Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors FUND MANAGERS: Your Competitors Will Overtake You If You Miss These Macro Signals
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The financial world is fixated on the wrong metrics.
While the media screams about US debt and the trade deficit, these perceived weaknesses are actually the hidden engines driving trillions of dollars directly into private equity, private credit, and venture capital. This is not theory—it's accounting.
In this deep-dive masterclass on global macro strategy and private market investing, Ryan Miller rips the curtain back on the Balance of Payments (BOP)—the true master ledger of global power.
If you are a fund manager or deal syndicator, you need to know exactly how the Current Account deficit forces foreign capital to buy your deals. The world isn't collapsing; it's buying American assets, and your fund is the mechanism.
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[THE HOST]: Ryan Miller is a recovering CFO turned angel investor in technology and
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