Money Stuff: The Podcast
Land Rich: EDR, KKR, SPAX.PVT
Mar 28, 2025
Dive into the intriguing world of financial strategies as Katie and Matt dissect Endeavor’s latest deal and its potential legal ramifications. The duo explores innovative shifts in private equity with KKR’s long-term focus, alongside the booming trend of investing in land amid industrial transformation. They debate the real-time fluctuations of private stock prices and how significant investments are driving modernization across critical sectors. Plus, hear about dodging pesky broker calls and the unpredictable nature of stocks involving cutting-edge companies like OpenAI.
32:50
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Quick takeaways
- The modernization of global industries requires up to $100 trillion in capital over the next decade, highlighting the need for alternative financial solutions beyond public markets.
- KKR's shift from traditional leveraged buyouts to long-term investments signifies a broader evolution in private equity towards stable returns and reduced reliance on external management fees.
Deep dives
The Need for Capital in the Industrial Renaissance
A significant transformation is underway in global industries, necessitating an estimated $75 to $100 trillion over the next decade for modernization, particularly in sectors such as energy, infrastructure, and technology. This level of capital investment is beyond what public markets can feasibly provide alone, indicating a critical need for alternative financial solutions. Long-term projects demand long-duration capital, highlighting the role of private investments in meeting these challenges. Companies like Apollo are stepping in to facilitate this transition by offering flexible financing solutions aimed at driving sustainable economic growth.
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