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

So you want to look for that.

So with every single opportunity you ask, who is contractually obligated to pay me?

For how long?

And how strong is their credit?

If the answer is funny, your returns might be two.

And then there's move number two.

Climb the capital stack for protection.

So in a frothy hype driven theme, Signority is your best friend in the entire world.

Seniors secured before mezzanine.

Mezzanine before preferred and preferred before common equity.

So when you climb the stack, yeah, you give up some of the upside.

But you buy yourself protection.

You buy yourself a margin of safety.

And you buy yourself the ability to sleep at night when the headlines get messy.

And in a cycle like this one, the headlines will get messy.

In a bubble, the survivors are almost always the people who are sitting higher on the capital stack that we mentioned before than all the gamblers underneath them.

So don't be too proud to take the safer senior return on this wave, because it's enormous.

The wave is so large that the senior protected returns are still genuinely excellent.

Let the ego chase the home run.

Let your capital take the protected double over and over and over.

Showing 1421–1440 of 4,581 · page 72 of 230