Chapters
Transcript
Episode notes
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Introduction
00:00 • 3min
The Impact of the Mutiny on the Markets
03:04 • 3min
The Rise of the Middle Class in India
05:36 • 2min
The Importance of Investing in a Growing Environment
07:54 • 2min
The Turning Points in the World Turn From China to India
09:58 • 2min
The Rise and Fall of Churchill Asset Management
11:42 • 2min
The Impact of Rate Cycles on Direct Lending
13:57 • 2min
The Importance of Conservatism in Private Credit
15:29 • 2min
The Recession of the Mid-Tier Market
17:29 • 2min
The Future of Direct Lending
19:39 • 2min
The Fed's Struggles to Normalize the Interest Rate Environment
21:43 • 2min
The Fed's Decision to Raise Rates
23:29 • 2min
The Difference Maker: The Talent and the Capabilities of Your People
25:48 • 2min
Bloomberg Business Week Podcast
28:02 • 2min
The Essel Green Deal and the Commercial Real Estate Market
29:56 • 3min
The Future of Office Buildings
33:01 • 2min
The Trans-America Pyramid
35:09 • 2min
The Pandemic in San Francisco
36:46 • 2min
The Future of SF
38:38 • 3min
The Rise of the Pyramid in San Francisco
41:26 • 2min
The Future of Tesla's EV Infrastructure
43:30 • 2min
The Future of Investing in America
45:45 • 3min
The Crisis in the Office Real Estate Market
48:19 • 2min
The Problem With Gas Generation in Cold Weather
50:35 • 2min
The Importance of Gas Power Plants in the US
52:24 • 2min
Bloomberg's Power Team Commits $500 Million to Beyond Carbon
53:54 • 4min
Carnival's Share Price Is Down From 80% From January of 2018
58:01 • 2min
The Stock's Return to Pre-Pandemic Levels
59:50 • 2min
The Impact of 2020 on Carnival Corporation
01:01:28 • 2min
How to Manage Your Debt Down and Manage Your Interest Expenses Down
01:03:07 • 2min
How to Forecast Cash Flow for 2024
01:04:51 • 2min
Carnival's Treasurer: How to Make Money Onboard
01:07:15 • 2min
Carnival Corporation on Zoom: A Step Change in the Face of Recession
01:08:49 • 2min
CellGP's CEO: Sir Russell Kootz
01:10:45 • 2min
The Power of the Wind
01:12:43 • 2min
How to Watch Sale GP on TV
01:14:39 • 2min
The Evolution of Salgy P Sailing
01:16:24 • 3min
The Future of Racing on the Edge
01:19:08 • 2min
The Speed of Racing on the Edge
01:21:19 • 2min
The Impact of Sponsorships on the Sailing Industry
01:23:07 • 2min
CLGP's Goal to Be Profitable by the End of Season Five
01:24:58 • 2min
The PGA Tour and the Saudi Back
01:26:40 • 2min
The Live Golf PGA Merger
01:28:30 • 3min
The Future of Golf
01:31:37 • 2min
The Cost of Capital Is Unbelievable at the Moment
01:33:15 • 3min
The Impact of Business Stopping Globally
01:35:52 • 2min
The Diversification of the Audience
01:37:50 • 3min
Providence's Core Business Is an Advisory Merchant Banking Model
01:40:31 • 2min
The Importance of Investing in Your First Career
01:42:40 • 2min
The Reset in the Collectibles and All Investment World Mat
01:44:38 • 2min
The Art Market: The Best Year in 10 Years
01:46:22 • 2min
The Art Market: A Reset
01:48:44 • 2min
How to Start a Collection
01:50:30 • 2min
The Importance of Filtering
01:52:16 • 2min
The Importance of Creativity in Art
01:54:07 • 3min