Podcast
The Universal Owner — Saturday, June 6, 2026
A Blackstone- and CPP-backed operator pledges $30bn for India data centres, Gulf funds keep spending — and the real ceiling is power, not money. Plus one chart.
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The Universal Owner — Friday, June 5, 2026
The FSB names two fresh dangers, private-credit defaults hit a record, and the world's largest fund's ethics machine is paused — plus one chart.
Podcast
# The Universal Owner — Thursday, June 4, 2026
Sovereign capital flowed to developed markets even as reserve managers trimmed the dollar — and one chart.
Podcast
The Universal Owner — Wednesday, June 3, 2026
Alaska trims, Washington builds, the FSB warns — and one chart.
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.
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