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Companies

Blackstone

Mentioned in 40 analyzed podcast episodes across 10 shows

# Blackstone A major private equity and alternative asset management firm prominently discussed across podcasts for its diversified investments spanning real estate acquisition (single-family homes and properties in Spain), data center development, private credit exposure, and portfolio company operations in sectors including home services and healthcare. Podcast mentions frequently focus on Blackstone's financial performance—including recent stock declines and underperformance amid market volatility and AI disruption concerns—as well as its expanding role in emerging sectors like AI consulting partnerships and infrastructure projects.

Episode Mentions

Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast · Apr 13, 2026

Private Credit & Private Equity Continue to Get Crushed 4-13-26

Largest PE/alternative fund company with $1T+ AUM, down 25.5% year-to-date

Private Equity Market PerformancePrivate Credit Market TrendsAlternative Asset Management Valuations
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How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 8, 2026

E343: The Death of the 60/40 Portfolio (And What Comes Next)

Mega-fund example representing concentration of capital in large private equity firms

Trend-Following StrategiesPortfolio Construction and Rebalancing60/40 Portfolio Obsolescence
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Planet Money

Planet Money · Apr 8, 2026

A pro-worker experiment in private equity

Major PE firm rolling out similar worker equity programs following KKR's model and results

Private Equity Worker Ownership ProgramsEmployee Equity Compensation StructuresManufacturing Sector Labor Retention
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Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast · Apr 7, 2026

Intel vs Private Equity 4-7-26

Major alternative asset manager down 25-30% YTD, reflecting broader PE sector challenges

Intel CEO Replacement and Leadership ChangePrivate Equity Performance in 2026Strategic Asset Buybacks
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Big Technology Podcast

Big Technology Podcast · Apr 4, 2026

OpenAI buys TBPN, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure

Large private credit provider; owns QTS data centers; funding AI infrastructure while PE portfolio faces disruption

OpenAI Media Strategy and TBPN AcquisitionAI Narrative and Public Perception ManagementSpaceX IPO Valuation and Capital Markets Impact
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Mar 31, 2026

Mad Money w/ Jim Cramer 3/31/26

Private equity firm benefiting from market stabilization and potential deal activity resumption post-war volatility

Iran Nuclear Negotiations and Geopolitical RiskCommodity Price Inflation from War (Oil, Fertilizer, Polyethylene, Aluminum)Federal Reserve Rate Cut Expectations
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Moonshots with Peter Diamandis

Moonshots with Peter Diamandis · Mar 31, 2026

Uber CEO on Winning the Robotaxi Race, the End of Car Ownership, and Uber’s Next $1 Trillion Bet | Dara Khosrowshahi (Uber CEO) | 243

Example of financial players expected to own autonomous vehicle fleets in asset-light model

Robotaxi race strategyAutonomous vehicle partnershipsPlatform vs vertical integration
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TBPN

TBPN · Mar 24, 2026

Hill & Valley Gigastream, Apple's Next CEO, OpenAI's Non-Profit | Scott Nolan, Sarah Guo, Casey Handmer, Shaun Maguire, Delian Asparouhov, Zach Dell, Ryan Petersen, and Chase Lochmiller

Experienced redemption pressures in private credit funds alongside other major firms

Apple CEO succession planningAI infrastructure bottlenecksPrivate credit market stress
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Big Technology Podcast

Big Technology Podcast · Mar 18, 2026

Are We Screwed If AI Works? — With Andrew Ross Sorkin

Raised redemption cap on BCRED private credit fund to meet record withdrawal requests

AI-driven unemployment and economic disruptionPrivate credit market instabilityFederal Reserve independence
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The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · Mar 13, 2026

Pro-Worker AI

In talks with Anthropic and OpenAI for AI consulting ventures; seeking to deliver services to portfolio companies

Pro-Worker AI vs. Automation AIAI-Related Workforce Displacement and LayoffsFrontier Large Language Model Competition
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CNBC's "Fast Money"

CNBC's "Fast Money" · Mar 2, 2026

Stocks Stage Comeback Amid U.S.-Iran Conflict… And Jamie Dimon’s Credit Concerns 3/2/26

Private credit exposure; stock reversed higher after two-week selloff on Jamie Dimon's credit cycle commentary

U.S.-Iran Military Conflict and Strait of Hormuz ClosureOil Price Volatility and Energy Market Supply ShocksPrivate Credit Cycle and Banking Sector Exposure
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CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 27, 2026

Credit Concerns Hit Banks, Private Equity… And Opportunities In The Software Selloff 2/27/25

Private equity firm down significantly on opacity concerns around NDFI lending exposure

