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

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Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors · Michael Burry's 2026 Portfolio Doesn't Exist: Steal His 3-Step Method Instead · 10 Aug 2026 podcast

He was right about the market and nearly wrong about his own fund. matched

And that's the lesson that changes everything for a GP. matched

Because here's the brutal truth about our business. matched

Being early is indistinguishable from being wrong when you have a fund clock. matched

Your investors don't grade you on your thesis. matched

They grade you on your marks. matched

And if your investment period expires or your fund life runs out, or your investors gate you or your fee runway dies before your date arrives, then you are wrong, not intellectually, economically, which is the only kind that pays. matched

So hold two things in your head at the same time. matched

One, find the date. matched

And two, make sure your capital can live until that date. matched

Now let's turn that into something you can actually run on Monday. matched

So here's my thesis. matched

And this is where I part ways with the herd. matched

You cannot short private markets. matched

There is no CDS on a mid-market buyout fund. matched

There's no put on a vintage. matched

There's no ticker. matched

To bet against. matched

So every hour a GP spends watching recession content is an hour spent studying a trade they're already structurally incapable of putting on. matched

But that does not mean you can't run Bury's method. matched

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