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Tech x VCGlobalTechnology, AI, semiconductors, and venture capital for builders and investorsShowing 24 of 38
Technology, AI, semiconductors, and venture capital — curated for builders and investors.
Tech x VCGlobalShowing 24 of 38
> "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…
**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The rapid expansion of private equity and private credit has birthed a massive, highly leveraged system vulnerable to rising short-term interest rates. As floating-rate debt structures collide with sticky inflation, capital preservation through deep value assets and structural liquidity is essential to weather the emerging down cycle. - **Top 3 Key…
1. Executive Briefing (TL;DR)
1. Macro Context and Structural Evolution of Private Markets
Executive summary by Deutsche Bank Research Institute:
- Private capital managers' confident Q1 performance is a stark contrast to the media and investor narratives that have focussed on concerns about credit quality, Al disruption and redemptions. We take a closer look at what this divide means for PC in 2026. - Al disruption: Our risk scoring and indexes show that PC managers were more worried about the…
Executive Summary & Core Investment Philosophy [00:00:30] Blackstone’s private equity strategy manages a portfolio of more than 270 companies by…
In this episode, Future Standard’s Investment Research team members Alan Flannigan and Andrew Korz sit down with Scott Burr, Senior Portfolio Manager at Future Standard, to discuss how multi-strategy investing may help investors navigate a changing macro regime.
1. Executive Overview & Speaker Profile
Core Overview & Corporate Profile
Speaker Profiles & Introduction
This Morgan Stanley "Alts Report" features Alli Nest, Head of Investment Solutions Products, discussing the rapidly expanding landscape of alternative investments and their strategic value for high-net-worth investors.
Overview of Alternative Investments
Alternative investments encompass assets beyond traditional stocks and bonds, including **private equity, private credit, real estate, infrastructure,…
This summary details the press conference held by Yasir Al-Rumayyan, Governor of the Public Investment Fund (PIF), regarding the newly approved PIF Strategy for 2026–2030. The strategy marks a transition from a phase of rapid growth and expansion to one of sustainable value creation and institutional maturity.
1. Strategy Launch and Core Vision (2026–2030)
In this episode of the Alts Report,** Mike Arougheti**, CEO and founder of Ares Management, discusses the significant shift toward alternative investments, the current state of the real estate market, and the burgeoning ecosystem of sports, media, and entertainment.
1. The Evolution & Secular Shift of Private Markets The shift toward alternatives is not merely a trend but a 30-year…
"Whatever needs to be rectified in all this uh you know will take place So you know uh to quote Queen Elizabeth just stay calm and carry on." - George Roberts [00:08:58]
"You know our scientific approach to investing is throw enough stuff up something will stick And uh uh so we're always trying new things and that is really important." - **Henry…
"Just because you did not take an interest in politics, it doesn't mean that politics doesn't take an interest in you." - Michael Milken (quoting Pericles) [00:08:16]
"Financial institutions, insurance companies, banks, they tend to die of one of two causes. They tend to die of heart attacks or cancer." - Marc Rowan…
This summary details the insights of Apollo Global Management CEO Marc Rowan regarding the state of private credit, the misunderstanding of market risks, and the specific impact of AI on the software sector.
I. Market Misconceptions & The Media Narrative [00:00:00]
This video provides an in-depth look at Refresco, a premier global contract manufacturer for the beverage industry, and explores why KKR identified it as a unique "industrial infrastructure" investment opportunity.
[00:00:09] Company Overview & Critical Infrastructure
In this video, leaders from Altavair and KKR discuss their strategic partnership in the aircraft leasing industry, highlighting how they navigated the unprecedented challenges of the COVID-19 pandemic through long-term vision and stable financing.
Overview of Altavair and the Aircraft Leasing Market**
This interview features Joan Solotar, Global Head of Blackstone Private Wealth, discussing the evolving landscape of private markets, the rapid growth of private credit, and the firm’s strategy for individual investors.
1. Business Scope & Model [00:00:00]
This comprehensive summary breaks down the key insights from the Morgan Stanley Alts Report, featuring Alisa Wood, Partner at KKR, discussing the rapid evolution and growing accessibility of alternative investments.
The State of Private Markets
What’s Going on in Private Credit? | Howard Marks Memo | Oaktree
This KKR report from April 2026 outlines a strategic shift from reacting to market "noise"—volatility, geopolitical tension, and AI disruption—to focusing on fundamental value across private markets. The overarching thesis is that current complexities are creating "historically attractive" entry points for disciplined investors.
Executive Summary: Private Markets Reframed
The investment landscape is defined…
