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 · AI Is a Bubble — How the Smart Money Is Quietly Getting Rich Underneath It · 13 Jul 2026 podcast

Think of it as a ladder.

And at the top of the ladder is the safest, most asset backed money.

At the bottom is the most speculative, equity-like money.

Five wrongs.

And understand these wrongs.

And I promise you, you'll start seeing deals completely different than 99% of the investors out there.

So there's wrong one, the top of the stack, the safest.

Senior secured infrastructure debt.

This is lending money against a real physical hard asset, a data center, a power plant, a sub.

Substation where you hold the senior position.

You're secured by the asset itself.

And ideally, there's a long-term contract underpinning cash flow.

So if everything goes wrong and investing, you can always plan for everything to go wrong at least once.

You're the first in line and you're holding hard collateral.

This behaves like infrastructure.

Contracted senior asset backed.

It is the polar opposite of a meme stock.

And here's the part that should get your attention.

Because this whole sector needs so much capital so fast, the returns on this senior protected money are far better than what senior secured lending normally pays.

You're quite literally getting compensated like it's risky for taking risk that's structurally quite low.

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