Money Stuff: The Podcast
One Horse at a Time: A Mailbag Episode
Apr 18, 2025
In a lively mailbag discussion, the hosts tackle intriguing questions about law firm IPOs and even explore the concept of high-tech cyber horses. The emotional bond between a speaker and their horse contrasts sharply with the rise of digital alternatives. They dive into private credit dynamics and the intricacies of trading S&P futures. Adding a fun twist, they humorously consider naming children and horses after ETF tickers. Celebrating a milestone, they reflect on their first year, blending finance with creativity throughout the conversation.
25:26
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Quick takeaways
- The global industrial renaissance requires an estimated $75 to $100 trillion in long-term private capital investments across various sectors.
- Microsoft Security's advanced capabilities are crucial in defending organizations against millions of cyberattacks while maintaining operational efficiency.
Deep dives
The Global Industrial Renaissance
A significant transformation is taking place in various industries, driven by a global industrial renaissance. Over the next decade, sectors such as energy, infrastructure, and technology are projected to need between $75 to $100 trillion in capital expenditures to modernize and meet rising demands. Traditional public markets will not suffice for such massive investments, highlighting the necessity for long-duration private capital. Companies like Apollo are stepping in to provide the flexible and tailored financing solutions essential for these long-term projects, enabling growth and innovation.
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