Podcast
The Universal Owner — You Own It. Now You’re Lending to It (June 22, 2026)
The Universal Owner — “You own it. Now you’re lending to it.” Today’s ~7-minute audio briefing: the credit migration (Nvidia’
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The Universal Owner
Intelligence for long-horizon capital — a daily brief plus weekly long-form interviews, for sovereign wealth funds, pensions, insurers, endowments, and family offices.
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Podcast
The Universal Owner — Sunday, June 21, 2026
The Fed moved its own 2026 median dot above today's policy rate and put nine officials on record for a hike. For owners of long-duration everything, that is the week. One chart.
Podcast
The Universal Owner — Thursday, June 18, 2026
The Warsh Fed held rates, erased the last cut, and nine members now dot a hike this year. The world's largest fund just recovered $68bn from its Q1 rout. One chart.
Podcast
The Universal Owner — Sunday, June 14, 2026
Data-centre demand doubles to ~945 TWh by 2030. The universal owner sits on every side of it.
Podcast
The Universal Owner — Thursday, June 11, 2026
SpaceX's governance revolt, the first fund to walk away, and the $20 billion pressure valve in private credit — plus one chart.
Podcast
The Universal Owner — Wednesday, June 10, 2026
CalPERS retires asset-allocation targets July 1, rewires staff pay next week, and the private-credit split widens — plus one chart.
Podcast
The Universal Owner — Tuesday, June 9, 2026
Tuesday, June 9, 2026 — the daily brief for the world's long-duration owners of capital. One labour-market number has
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The Universal Owner — The Blockade Returns. The Rules of Passage Don't.
Hormuz shifts from supply disruption to an administered corridor — a scheduled blockade, a proposed 20% toll, and the war-risk insurance line where the price is actually paid. Plus Typhoon Bavi, CalPERS's 14.8%, and a 72-hour watchlist.
The Universal Owner — Hormuz Is Open on Paper. Closed in Practice.
Why the Strait's private toll is underpriced, Ukraine's second chokepoint front, and a week-long heat stress test for the AI power trade.
Japan Bets on Itself. Temasek Goes Maximum AI.
The $1.8 trillion pension signal that moved markets—and the sovereign investor targeting a 15% AI allocation.
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