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"Private equity is predicated on an illiquidity premium": KKR partner on 401ks
8 principles: Why he says stocks and bonds now fall together, the 2021 buyout vintage he expects trouble from, and the 1999 comparison he made about…
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"Ulta, which has 47 million loyalty members": Telsey Advisory Group on retail
8 insights: The word she says keeps coming up in management calls, why French luxury is weak while North America is strong, and what has to happen…
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Former NY Fed President on the Fed's outlook: "inflation magically sinks back to 2%"
5 calls: Why he reads Kevin Warsh's first hike as the start of a series, what the AI build-out has done to the neutral rate, and where diesel prices…
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AI needs "non-proliferation on steroids", says the UN General Assembly President
6 arguments: Why he wants innovators in the room rather than governments alone, what the Rohingya crisis tells him about Gaza, and how the next UN chief…
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"7,900 is still obviously above where we are now": Yardeni Research founder on his cut
6 takeaways: Why the 8,400 S&P target slid to mid-2027, what one or two more Fed hikes do to a bond market already in a rout, and why he would wait on…
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"I don't think we'll be asked to pay that bond": California AG on Paramount
11 takeaways: Why California says the federal antitrust review of Paramount-Warner Bros. was not rigorous, and what the state is preparing to do about…
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Apollo President on sports debt: "You're loaning 10, 15, 20 cents on the dollar"
7 insights: Why Apollo would rather lend to the AI build-out than own it, where the gross margin in AI actually sits, and the 10-year range he thinks…
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Former Secretary of State: the goal in Iran is normal shipping, not the nuclear program
14 arguments: Why he says there is no military way out of the war, what he wants on the table when Trump meets Xi, and the deal he thinks could be done…
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C.S. Venkatakrishnan: Barclays was on 9 of the 10 big IPOs in the first half
9 takeaways: The three forces he says are pressuring bond markets worldwide, why he calls AI the icing rather than the cake at Barclays, and what a…
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David Sacks: slow down if you want, but stop asking for antitrust waivers
7 arguments: Why he calls frontier AI a two-company duopoly, the Lina Khan statement he agrees with, and why he says the safety panic is a hoax timed to…
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Brian Moynihan: a flat trading quarter would still be one of our best ever
11 insights: Why he says the comparison is the problem rather than the business, what Bank of America spent on AI this year, and the one thing the bank…
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Ken Mulvany: changing an existing virus is within today's technology
8 insights: Why he says the real AI risk is people rather than machines, what the UK funding ladder is missing, and why he opposes an exit fee on…
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