Corporate Debt

topic on 2 shows · 3 statements across 3 episodes

Capital Allocators All-In

3 statements about Corporate Debt, every show

ALL-IN Disclosure
Chamath Palihapitiya shifts public market focus to corporate debt
“I've transitioned most of my public markets time to focus on debt.”
Chamath Palihapitiya Jun 30, 2022 ▶ 1:03:25 E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
Boehly: Media rights defaults allow immediate resale without foreclosure delays
“And what I always love about media rights, if you don't get paid, you don't have to foreclose. You just take your rights back and you go distribute them again and you have to worry about the noise over here. But if you're lending money to a company and you don…”
Todd Boehly Nov 22, 2021 ▶ 26:26 Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
CAPITAL ALLOCATORS Assertion Supported
Jensen: US Corporate Value Currently Equals 26 Years of Earnings
“If you took what it would take to pay off the corporate debt plus the corporate equity value in U.S. Equities, you're talking about 26 years if it was like a family business and you're trying to pay off your parents as you inherit this business, it would take …”
Greg Jensen Aug 12, 2021 ▶ 33:47 Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)

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