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices
Michelle is the Founder and Managing Partner of Clearhaven Partners, which she founded in 2019 to build a private equity firm grounded in focus and shared values. She sets the firm's strategy and direction and chairs Clearhaven's Investment Committee. Under her leadership, Clearhaven manages more than $1 billion in AUM across multiple funds, investing in growth-oriented software and technology businesses. Michelle is responsible for firm leadership, investment origination, execution, and portfolio management. Prior to founding Clearhaven, Michelle was a member of the investment teams at Thoma Bravo and Riverside Partners; at Riverside she served as a General Partner and member of the Investment Committee. She began her career in investment banking at Morgan Stanley. Michelle holds an MBA, with distinction, from Harvard Business School and a BBA, magna cum laude, from the University of Notre Dame. She also studied at l'Université Catholique de l'Ouest in Angers, France, and taught at Erakommertzkolledz in Tallinn, Estonia. Michelle has been recognized by The Wall Street Journalas one of private equity's most influential women and by Buyouts as one of ten “Rock Stars of Private Equity's Future.” She serves on the Advisory Board of 51 Vets. Michelle lives in the Greater Boston area with her husband, two children, and their golden retriever. Michelle is a Christian, a music lover, and a proud alumna of the St. Charles, Illinois state champion dance team (go Saints!). She's also a novice fly fisher, having recently discovered an unexpected passion for the sport.
What happens when your industry is suddenly transformed by private equity and automation? How does an association respond when traditional revenue streams like trade shows are no longer viable?In this episode of Associations Thrive, host Joanna Pineda interviews David Murillo, CEO of Compass Management Solutions and Executive Director of the Western Carwash Association (WCA). David discusses:How Compass Management Solutions serves nearly a dozen associations with full-scale and à la carte management services.The transformation of the car wash industry from mom-and-pop operations to private equity-owned express models.How the Western Carwash Association (WCA) represents 900–1,000 car wash locations across 12 Western states.Why members join WCA today, especially for advocacy in highly regulated states like California and Arizona.The decision to integrate WCA's once-thriving trade show into The Car Wash Show and how they planned for the post-trade show future.How WCA doubled down on regional advocacy and launched targeted education for underserved segments like self-serve and in-bay automatic operators.WCA's recent rebrand to “Wash, Connect, Achieve” to reflect a more national and values-driven identity.Compass Management's internal framework of “Superior Experience Engineering,” which emphasizes empathy and intentionality in everything from board meetings to signage at events.David's approach to cultivating association talent, including hiring for leadership traits and supporting professional development and volunteer engagement.His experience as a DELP scholar and the profound impact it's had on his leadership journey and network.References:Compass Management Solutions WebsiteWCA WebsiteThe Car Wash Show
John sits down with Harmony Brownwood, CEO & founder of GreenWorks Inspections & Engineering, to unpack how she grew from zero connections in 2009 to one of the largest independently owned inspection companies in the U.S.—now operating across six states with 11 locations, 2,500–3,000 services a month, and a runway from ~$15M toward $20M in annual revenue. Harmony shares the mindset work that kept her going for 16 months without a sale, the systems that let her scale beyond herself, and why “happy clients + happy team” is the non-negotiable core KPI.They get into how GreenWorks blends home inspections, structural engineering, and environmental services; why market flatness forces true market-share plays; and the playbook for entering new states by leading with engineering/environmental before residential inspections. You'll hear how she measures client experience (NPS, “happy calls,” QC + AI on 80k+ reports), builds SOPs that actually stick, and keeps standards sky-high while still being beloved by realtors, investors, and homeowners.If you want a concrete blueprint for scaling a people-powered, service-heavy org—without PE money, franchising, or letting quality slip—this one's for you.
Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 1860 OYSTER STANDS NYC
Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 1868 PUBLISHER ROW
SHOW 10-21-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1885 NYSE THE SHOW BEGINS IN THE DOUBTS ABOUT THE MARKET ON A BULL RUN... FIRST HOUR 9-915 Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 915-930 Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 930-945 Gaza Ceasefire and Regional Instability in the Middle East Jonathan Schanzer, Foundation for Defense of Democracies, with John Batchelor Schanzer analyzes the Gaza ceasefire, noting Hamas is deliberately slow-rolling the return of bodies to maintain leverage. New regional tensions are rising, including reports of Egypt moving aggressive offensive weapons into the Sinai and Turkey calling for a pan-Islamic offensive against Israel. Schanzer notes that internal power struggles between tribes and a weakening Hamas could lead to political fragmentation in Gaza. 945-1000 Gaza Ceasefire and Regional Instability in the Middle East Jonathan Schanzer, Foundation for Defense of Democracies, with John Batchelor Schanzer analyzes the Gaza ceasefire, noting Hamas is deliberately slow-rolling the return of bodies to maintain leverage. New regional tensions are rising, including reports of Egypt moving aggressive offensive weapons into the Sinai and Turkey calling for a pan-Islamic offensive against Israel. Schanzer notes that internal power struggles between tribes and a weakening Hamas could lead to political fragmentation in Gaza. SECOND HOUR 10-1015 Macron's Political Crisis and the Rise of the National Rally Joseph Sternberg, Wall Street Journal, with John Batchelor Sternberg explains that President Macron's political turmoil stems from his determination to avoid new elections, fearing defeat by Marine Le Pen's National Rally. Macron's reform agenda failed because he was perceived as an urban elite disconnected from voters and lacked a cohesive free-market vision. Sternberg also addresses Prince Andrew, noting his lack of accountability regarding his friendship with Jeffrey Epstein makes him a permanent liability for the monarchy. 1015-1030 Macron's Political Crisis and the Rise of the National Rally Joseph Sternberg, Wall Street Journal, with John Batchelor Sternberg explains that President Macron's political turmoil stems from his determination to avoid new elections, fearing defeat by Marine Le Pen's National Rally. Macron's reform agenda failed because he was perceived as an urban elite disconnected from voters and lacked a cohesive free-market vision. Sternberg also addresses Prince Andrew, noting his lack of accountability regarding his friendship with Jeffrey Epstein makes him a permanent liability for the monarchy. 1030-1045 The Financial Flow: China's Role in Fentanyl Money Laundering Josh Birenbaum, Foundation for Defense of Democracies, with John Batchelor Birenbaum discusses China's deep involvement in the fentanyl crisis, supplying precursor chemicals and dominating money laundering for Mexican cartels. Chinese money laundering gangs convert cartel dollars into RMB via a triangle system, catering to Chinese nationals who need US dollars outside of China's capital controls. Birenbaum suggests tracking dollars moving within the US and requiring proof of source of wealth for large purchases to disrupt this finance loop. 1045-1100 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. THIRD HOUR 1100-1115 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1115-1130 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1130-1145 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1145-1200 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. FOURTH HOUR 12-1215 1215-1230 1230-1245 Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky. 1245-100 AM Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky.
Veteran attorney Dennis Hursh discusses his article "Private practice employment agreements: What happens if private equity swoops in?" In this episode, Dennis explains how private equity acquisitions of medical practices complicate the traditional path for employed physicians who expect eventual ownership. He highlights risks such as working years at below-median pay without ever reaching partnership and inheriting underpaying contracts after a sale. Dennis also offers strategies for physicians to negotiate protections, including provisions for equity-equivalent bonuses or safeguards in case of a private equity takeover. He emphasizes that while some private equity firms bring resources and technology, others impose profit-driven pressures that can erode job satisfaction. Listeners gain actionable insights into safeguarding their career paths and financial futures in the evolving private practice landscape. Our presenting sponsor is Microsoft Dragon Copilot. Microsoft Dragon Copilot, your AI assistant for clinical workflow, is transforming how clinicians work. Now you can streamline and customize documentation, surface information right at the point of care, and automate tasks with just a click. Part of Microsoft Cloud for Healthcare, Dragon Copilot offers an extensible AI workspace and a single, integrated platform to help unlock new levels of efficiency. Plus, it's backed by a proven track record and decades of clinical expertise, and it's built on a foundation of trust. It's time to ease your administrative burdens and stay focused on what matters most with Dragon Copilot, your AI assistant for clinical workflow. VISIT SPONSOR → https://aka.ms/kevinmd SUBSCRIBE TO THE PODCAST → https://www.kevinmd.com/podcast RECOMMENDED BY KEVINMD → https://www.kevinmd.com/recommended
