Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 4min
What's Happening in the Markets?
03:31 • 5min
The Private Equity Firms Are Starting to Recut Deals That Are Already Signed
08:04 • 5min
What's the Difference Between a Price Cut and a Recut?
12:47 • 3min
Private Equity Firms, if Things Get Rocky, They Will Walk Away, Right?
15:50 • 6min
The Private Equity Firms, Reputation Versus Banks?
21:31 • 3min
The Reputation Does Matter, Right?
24:11 • 2min
You Can't Nuk Your Own Finance
26:14 • 3min
What Are You Seeing in the Energy Market Right Now?
29:14 • 3min
The Ham Family Is a Company That's Offering to Go Private
31:48 • 5min
Energy Companies
36:32 • 2min
Twitter, Elon Musk, and Everything Going on There These Days?
38:43 • 5min
Is There a Price Cut?
43:56 • 2min
I'm Overpaying for Twitter at These Prices
45:51 • 3min
Is Billielon in Breach of the Contract Every Single Day?
48:45 • 2min
The Big Dry Whole in Town?
50:26 • 2min
The Year's Flailing Round to Making Sense
52:32 • 3min
How to Avoid a Blow Up on a Longside Position
55:05 • 3min