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

Well every other manager is walking in with a macro forecast, you walk in with a calendar. matched

Here are the dated contractual events. matched

Here is who is forced to transact and win. matched

Here is the instrument we use. matched

Here is our maximum loss. matched

Here is why our fund structure survives until the date. matched

That is not a forecast. matched

That is an underwriting. matched

And allocators can tell the difference in about ninety seconds. matched

And remember the fundraise formula trust times the transaction equals capital coming to you. matched

Trust is showing them a calendar instead of an opinion. matched

And transaction is a structure that can still be standing whenever that date arrives. matched

Now, where could I be wrong? matched

Well, three places, and I want them on the record. matched

One, the twenty twenty eight wall gets refinanced too. matched

It just happened for twenty twenty six and twenty twenty seven. matched

A hundred matched

If credit markets stay wide open and spreads stay tight, sponsors will keep kicking that can down the road and the distress never fully lands. matched

In that world, the patient capital I'm telling you to build costs you management fees on money you never get to deploy well. matched

That's a real cost and I won't pretend otherwise. matched

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