In this episode of the Matt Kim podcast, Matt Kim and co-host Peter cover a multitude of riveting topics, from personal stories to global controversies. They kick off discussing Peter's surprising return and dispelling rumors about his absence. Matt shares his recent experience with his unconventional 'internet pastor' and how he stumbled upon him on TikTok. The hosts delve into the contrasting approaches within Christianity and question the value of traditional church rituals. In a deeply reflective segment, they discuss the efficiency and leadership qualities of historically successful female leaders. The conversation takes a dramatic turn as they explore the unsettling ties between the Department of Defense and private equity, raising concerns about potential conflicts of interest. The episode concludes with a light-hearted yet intense discussion on various bizarre global incidents, including a heist at the Louvre and the market strategies behind wars and healthcare systems. This episode navigates through humorous anecdotes and serious debates, delivering an engaging experience for the listeners.00:17 Peter's Return01:14 Internet Pastor Story10:05 Critique of Modern Churches17:03 Religion and Politics17:17 Happy Diwali from the White House19:58 America's Christian Foundation22:30 Japan's New Prime Minister25:07 Women in Leadership33:21 Anti-Establishment Murders39:57 Heist at the Louvre49:59 Private Equity and the Military58:42 Student Loan Forgiveness Debate01:01:49 Trans Issues and Public Perception====================================Support the show~Join the Free Thinker Army!https://www.patreon.com/c/freemattkim====================================The ONLY VPN that can't spy on you.https://vp.net/mattHang out here~!soj.ooO https://soj.ooo/Join this channel to get access to perks:https://www.youtube.com/channel/UC4rC0QxBD1eRPKMHIIpL0vA/joinDonate!https://www.mattkimpodcast.com/support/FREE THINKER ARMY DISCORD:https://discord.gg/2juHnR6DPzTELEGRAM EDIT ZONE:https://t.me/+IV-skn-OXyw1MTcxFollow Matt!Instagram: https://www.instagram.com/mattattack009/Twitter: https://twitter.com/FreeMattKimRumble: https://rumble.com/c/FreeMattKimTikTok: https://www.tiktok.com/@freemattkimFollow Peter on X:Twitter: https://x.com/AgilePeterBusiness Inquiries Please Email mattkimpodcast@protonmail.com
Selling your practice is one of the biggest decisions in your career. In this episode, Guest Shawna Chrisman, founder of Destination Aesthetics Medical Spa, shares her firsthand experience selling her practice, from strategic and emotional challenges to lessons learned. Tune in to discover how to build a compliant and sellable practice, evaluate private equity opportunities, and know when the timing—and the partner—are right for you. Whether you are planning for the future or just “asking for a friend,” this episode offers an inside look at the experience of selling a practice. Chapters00:00 Intro01:00 Banter03:00 Shawna Chrisman intro06:00 Shawna Chrisman background. 07:54 What can you tell us about Destination Aesthetics and AMP? 11:30 Did you ever expand beyond injectables when you were in your first brick and mortar? 12:54 What was your vision when you decided to sell your practice? 26:12 What can you tell us about how you are currently working with AMP? 16:57 Why did you decide to sell your practice and partner with a private equity backed company?22:35 Was making the decision of who to sell to the biggest professional decision you have made?23:37 What challenges did you encounter while selling?25:57 How do you think the aesthetic industry is changing?27:45 Access+28:24 Legal Takeaways30:08 OutroWatch full episodes of our podcast on our YouTube channel:https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
In this special edition of the Karma School of Business, Sean Mooney, Founder and CEO of BluWave, breaks down key findings from BluWave's Q3 2025 Private Equity Insights Report. Drawing parallels between his son's fencing lessons and today's economic climate, Sean explains how the best investors are shifting from a defensive stance to an offensive one. Seeing through the noise, leaning forward, and playing to win. He shares fresh data showing that deal activity, due diligence spending, and AI investment are all surging—signs of an industry on the offense. From the manufacturing renaissance to the rise of flatter, AI-enabled organizations, Sean offers a grounded, data-backed view of where private equity and the broader economy are heading next. Episode Highlights 1:07 – The Sport of Fencing and PE: what private equity can learn from shifting from defense to offense 4:40 – Why the U.S. economy is “good enough” and accelerating despite the noise 11:45 – Deal data shows confidence returning: due diligence projects up 43% year-over-year 14:33 – PE firms' AI and analytics demand surges 300% and 1,600% for AI/ML advisory 18:39 – Manufacturing reshoring, venture collaboration, and the next wave of innovation 21:06 – The coming of flatter, AI-enabled organizations and what it means for talent 25:39 – Sticky inflation, rate cuts, and why the next economic cycle is already underway For more on BluWave, visit: https://www.bluwave.net/ To request the full Q3 2025 Insights Report, visit: https://www.bluwave.net/insights-report/
In this insightful episode, Carl Allen shares his expertise in business acquisitions, emphasizing the importance of targeting a core customer and the value of equity in motivating teams. He discusses his journey from Wall Street to private equity and highlights examples like Amazon's roll-up strategy. Carl provides a detailed explanation of building shareholder value, executing buyouts, and understanding buyer psychology. He also shares practical tips for entrepreneurs looking to scale through acquisitions and reflects on his personal experiences in the e-commerce space. Tune in for an in-depth discussion on leveraging strategic acquisitions to build a successful business empire. CHAPTER 00:00 Starting with a Core Customer 00:28 Equity and Employee Motivation 01:05 Private Equity and Business Acquisitions 02:12 The Power of Roll-Ups 03:22 Amazon's Acquisition Strategy 05:22 Building Shareholder Value 09:06 Medical Transportation Roll-Up 10:36 E-Commerce Roll-Up Strategy 15:21 The Importance of Superpowers in Business 21:45 The Role of Psychology in M&A 36:07 The Secret to Successful Business Acquisitions 40:53 The Role of Visionaries in Business 43:26 Raising Capital for Deals 43:46 Structuring and Financing Deals 48:07 Key Questions for Equity Investors 57:39 Lessons from Wall Street to Main Street 01:00:13 The Importance of Safe Hands in Business Acquisitions 01:05:07 E-commerce and Market Trends 01:12:14 Personal Advice and Career Direction 01:19:58 Conclusion and Final Thoughts
