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.

newest first · ▶ plays the moment

Build the calendar. matched

Six to ten dated contractual events you can actually name. matched

Fund expires in your sector. matched

Credit maturities in your portfolio and your competitors covenant tests. matched

Nav facility dates. matched

Put a date and a dollar side on each one. matched

Then day three, compute the duration gap. matched

For each event, subtract the months until your fund can no longer act from the months until the event fires. matched

If that number is negative, you will be forced to sit out your own thesis. matched

That's the buried trap, and you just found it in an afternoon. matched

Then day four, pick the instrument. matched

For your single highest conviction dated event, write one page. matched

What do I buy? matched

Where do I sit in the stack? matched

And what is my maximum loss in dollars and what has to be true for the payoff? matched

Then day five, stress test the date. matched

Slide every event 18 months later. matched

Does your structure still work? matched

If not, the structure is the problem, not the thesis. matched

Then day six, fix the structure. matched

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