Money Stuff: The Podcast cover image

Money Stuff: The Podcast

American Dream: EDR, BIS, PILOT

Mar 14, 2025
Dive into the intriguing world of appraisal arbitrage and the battle over private credit liquidity. Discover the challenges facing the American Dream Mall, from tax issues to unique attractions. The discussion also touches on a surprising partnership in the entertainment industry and the impact of private equity on stock values. Plus, hear about indoor skiing adventures in New Jersey and how businesses navigate the rising tide of cyber threats. Engaging anecdotes and sharp insights make for a captivating listen!
27:44

Podcast summary created with Snipd AI

Quick takeaways

  • The podcast emphasizes that an estimated $75 to $100 trillion is needed for modernization across various global sectors over the next decade.
  • Concerns over liquidity risks in private credit ETFs are rising as retail investors increasingly seek access to these investment vehicles.

Deep dives

The Need for Capital in the Industrial Renaissance

The upcoming global industrial renaissance will demand an immense capital investment ranging from $75 to $100 trillion over the next decade. This level of expenditure is necessary for modernization across sectors such as energy, infrastructure, and technology to meet rising demands. The sheer scale of these long-term projects means they require long-duration capital that isn't easily sourced from traditional public markets alone. Private capital, represented by firms like Apollo, is poised to fill this gap by providing flexible financing solutions aimed at facilitating economic growth and innovation.

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