Credit Market Stress and Banking Sector SelloffAI Job Displacement and Workforce AutomationPrivate Credit and NDFI Lending Risks
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Hard Fork

Hard Fork · Feb 27, 2026

Is A.I. Eating the Labor Market? + The Latest on the Pentagon, OpenClaw and Alpha School

Experienced significant stock price drop after AI disruption essay publication

AI Economic ImpactStock Market VolatilityJob Displacement and Automation
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Marketplace

Marketplace · Feb 26, 2026

A private credit market boom

Major private equity firm affected by recent private credit market downturn

Private Credit Market Growth and Systemic RiskAI Disruption in Software IndustryPost-Crisis Bank Regulation and Lending
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Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast · Feb 26, 2026

Is the Era of Private Equity Over? 2-26-26

Major PE fund down 25% year-to-date, cited as example of big fund underperformance

Private Equity Fund PerformanceExit Market ChallengesPE Portfolio Valuations
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Animal Spirits Podcast

Animal Spirits Podcast · Feb 25, 2026

Everyone Hates AI (EP. 453)

In 43% drawdown; Michael bought Friday, down 7%; private markets getting slaughtered; monthly inflows down 45%

AI Job Displacement and White-Collar Labor Market DisruptionTech Stock Valuation and Market Rotation DynamicsPrivate Credit Crisis and Blue Owl Redemptions
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Macroaggressions

Macroaggressions · Feb 25, 2026

#624: Bulls, Bears, & Birds

Participated in Bulls, Bears, and Birds symposium on financial industry pandemic preparedness

Johns Hopkins Center for Civilian Biodefense Strategies and UPMC Center for Health Security institutional historyAvian influenza (H5N1) pandemic simulation and scenario planningFederal bioterrorism funding growth and industry creation (1998-2003)
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Breaking Points with Krystal and Saagar

Breaking Points with Krystal and Saagar · Feb 24, 2026

2/24/26: Ro Khanna Sounds Off On DNC, Markets Crash, AI Exec Loses Control Of Bot, UFO Files

Named in Citrini post as vulnerable to AI disruption of financial services

DNC Transparency and Gaza Policy ImpactIran War Powers Resolution and Congressional AuthorizationEpstein Files Suppression and DOJ Redaction
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Morning Brew Daily

Morning Brew Daily · Feb 19, 2026

Zuckerberg Answers if Social Media is Addictive & The Rich Are Having More Babies Again

Leading $600 million investment in local Indian AI company at India AI summit

Social Media Addiction LitigationMeta Platform RegulationPrediction Markets Regulation
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No es el fin del mundo

No es el fin del mundo · Feb 19, 2026

253. La crisis de la vivienda en España, un problema global

Major investment fund with aggressive real estate acquisition strategy in Spain, exemplifying institutional investor impact on housing markets

Housing affordability crisis in Spain and EuropeSocial housing models and public intervention strategiesUrban planning and city density optimization
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The Daily Beans

The Daily Beans · Feb 13, 2026

Crabs In A Bucket (feat. John Fugelsang)

Owner of data center company building facility on wetlands in Richmond County, Georgia near residential areas

First Amendment protections for military retirees and political speechVoter suppression legislation and documentary proof of citizenship requirementsDepartment of Homeland Security appropriations and shutdown mechanics
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The DSR Network

The DSR Network · Feb 11, 2026

DSR Daily February 11: Immigration Enforcement Heads Under Fire in House Hearing

Backed Moderna's flu vaccine study with $750 million investment that was rejected by FDA under new HHS leadership

Immigration Enforcement OversightCongressional Accountability MechanismsFDA Drug Approval Process
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The DSR Daily

The DSR Daily · Feb 11, 2026

February 11: Immigration Enforcement Heads Under Fire in House Hearing

Provided $750 million investment backing Moderna's mRNA flu vaccine clinical trial that was rejected by FDA

Immigration Enforcement OversightFederal Agency AccountabilitymRNA Vaccine Policy
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The Riley Gaines Show

The Riley Gaines Show · Feb 6, 2026

Why Gen Z Women are FINALLY Waking Up ft. Isabel Brown | The Riley Gaines Show

Large corporation purchasing single-family homes; Trump administration considering bans on such corporate acquisitions

Trump Accounts (investment accounts for babies born 2025-2028)Gen Z women political engagement and messaging strategiesAffordability crisis for young Americans (housing, groceries, student debt)
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Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)

Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing) · Jan 23, 2026

Sahil Bloom: How Entrepreneurs Build Real Wealth Beyond Money | Entrepreneurship | YAPLive