Andrew, Ben, and Tom discuss US Army Secretary Dan Driscoll and Scott Bessent meeting with 15 PE firms and various earnings. Song: Blue Sky - The Allman Brothers BandFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Law firms everywhere are debating private equity. Sir Nigel Knowles has already lived the full arc, from global expansion to IPO to take-private. Joining hosts Chris Batz and Howard Rosenberg, the former global managing partner of DLA Piper and former CEO of DWF unpacks a career built on bold growth and tough calls. He shares how a 90-person practice in Sheffield became DLA Piper through disciplined strategy, relentless execution, and a shift from territorial “country barons” to one global firm. He walks through the three-way merger that hit at exactly the right moment, the lessons he carried from mentors like Senator George Mitchell, and why real leadership means setting direction and sustaining momentum long after the headlines fade. Sir Nigel also pulls back the curtain on DWF's public listing and why the market ultimately couldn't support a professional services model. Taking the firm private with Inflexion unlocked capital, agility, and focus — a path he believes more firms will follow as technology, talent costs, and scale demands collide. His message to law firm leaders: build a coalition, define where you're going, and act. Consensus can come later. The firms that act with clarity and conviction will own the future of the profession. Episode Breakdown: 00:00 From Sheffield Practice to Global Expansion at DLA Piper 05:01 Taking DWF Public: Why the IPO Model Fell Short 08:07 Private Equity vs. Public Markets in Law Firms 15:17 Leadership Lessons from Senator George Mitchell and Other Mentors 15:10 Strategy, Culture, and Conviction in Firm Growth 22:08 The Future of Law Firm Consolidation and Capital Models 28:30 Sir Nigel's Advice to Managing Partners, Act Before Consensus Connect with Sir Nigel Knowles: Connect with Sir Nigel on LinkedIn Sir Nigel's Website Bio Connect with Howard Rosenberg: Connect with Howard on LinkedIn Howard's Company Web Profile Connect with Chris Batz: Connect with Chris on LinkedIn Follow Columbus Street on LinkedIn Columbus Street Website Podcast production and show notes provided by HiveCast.fm
In this episode of The Investor Professor Podcast, we dive into the intersection of corporate earnings season and the growing tension between the U.S. and China over rare earth metals. With the S&P 500 up 13% year-to-date, the Dow up 8%, and the NASDAQ up 17%, markets are strong—but volatility looms as tariffs, private credit risks, and leveraged ETFs create ripples. We break down how private equity-driven lending and leverage can magnify both gains and losses, and what that means for everyday investors navigating an increasingly risky market landscape.Then we shift focus to the real story behind rare earth elements—the 17 critical materials powering everything from smartphones to fighter jets. Are they really rare? Not quite, but China's 90–99% control over refining has put the U.S. in a vulnerable position. We unpack how this dominance developed, what it means for American tech and defense industries, and why a strategic reserve for rare earths may be as vital as oil. As always: don't mistake activity for achievement—get your mind right, and let's get to work. *This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.
Private equity has long promised smooth returns, operational excellence, and sophisticated diversification. But behind the pitch decks and performance charts lies a growing crisis. In this video, we explore:
We ran an analysis on some of the biggest Private Equity assets and acquisitions. Is the explosion of this space a bubble, or is there something deeper happening here? 3 CEOs debate! Chapters: 00:00 – Private Equity's Reach 05:00 – The Broader Impact of Private Equity 10:00 – Toll Roads, Robert Moses, and Infrastructure Power 15:00 – What It's Like to Work for Private Equity 23:50 – Inside Vista and the Private Equity Playbook 27:50 – Preparing for a Private Equity Acquisition 30:50 – Founder Perspectives on Being Acquired 38:10 – The Role of AI in Private Equity 40:00 – OpenAI's Product Velocity & Sora 2 44:30 – Art, Compute, and Culture 48:00 – Technology, Purpose, and Human Play 51:20 – The Optimistic Lens 54:00 – OpenAI's Velocity and Strategic Position 56:00 – Market Reactions & Acquisitions 58:30 – Microsoft's Response 1:00:50 – Culture, Standards, and Leadership Lessons 1:04:50 – Closing Reflections Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!
Send us a textIn this episode, we sit down with Don Kieffer, senior lecturer at MIT Sloan School of Management and co-author of There's Gotta Be a Better Way, to talk about what actually makes companies run well. Don has spent decades helping organizations, from Harley-Davidson factory floors to biotech labs, design better systems that unlock real performance. We break down the five-principle framework he developed with his co-author, Nelson Repenning, an MIT PhD, MIT Sloan professor, and leading expert in operations and systems thinking, for building operational excellence: solving the right problem, structuring for discovery, connecting the human chain, regulating for flow, and visualizing the work.Through stories that range from front-desk hotel check-ins to a corrugated cardboard plant and even private equity fundraising pipelines, Don shows how tiny operational tweaks can deliver huge impact. We explore why firefighting cultures keep companies stuck in a “capability trap,” why automation without fixing the human system first is a mistake, and why the best private equity playbooks focus on execution, not spreadsheets. For founders, operators, and investors alike, this is a practical, no-fluff conversation about how businesses actually scale.Before diving into operations, we also touch on recent rumblings in credit markets, continuing our discussion on the failed refinancing of First Brands and the liquidation of TriColor to bank fraud write-offs and how credit default swaps can amplify market stress. It's a lively, two-part arc: first, the operational playbook; next, how top investors at Private Equity firms think about value creation inside portfolio companies.Check out the book HEREFor 20% off Deleteme, use the code TWSS or click the link HERE! Sign up for our LIVE Virtual Bootcamps! 2-Day Financial Modeling Bootcamp Master the technical Excel and accounting skills essential for investment banking, private equity, and fundamental investing. (Learn more HERE) Global Markets & Investing PlaybookA one-day crash course on the financial ecosystem, perfect for anyone seeking a big-picture understanding of how global markets and Wall Street fit together. Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. (Learn more HERE)
