The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They borrowed money at live bid at the time. So in our music royalty portfolio returns could be driven by an artist’s song downloads like Taylor Swift downloads.

Capital 59

Capital Hedge Funds Banks Assets 59

The Big Picture

SEPTEMBER 26, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Google , YouTube , and Bloomberg. There would’ve been no bid. But for you guys, there’s no bid.  The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management , is below.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. We spent weeks, night and day, studying it, decided it wasn’t a good deal, decided not to bid, which I’m fine with. But what’s interesting was the size of it.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

OCTOBER 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Brian Higgins has put together a amazing track record handling distressed and stressed debts, as well as other forms of credit real estate collateralized obligations. It was formed in 1995.

Hedge Funds 59

Hedge Funds Banks Finance Financing 59

The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. MILLER: The collateral won’t be adequate in our view.  The transcript from this week’s, MiB: Jonathan Miller on Post-Pandemic Residential Real Estate , is below.

Taxes 52

Taxes Banks Resale Accounting 52

The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: You hit the bid before — RIEDER: Well, yes. It’s the collateral. Then I ran our credit business across emerging markets, money markets, loans, preferreds.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

The Big Picture

OCTOBER 10, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I did the, the first time I make it make some bid to, to get to know the people and the, write a story about it. If someone loses money, we liquidate the collateral, they’re done.

Legal 64

Legal Banks Assets Collateral 64