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.

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recordings per month · last 12 months

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

Appearances

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Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors · The US Debt Collapse Everyone Predicts Is Wrong · 27 Jul 2026 podcast

The prize is real assets with two properties at once.

Scarcity the government can't manufacture and cash flows that reset with inflation.

Regulated infrastructure, power, water, transmission, toll roads, that often has rate structures that adjust with inflation, which means the currency can fall and your income rises to meet it.

Real estate is only a debasement hedge if it has genuine pricing power.

A building with long, flat leases and no ability to raise rents is just a levered bond in disguise.

And it gets confiscated in the exact same way.

Farmland and energy reserves are scarce by nature.

The discipline is to ask of every real asset, does its cash flow reset when dollars fail or is it frozen?

See, frozen cash flow in a debasement is not protection.

It's a slow bleed wearing the costume of safety.

And a word on sizing and timing, because this is where discipline separates the professionals from the doom buyers, or as I like to say, the fun titans from the fun tourists.

This is not sell everything and hide in gold.

That's not positioning.

That's a panic attack with a thesis attached.

The move is a deliberate tilt, enough real asset and monetary hedge exposure that a decade of negative real rates can't quietly gut your LPs.

Well, you keep real productive exposure to the economy, so you're not betting everything on a catastrophe.

And you build it in the quiet, not in panic.

And the worst time to reach for these hedges is the day the repression is finally obvious to everyone, because then the price already reflects it.

You want to be early and boring, not late and desperate.

Then there's move four, and this closes the loop back into your fund.

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