On this episode of Conduct Detrimental: THE Sports Law Podcast, Dan Lust (@SportsLawLust) is joined by Tarun Sharma (@tksharmalaw) to tackle some of the biggest stories in college sports, professional, and broadcasting.The duo kicks off with the Big Ten's proposed $2.4 billion private equity deal with UC Investments. They break down how the deal would work, why Michigan and USC's boards are unanimously opposed, and whether locking in media rights through 2046 is dangerously short-sighted given how dramatically college sports has evolved over the past decade.Next, they dive into the Tyler Skaggs wrongful death trial that just began in California. The Angels face $118 million in damages as the family argues negligent retention after communications director Eric Kay—who was convicted of supplying the drugs that killed Skaggs—was kept on staff despite red flags. Could this set precedent for team liability across all professional sports?The guys then unpack Mark Sanchez's wild situation from the past couple of weeks: from Fox Sports analyst to felony assault charges after a 3 a.m. alley altercation in Indianapolis. They discuss the bizarre details, the destroyed broadcasting career, and whether there's any path back for the former quarterback.Dan and Tarun also react to James Franklin's $49 million Penn State buyout after the team collapsed from 3-0 to 3-3, debate whether Matt Rule is really a viable replacement, and discuss the mitigation clause that could reduce the payout. Plus, they touch on Bill Belichick's brutal start at UNC and whether his contract protections will even matter if the losses continue.Finally, they explore the Utah Mammoth trademark battle with Mammoth Hockey Bags, comparing it to the Cleveland Guardians roller derby saga and discussing the SEO argument happening in real time.What to Watch For: Dan highly recommends Amazon Prime's "Evolution of the Black Quarterback" documentary featuring Michael Vick, and shares fascinating stories about Doug Williams, Warren Moon, Randall Cunningham, and how the position slowly integrated. Tarun suggests Netflix's "Katrina: Hell and High Water" for those interested and who may know about Katrina, but not the aftermath.Let us know your thoughts!***Have a topic you want to write about? ANYONE and EVERYONE can publish for ConductDetrimental.com. Let us know if you want to join the team.As always, this episode is sponsored by Themis Bar Review: https://www.themisbarsocial.com/conductdetrimental Host: Dan Lust (@SportsLawLust) Featuring: Tarun Sharma (@tksharmalaw) Produced by: Mike Kravchenko (Watch on YouTube)Twitter | Instagram | TikTok | YouTube | Website | Email
On this episode of Conduct Detrimental: THE Sports Law Podcast, Dan Lust (@SportsLawLust) is joined by Tarun Sharma (@tksharmalaw) to tackle some of the biggest stories in college sports, professional, and broadcasting.The duo kicks off with the Big Ten's proposed $2.4 billion private equity deal with UC Investments. They break down how the deal would work, why Michigan and USC's boards are unanimously opposed, and whether locking in media rights through 2046 is dangerously short-sighted given how dramatically college sports has evolved over the past decade.Next, they dive into the Tyler Skaggs wrongful death trial that just began in California. The Angels face $118 million in damages as the family argues negligent retention after communications director Eric Kay—who was convicted of supplying the drugs that killed Skaggs—was kept on staff despite red flags. Could this set precedent for team liability across all professional sports?The guys then unpack Mark Sanchez's wild situation from the past couple of weeks: from Fox Sports analyst to felony assault charges after a 3 a.m. alley altercation in Indianapolis. They discuss the bizarre details, the destroyed broadcasting career, and whether there's any path back for the former quarterback.Dan and Tarun also react to James Franklin's $49 million Penn State buyout after the team collapsed from 3-0 to 3-3, debate whether Matt Rule is really a viable replacement, and discuss the mitigation clause that could reduce the payout. Plus, they touch on Bill Belichick's brutal start at UNC and whether his contract protections will even matter if the losses continue.Finally, they explore the Utah Mammoth trademark battle with Mammoth Hockey Bags, comparing it to the Cleveland Guardians roller derby saga and discussing the SEO argument happening in real time.What to Watch For: Dan highly recommends Amazon Prime's "Evolution of the Black Quarterback" documentary featuring Michael Vick, and shares fascinating stories about Doug Williams, Warren Moon, Randall Cunningham, and how the position slowly integrated. Tarun suggests Netflix's "Katrina: Hell and High Water" for those interested and who may know about Katrina, but not the aftermath.Let us know your thoughts!***Have a topic you want to write about? ANYONE and EVERYONE can publish for ConductDetrimental.com. Let us know if you want to join the team.As always, this episode is sponsored by Themis Bar Review: https://www.themisbarsocial.com/conductdetrimental Host: Dan Lust (@SportsLawLust) Featuring: Tarun Sharma (@tksharmalaw) Produced by: Mike Kravchenko (Watch on YouTube)Twitter | Instagram | TikTok | YouTube | Website | Email
Mike and Rico discuss the news that Michigan and USC have discussed a potential private capital deal.
Rico opened the third hour giving the guys his top 14 teams in the NFL. Then, they shifted their sights to talk about the report that Michigan and USC had a conversation about a potential private equity deal.
In this episode, Scott Becker breaks down why major banks and asset managers are soaring this year while private equity firms lag behind.
