Ian Charles
10 statements across 2 episodes · 3 bullish · 3 bearish · 1 people on the record · first statement Dec 6, 2021 by Ian Charles · said 9 times in 4 episodes since 2021 · across every show →
On the record as a speaker too: Ian Charles's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Chad Hutchinson (5), Ted Seides (4)
tap a year for its mentions
2025 1 mention in 1 episode
2023 6 mentions in 2 episodes 3 per episode
Everything said about Ian Charles, oldest first
Dec 6, 2021
Forced selling impairs long-term asset returns by establishing depressed transaction comps
“Forced selling is one of the ways you impair long-term returns. If you go through a phase of forced selling, you get bad prints and it suppresses price appreciation until you can get inertia back in a positive direction.”
Dec 6, 2021 bullish
Dec 6, 2021 bullish
Dec 6, 2021 bullish
Dec 6, 2021 negative
Dec 6, 2021
North American sports leagues restrict franchise debt to an average 14% LTV
“So an owner is not allowed to use their team as a piece of collateral on a loan. And the leagues regulate maximum leverage at the franchise level to the point at which across the big four North American leagues, the average loan to value is about 13, 14%, whic…”
Dec 6, 2021 neutral
Feb 10, 2025 bearish
Feb 10, 2025 negative
Charles: Only a third of mega PE firms have true competitive advantages
“If you have firm level OCAs that are transferable across strategies and across markets, you can be a high conviction alpha generator across products Across industries, size strata, but it is rare. I bet only about a third of those level nine and level 10 firms…”
Feb 10, 2025 neutral
Charles: Some PE Wealth Products Will Deliver Expensive Beta, Not Alpha
“If the packaging costs more than the alpha, then we're just selling people a bunch of really expensive beta, and that's not good. I think some firms are going to do a really great job helping bring some of the benefits of this asset class to a much broader par…”