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23:48LONG
“the wealth channel... they're underexposed to private alternatives relative to, say, a pension fund at, call it, 40% or an endowment at 50%. So at 3 to 5%,…”
@Invest Like the Best
Wealth-channel money floods private markets, taking allocations from 3-5% toward pension-like 40-50%
BXLONG@ $166.82
$127.40-23.63%
since call Jul 15
“We did Affirm, Max Levchin's company... a $20 billion partnership with them where we formed a joint venture with them so they could originate more assets and…”
@Invest Like the Best
Affirm-style asset originators scale faster via off-balance-sheet JVs, boosting their operating leverage
AFRMLONG@ $64.01
$69.83+9.09%
since call Jul 15
peak +34.4%
55:53LONG
“we started doing data centers back in 2017 with, with Airtrunk... which is actually just got bought by Blackstone for, I think, $16 billion or something like…”
@Invest Like the Best
Data center demand driven by AI power constraints is a multi-year build-out theme
NVDALONG@ $161.17
$199.31+23.67%
since call Jul 15
peak +30.4%
TIMESTAMPS
23:48
54:02
55:53