Frank and Rob dive into:• Rob's path from UBS and Morgan Stanley to launching NewEdge Wealth.• How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform.• How multi-custody and open architecture models can offer flexibility.• Perspectives of some advisors that have experienced business growth after joining the firm.• The role of private equity and its innovation in wealth management.• How advisors may use niche marketing strategies and referral initiatives to identify opportunities.Whether you're exploring alternatives to a wirehouse or staying informed on industry developments, this conversation offers a practical look at the choices and trade-offs within today's independent landscape.Want to connect?Reach out to Frank directly at frank@eliteconsultingpartners.com or send him a DM on LinkedIn.You can also connect with Rob by emailing RSechan@NewEdgeCG.com or visiting his LinkedIn page.“Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, LLC and (iii) client assets held at affiliated and unaffiliated broker dealers for which we provide supervisory oversight, support services and/or wealth strategy services.Opinions expressed are as of October 7, 2025, and may change without notice. This content is for informational purposes only and does not constitute investment advice or a recommendation regarding any security, strategy, or business relationship. Past performance does not guarantee future results.References to advisor experiences (including business growth, win rates, or referrals) reflect individual circumstances and are not representative of all advisors or outcomes. Results vary and are not guaranteed.Any testimonials or endorsements presented reflect the speaker's opinion at the time made. If compensation or other benefits were provided in connection with a testimonial or endorsement, that fact will be disclosed. Such statements should not be construed as indicative of future performance or experience for all clients or advisors.Third-party firms, custodians, platforms, or services referenced are independent of NewEdge. Their inclusion does not constitute a recommendation, endorsement, or approval. Where third-party ratings or rankings are cited, the source and date apply; methodologies may differ, and ratings may not predict future performance. NewEdge may have business arrangements with certain third parties that present potential conflicts of interest; details available upon request.NewEdge may receive or provide referrals to or from third parties, including custodians, which may involve compensation or other benefits. Additional information about referral relationships and compensation is available upon request, A copy of the NewEdge's current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.newedgecg.com.All company names, logos, and trademarks are property of their respective owners and are used for identification only. References to media appearances do not constitute an endorsement.
Selling a family business is a unique challenge that can present unexpected hurdles. This episode reveals the complexities you'll face and gives you actionable advice on how to handle them. You'll learn how to navigate family disagreements, plan for your legacy, and prepare for a successful sale that satisfies all involved. View the complete show notes for this episode. Want To Learn More? Business Exit Plan & Strategy Checklist | A Complete Guide Tips on Preparing Your Business for Sale Selling a Business: A High-Level Overview Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.
Nick presents founders and business owners with a powerful diagnostic tool—the Business Model Diagnosis—to address stalled growth, which is often mistakenly attributed to poor marketing or sales. He breaks down the five core components of any successful business model—Customer Segments, Value Proposition, Revenue Model, Delivery Mechanism, and Operational Excellence—and presents 15 key questions designed to evaluate and optimise the entire business engine KEY TAKEAWAYS Stalled growth is often a symptom of a broken business model (the core engine of the business) and not just a marketing or sales problem, requiring a shift in perspective to look at the business from a higher, 30,000-foot perspective. The business model is comprised of five core, interrelated components: Customer Segments, Value Proposition, Revenue Model, Delivery Mechanism, and Operational Excellence. A powerful strategy is to trim product lines and audiences and "cut to your most profitable customer" to reduce complexity and focus resources on what is driving the most valuable growth. Founders can unlock rapid growth by re-engineering the revenue model, which includes adding recurring revenue, introducing tiered pricing, or offering performance-based upsells to increase order value and customer lifetime value. BEST MOMENTS "If growth is stalled, it's probably not your sales team, it's probably not your marketing funnel either. The truth, most of the time from my experience, is your business model. So let's fix that today." "You don't need perfect scores, but if you've got weak points across, as I said, two to three of these areas, that's likely the root cause of your growth issues for now." "When your business model is right, everything else gets easier. When it's wrong, nothing works. So you've got to fix the business model first." VALUABLE RESOURCES To get your copy of Nick's new book go to http://bit.ly/4ngC2hO Exit Your Business For Millions - Download This Guide: 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/
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Nicholas Abraham, an investor relations professional, shares his journey into the world of investing, focusing on accredited investors and private equity. He discusses the importance of building relationships in the industry, educating investors on trends, and providing resources like InvestorDD.com for due diligence. Nicholas emphasizes the value of adding connections and resources to help others succeed in their investment journeys. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
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LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured The dark forces of Wall Street are mobilizing again — and this time, they're coming for your retirement savings. Blackstone, Apollo, and the rest of the private equity giants are pushing to stuff risky, illiquid assets into 401(k) plans under the guise of “retirement innovation.” But behind the corporate jargon lies desperation: a liquidity crunch, bad bets, and a plan to offload the pain onto ordinary investors. The orcs are gathering, and Washington's helping them march straight into the Shire.
