Ryan Miller

speaker

4,581 appearances 12 recordings 2 series first heard Mar 2026 last heard 10 Aug

Ryan Miller’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 12 in all, peaking in Jul 2026 with 4.

Appearances

newest first · ▶ plays the moment

Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors · Michael Burry's 2026 Portfolio Doesn't Exist: Steal His 3-Step Method Instead · 10 Aug 2026 podcast

Of nine point two million. matched

He was not willing to lose the firm. matched

So if a single position in your fund can take you out, you don't have a thesis. matched

You have a hostage situation. matched

So let's put the whole thing together into how a GP actually positions. matched

Educational, not advice. matched

Take all of this from your own council and your own investment committee. matched

Instruments and structures. matched

The liquidity provider stack I just walked you through, preferred and structured equity, rescue capital, nav lending, single asset CVs, targeted secondaries, and senior secured exposure staged against that wall in 2028. matched

Then there's timing. matched

This is where most managers absolutely get clobbered. matched

So let's be precise. matched

Your deployment window has to overlap your outdated events. matched

The corporate distress calendar says 2028. matched

The LP liquidity calendar says right now. matched

But it's crowded. matched

So the structural answer for most managers is a barbell. matched

Take the crowded but live opportunity today with modest size and modest expectations and build the vehicle and the relationships now. matched

So you're staged for 2028 supply whenever it lands. matched

Then there's sizing. matched

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