1 filters applied
Deep-DivesGlobalCurated insights across markets, macros, history, and intelligenceShowing 20 of 20
Distilling high-signal intelligence into digestible insights.
Deep-DivesGlobalShowing 20 of 20
> "Money moves at the speed of trust." - John [[00:01:44](https://www.youtube.com/watch?v=zHvY9wzhjpA&t=1m44s)] > "Belief is like I believe you... trust is very different... I don't have faith in it, I don't trust it." - John [[00:02:38](https://www.youtube.com/watch?v=zHvY9wzhjpA&t=2m38s)] > "The more fearful somebody is and the more trust you can develop, the less desire they need." - John…
> "we're starting to see bifurcation and dispersion between companies borrowers structures and we're also seeing the evolution of private credit moving from more of a corporate play to incorporate things like assetbacked finance" - **Danielle Poli** [[00:02:33](https://youtu.be/ArKtrkm5gr8?si=3nCu4eNkMDSnz54Q&t=2m33s)] > "there really is no good pick there's bad pick and worst pick because if you're initiating…
"this notion that the semi-liquid nature of these things is somehow inherently bad i don't see that at all... i actually see that structure is what makes these structures able to compound through cycles over time" - Farhad Karim 00:30:06
"sometimes people think access is like being simple and and I find that a little condescending but it's how do…
1. Executive Briefing (TL;DR)
Topic 1: Navigation and Outlook of the Real Estate Sector
1. Genesis & Strategic Rationale of KKR Infrastructure (2006–2008)
"The number one priority for us is to continue to deliver exceptional returns for our clients. If we don't do that, we don't have a business." - Jean Salata [00:02:22]
"Our infrastructure business is kind of multifaceted. It's not just data centers, it's also energy and connectivity and digital connectivity, and we kind of wrap that around…
"we're starting to see bifurcation and dispersion between companies borrowers structures and we're also seeing the evolution of private credit moving from more of a corporate play to incorporate things like assetbacked finance" - Danielle Poli [00:02:33]
"there really is no good pick there's bad pick and worst pick because if you're initiating…
Quotes
"It's sort of easier to recognize that the regime is changing than to understand what it will change into." - Ed Cole [00:00:00]
"For all that exceptionalism and all of that apparent leadership by the tech giants, it's actually been more cyclical, more valuey, smaller cap companies that have not just outperformed, but outperformed…
1. Executive Briefing (TL;DR)
Executive Overview: The Evolution of Infrastructure
The private infrastructure asset class has shifted from legacy, low-growth utilities and basic transportation toward modern assets driving the New Economy—specifically digital networks, the energy transition, and automation. This structural shift is propelled by a massive global funding gap, as government budgets retrench while an estimated **$106…
"our job is really to make money if markets are going up down left right or sideways and I'm often asked what our strategy is and really I answer it's to make money and not lose it" - Matt Heap [00:02:47]
"the human brain is still a very powerful instrument and combining that with technology to... help adjust and to see turns in the markets." -…
Summary : NYLIM Macro Pulse — April 2026
"Macro Spillovers from the Strait"
The Theme
Hidden Values in Global Chaos: IWM Q2 2026 Outlook (April 21, 2026) | CIO Office | Nomura
"My Name is Allen, Barry Allen"[CMIYC] #Bitcoin #IYKYK #LOL
9th Deloitte Private and ArtTactic Art & Finance Report
Top three auction houses accountfor nearly half of the global auction market: Since the COVID-19 pandemic,Christie’s, Sotheby’s and Phillips havesolidified their dominance in the international auction market. In 2024, theywere responsible for 44% of public auctionsales, a decrease from 52% in 2022 butholding steady from 2023. This high levelof concentration underlines their centralrole in shaping the art…
Top 25 artists | # 9th Deloitte Private and ArtTactic Art & Finance Report
# 9th Deloitte Private and ArtTactic Art & Finance Report | Global art sales in US$ billion
# 9th Deloitte Private and ArtTactic Art & Finance Report
BBG: "Tether. It is now the world’s largest known hoard of bullion outside of banks and nation states, and has turned the crypto giant into a major player in the industry."
Crypto giant Tether Holdings has been shaking up the rising gold market with massive metal hoarding over the past year. The stablecoin…