In this episode of Disruption/Interruption, host KJ sits down with Chris Cyrille, founder of SNTIMNT.AI, to discuss how he’s using data science and AI to bring clarity and confidence to crypto investing. Chris shares his personal journey, the challenges of the crypto market, and how his mission-driven approach is changing the way investors and institutions view digital assets. Key Takeaways: Personal Motivation Drives Innovation [3:52]Chris’s journey began with a personal loss, inspiring him to redirect capital toward causes like pediatric cancer and first-generation students. Crypto Volatility and Misinformation [6:25]The biggest challenge in crypto is volatility, fueled by meme coins, speculation, and misinformation, making it intimidating for new investors. Algorithmic Solutions for Peace of Mind [17:51]Sentiment AI’s algorithm “reads the room” to provide actionable signals, helping users invest with greater confidence and less stress. Staying Curious and Creative [26:34]Chris encourages listeners to maintain childlike wonder and curiosity, as unique perspectives drive creative solutions in any industry. Quote of the Show (26:54):“Keep the childlike wonder and to stay curious. I believe that's where the creativity shows itself.” – Chris Cyrille Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Chris Cyrille: LinkedIn: https://www.linkedin.com/in/chris-cyrille/ Company Website: https://sntimnt.ai How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.
Not sure what your numbers are telling you? Get a free review: coltivar.com/financial-review Major moves and market momentum in this week's top financial stories, including:Boomers Fall Behind on RetirementBlackstone Brings Private Equity to 401(k)sAI Data Centers Build Their Own Power PlantsSouthwest Ends Open SeatingWalmart Joins ChatGPT for AI ShoppingTune in for smart commentary, sharp context, and the financial insight you need to lead in a changing world — only on FinWeekly._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com
In this episode, Scott Becker breaks down why major banks and asset managers are soaring this year while private equity firms lag behind.
(0:00) Introducing Orlando Bravo (1:53) Orlando's history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing's avionics business (19:24) Thoma Bravo's operating playbook after acquiring a company (26:16) Thoughts on taking Thoma Bravo public Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Orlando Bravo: https://x.com/orlandobravotb Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
Jack answers listener questions and previews earnings season. For more on dividends, check out our episode from 2023. Learn more about your ad choices. Visit megaphone.fm/adchoices
Take the deal or walk? To advertise on our podcast, please reach out to sales@advertisecast.com or visit https://www.advertisecast.com/TheJeffWardShow
Franchising expert Mark Siebert, founder of iFranchise Group, joins Jeff Dudan on Unemployable to reveal what makes a franchise truly scalable — and why franchising remains the most powerful wealth-creation model for small business owners. With 40 years of experience advising over 500 brands — including McDonald's, Subway, and Ace Hardware — Mark shares the insider checklist for determining if your concept is ready to franchise, what it really costs to grow, and why discipline, leadership, and sound economics separate the winners from the failures. They explore: The 3 criteria every franchise must meet before scaling Why management quality outweighs concept quality Common traps new franchisors fall into The real cost of aggressive growth Private equity's new role in franchising Global franchise trends — and why international expansion fails How AI and GEO (Generative Engine Optimization) are reshaping the future of franchising
Franchising expert Mark Siebert, founder of iFranchise Group, joins Jeff Dudan on Unemployable to reveal what makes a franchise truly scalable — and why franchising remains the most powerful wealth-creation model for small business owners. With 40 years of experience advising over 500 brands — including McDonald's, Subway, and Ace Hardware — Mark shares the insider checklist for determining if your concept is ready to franchise, what it really costs to grow, and why discipline, leadership, and sound economics separate the winners from the failures. They explore: The 3 criteria every franchise must meet before scaling Why management quality outweighs concept quality Common traps new franchisors fall into The real cost of aggressive growth Private equity's new role in franchising Global franchise trends — and why international expansion fails How AI and GEO (Generative Engine Optimization) are reshaping the future of franchising
Moderator: Jesse Wolfe, DPM, FACFAS Panelists: Alexandra Grulke, DPM, FACFAS
Artificial Intelligence has gone off the rails, private equity's running out of cash, and venture capital's throwing billions at anything with a “A.I.” in the name... welcome to Episode 304. Chris, Saied, and Rajeil unpack how Sora 2.0 just erased the line between real and fake, how 41 stocks now make up nearly half the S&P 500, and why every startup pitch sounds like a bad ChatGPT prompt. Sprinkle in a dash of market concentration risk, a splash of FOMO-fueled insanity, and you've got a recipe for the next great bubble.➡️ But the gang doesn't stop there. They dig into the dark side of private equity: the vintage funds running on fumes, the liquidity crunch nobody wants to admit, and what happens when inflated A.I. valuations meet leveraged balance sheets. Mix in a little immature humor, a few uncomfortable truths, and the kind of laughter that comes right before the crash, and you've got the brutally honest breakdown only The Higher Standard can deliver.
