FUND MANAGERS: Your Competitors Will Overtake You If You Miss These Macro Signals

episode

Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

More from 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 28 min · 10 Aug 2026

How Funds Use AI to Beat Rivals 35 min · 03 Aug 2026

The US Debt Collapse Everyone Predicts Is Wrong 27 min · 27 Jul 2026

Matt Ober: How Dan Loeb's Fmr Data Chief Finds an Unfair Edge in Funds 26 min · 20 Jul 2026

AI Is a Bubble — How the Smart Money Is Quietly Getting Rich Underneath It 23 min · 13 Jul 2026

Why 1 in 3 Fund Partnerships Fail: 3 Strategies to Survive 25 min · 06 Jul 2026

All episodes from Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors →

Report any issue

Source

Recorded22 Dec 2025

Publisherfeeds.buzzsprout.com

Handlerec:14842805

Show notes

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co/frc2-apply"DOWNLOAD "The Dollar Empire Private Markets Playbook"https://go.fundraisecapital.co/dollar-empire-playbookThe financial world is fixated on the wrong metrics. While the media screams about US debt and the trade deficit, these perceived weaknesses are actually the hidden engines driving trillions of dollars directly into private equity, private credit, and venture capital. This is not theory—it's accounting.In this deep-dive masterclass on global macro strategy and private market investing, Ryan Miller rips the curtain back on the Balance of Payments (BOP)—the true master ledger of global power. If you are a fund manager or deal syndicator, you need to know exactly how the Current Account deficit forces foreign capital to buy your deals. The world isn't collapsing; it's buying American assets, and your fund is the mechanism.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/X: https://x.com/_MakingBillionsWebsite: Pure Tested Peptides - GLP-3, BPC 157, CJC-1295, ipamorelin, ss-31, epithalon, SLU-pp-332 99% pure research peptides for longevity muscle and metabolic healthSupport the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient’s state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.