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 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jul 2026 with 4.
Appearances
In private markets, floating rate private credit with real covenants and collateral is debasement aware structure.
You lend at rates that reset, secured by real assets with protections that don't evaporate once the currency does.
And this is your capital raising edge.
And I want you to hear me.
Your LPs, the family offices, the pension funds, the endowments, they are starting at the same fiscal math you are.
They are desperate for managers who can protect real purchasing power, not just nominal returns.
The manager who can articulate a coherent, rigorous debasement thesis and offer real asset inflation aware exposure is the manager who raised capital in this environment.
That's the fundraise formula in action.
Capital equals trust times a transaction.
In a debasement, the trust that raises your next fund is the trust that you understand what's happening to the money itself.
And you've built the vehicle to protect against it.
Now let me do what the doom channels never do.
Steel man the other side.
Because if you can't argue against your own thesis, do you really own it?
And an allocator has to hold both.
The strongest case against everything I said just goes like this.
One, the U.S.
has the deepest, most liquid capital markets in human history, and there is still no real alternative to the dollar.
Europe has its own debt problems.
China has capital controls and a closed system.
Showing 941–960 of 4,581 · page 48 of 230
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