Stop making million dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: joinhampton.comKory Mitchell built a blue collar asbestos business and sold it for $200M. When he stepped back, everything started to fall apart. A new CEO lost millions. The culture cracked. Kory came back to fix it, then walked away on his own terms. This is what happens when scaling works…until it doesn't.Here's what we talk about:Buying blue collar businesses: the unsexy but ultra-profitable path to serious scaleWhy adding debt transformed their trajectory – and nearly broke the companyWhat not to do after an exit: the new CEO that lost $12M in 6 projectsThe hidden tax of scale: how managing founders who've “already made their money” can kill your businessHow to build trust during M&A, and the warning signs that should make you walkLessons in culture, integration, and the real cost of bad communicationThe burnout that followed a $200M exit, and why Kory walked awaySabbaticals, Porsches, and starting over: what post-exit life really looks likeThe secret to finding off-market deals, and why PE firms keep asking Kory for helpWho shouldn't do M&A (and why doing it while your house is on fire is a terrible idea)Cool Links:Hampton https://www.joinhampton.com/Lower Street https://www.lowerstreet.co/Kory Mitchell https://www.linkedin.com/in/korylmitchell Sponsors:Get US caliber talent at offshore prices with https://www.oceanstalent.com/Achieve your dream body with https://www.dailybodycoach.com/moneywiseProtect your upside and get your time back at https://www.cressetcapital.com/moneywiseChapters:(01:54) Growing Up Blue Collar & Family Business Roots(03:09) Taking the Leap: Debt and Aggressive Growth(05:53) Merging, Scaling, and Learning from Private Equity(08:19) Managing People: The Human Side of M&A(13:18) Integration and Building Company Culture(19:25) The $200M Exit and Stepping Away(21:48) Crisis: Post-Sale Struggles and Turnaround(25:22) Burnout, Sabbatical, and Starting Over(27:47) Lessons Learned: Who Should (and Shouldn't) Do M&AThis podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.Your Host: Harry MortonFounder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.Co-parents a cow named Eliza.
Subscribe to UnitedHealthcare's Community & State newsletter.Health Affairs' Rob Lott interviews Alexander Soltoff of Emory University about his recent paper exploring how private equity-owned hospices reported higher profits and lower patient care spending when compared to other ownership models.Order the October 2025 issue of Health Affairs.Currently, more than 70 percent of our content is freely available - and we'd like to keep it that way. With your support, we can continue to keep our digital publication Forefront and podcast Subscribe to UnitedHealthcare's Community & State newsletter.
Want to build a billion-dollar business? Get the playbook: https://clickhubspot.com/hwg Episode 756 Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Rick Marini and Jeff Bonforte, the private equity guys who flipped Grindr for $2B dollars in 24 months. — Show Notes: (0:00) The story of Grindr (13:34) Private Equity crash course (38:10) Uncle Rick gives advice on what to buy (43:07) Trends to jump on (49:48) Buying lottery tickets (1:03:58) The wisdom of Naval (1:10:48) The emotional adoption curve — Links: • Rick Marini - https://x.com/rmarini • Jeff Bonforte - https://x.com/bonforte • Grindr - https://www.grindr.com/ — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano
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Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Send us a text"RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co"In this first installment of the Making Billions Academy, host Ryan Miller teaches a powerful financial concept used by private equity pros to instantly assess deals: Tobin's Q. This ratio compares a company's market value to its replacement cost, helping investors determine if a business is overvalued or undervalued. You'll learn the simple formula, see practical examples, and discover how this timeless logic can help you avoid overpaying for assets.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/X: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE HOST]: Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance company, and the founder of Fund Raise Capital, https://www.fundraisecapital.co where his strategies helped emerging fund managers and deal syndicators to report raising over $1B following his strategies.Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.
In this webinar-turned-podcast, Scott Becker hosts Geoff Cockrell, Holly Buckley, David Greer, and Matt Wolf for an in-depth discussion on the state of private equity.
In this episode, Amber Walsh, Partner at McGuireWoods LLP, discusses shifting deal dynamics, the return of large transactions, and why cautious optimism is growing as interest rates ease and investor confidence begins to rebound.
Week 7 is here and it is a big week for the Big Ten's undefeated teams. The premiere matchup on Saturday will be #7 Indiana visiting #3 Oregon. Both teams are coming off of a bye following close games the week prior. Andy Staples, Ross Dellenger and Steven Godfrey discuss this matchup and debate who they think holds the advantage. It will be a matchup of two top coaches in college football alongside two of the top quarterbacks in the game. The teams appear to be pretty evenly matched, but who will come out on top? Then the discussion shifts to the top team in the nation as #1 Ohio State takes a visit to #17 Illinois this weekend. Ohio State's defense is on pace to be historically dominant behind All-American safety Caleb Downs. Ross talks about his interview with Downs and his takeaways from that chat. The guys then discuss what Ohio State's road to the playoff looks like. Also, they discuss #15 Michigan paying a visit to USC. It appears the fans of both teams are starting to grow a little restless with their head coaches and Andy thinks that the fans of the losing team may start to jump ship. Later, we briefly step away from talking games because there is some important college football news to discuss as well. To start, Ross' shares his Congressional Minute providing updates on the SCORE and SAFE Acts. This is followed by the guys discussing the latest issue with the College Sports Commission and the new, single transfer portal window officially being announced. Then, they break down the latest drama in North Carolina. There was a lot of false information on Wednesday about Bill Belichick potentially stepping down, but who started the rumors and how did this all go so wrong for North Carolina?Finally, the guys make their picks for this week's I've Got A Feeling. Oklahoma, Clemson and San Diego State are who they are riding with this week. Get ready for Week 7 with the College Football Enquirer.(1:27) - #3 Oregon hosts #7 Indiana(13:18) - Caleb Downs and #1 Ohio State's dominant defense(22:29) - #15 Michigan visits USC(29:22) - Ross' Congressional Minute(31:05) - Impact of Private Equity in college athletics(36:46) - New official transfer portal window(40:34) - Latest issue with the College Sports Commission(47:04) - The latest drama in North Carolina(56:10) - I've Got A Feeling Subscribe to the College Football Enquirer on your favorite podcast app:
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