Podcast
The Universal Owner — Wednesday, June 3, 2026
Alaska trims, Washington builds, the FSB warns — and one chart.
Topic
Podcast
Coverage, charts, video and research on Podcast for universal owners.
Latest in Podcast
Podcast
The Universal Owner — Tuesday, June 2, 2026
A faster pace than the prior five years, the Strait shut — and one chart.
Podcast
The Universal Owner — Monday, June 1, 2026
Official PMI stalls at 50.0, the private survey jumps to 51.8 — and one chart.
Podcast
# The Universal Owner — Saturday, May 30, 2026
Wall Street closed May at records, the curve rallied, and the ECB called the calm borrowed — plus a wall-to-wall data week, and one chart.
Podcast
# The Universal Owner — Friday, May 29, 2026
Every AI-governance proposal lost, the biggest fund couldn't move it, and one chart.
Podcast
The Universal Owner — Thursday, May 28, 2026
A "tilt home" decision in Seoul, a $4.2bn AI bet from Jakarta, and one chart of the new mega-allocator policy mix.
Podcast
The Universal Owner — Wednesday, May 27, 2026
A 17% PE target, a new 8% private-credit bucket, the FSB's first private-credit warning — and one chart.
Podcast
The Allocator Briefing — Tuesday, May 26, 2026
$15tn in state hands, the Gulf 7 at 43% of all dealmaking, Indonesia joins — and one chart.
Podcast
The Allocator Briefing — Monday, May 25, 2026
30-year yields hit multi-decade highs from Tokyo to London on an oil shock. Brussels cuts growth, Jakarta hikes, and AI's power bill keeps rising. One chart, one take.
Podcast
The Allocator Briefing — Friday, May 22, 2026
Fitch puts US private-credit defaults at a record 6%, with most stress hidden in PIK. The Big Three split their stewardship. The Fed reshuffles its fears. One chart, one take.
The Daily Brief
The morning briefing for the people who allocate long-horizon capital.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
Five minutes, five days a week. Complimentary — subscriptions are reviewed by our editorial desk, and you'll receive a notice once approved.
You’re on the list. Tomorrow’s brief will arrive in your inbox.
Please enter a valid email.