Five types of wealth frameworkLife razor concept for decision makingEnergy calendar for productivity optimization
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Jan 23, 2026

Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

AI Infrastructure InvestmentFederal vs State AI RegulationUS-China AI Competition
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TBPN

TBPN · Jan 23, 2026

Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN

Fintech acquisitions and consolidationDavos World Economic Forum analysisAI revenue growth and infrastructure costs
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The Joe Rogan Experience

The Joe Rogan Experience · Jan 13, 2026

#2437 - Rand Paul

Referenced as example of corporate real estate investment firms buying single-family homes and leasing them, raising affordability concerns

COVID-19 Pandemic Response and Fauci CriticismNatural Immunity vs. Vaccine MandatesGain-of-Function Research Funding
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REAL AF with Andy Frisella

REAL AF with Andy Frisella · Jan 13, 2026

989. Andy & DJ CTI: Biden Admin Likely To Pay Out $84.6M In Error For Minnesota Housing Assistance, 10% Cap On Credit Cards & NYC Hospital Accuses Nurses Union Of Protecting Drunk And Stoned Staffers

Government financial mismanagementCredit card interest rate regulationImmigration enforcement protests
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The Tucker Carlson Show

The Tucker Carlson Show · Jan 9, 2026

James Fishback on DeSantis’s Attack on Free Speech, Randy Fine’s Bloodlust, & America Last Globalism

Private equity firm accused of systematically buying single-family homes and displacing American families through rental models

H1B Visa Program Labor ArbitrageForeign Student Visa Policy (600,000 Chinese students)State Pension Fund Geopolitical Investment
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The Matt Walsh Show

The Matt Walsh Show · Jan 8, 2026

Ep. 1714 - Democrats Want To Turn The ICE Shooting Into Another George Floyd Moment

Criticized for owning approximately 80,000 single-family homes across the U.S., exemplifying corporate consolidation of residential real estate

ICE enforcement and immigration policySelf-defense law and police use of forceDemocratic political strategy and messaging
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The Compound and Friends

The Compound and Friends · Jan 2, 2026

Welcome to 2026

One of host's largest positions; private credit and alternative assets exposure; fringe players facing failures

Turnaround Stock Candidates for 2026Lululemon Activist Proxy Fight and Brand DeclineNike Recovery Thesis and Caitlin Clark Endorsement
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3 Takeaways™

3 Takeaways™ · Dec 23, 2025

Highlights of 2025 (#281)

President John Gray shared career advice emphasizing hard work, passion, and entrepreneurial mindset

US-China Strategic CompetitionPolitical Polarization and Media EcosystemsAI Safety and Trust Architecture
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The Home Service Expert Podcast

The Home Service Expert Podcast · Dec 8, 2025

Why Most Deals Fail with Shark Tank's Kevin O'Leary

Major private equity firm mentioned as example of PE companies entering home service industry without understanding culture

Recurring Revenue Business ModelsHome Service Industry EconomicsInvestment Criteria and Due Diligence
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Search Engine

Search Engine · Nov 21, 2025

Colossus 2

Major private equity lender to data center projects, buying debt and owning data center companies

AI Data Center Financing and Debt BubblesGPU Obsolescence and Collateral RiskNvidia Chip Supply Chain and Pricing
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The Mello Millionaire with Tommy Mello

The Mello Millionaire with Tommy Mello · Nov 14, 2025

Why Most Deals Fail with Shark Tank's Kevin O'Leary

Major private equity firm mentioned as example of PE companies acquiring home service businesses

Why Private Equity Deals FailFounder Retention in M&A TransactionsRecurring Revenue Business Models
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The Tim Dillon Show

The Tim Dillon Show · Oct 11, 2025

465 - Marjorie Taylor Greene Emergency Podcast

Criticized for institutional real estate purchases preventing young Americans from homeownership through bidding war competition

Epstein Files Transparency and Government AccountabilityHealthcare Cost Crisis and ACA Tax Credit ExpirationForeign Aid Spending vs. Domestic Priorities
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The $100M Entrepreneur Podcast

The $100M Entrepreneur Podcast · Sep 24, 2025

Building a Business That Can Work Without You in It w/ Simon Squibb

One of three major investment firms (with State Street and Vanguard) making money from social media platforms

Building Businesses That Work Without YouEquity Compensation and Employee OwnershipPersonal Branding Strategy and Execution
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The Mello Millionaire with Tommy Mello

The Mello Millionaire with Tommy Mello · Sep 19, 2025

The Power of Intuition in Business with Harvard Business Professor Laura Huang

Referenced as example of private equity firm with successful deal portfolio to study

Intuition and gut feel in business decision-makingEntrepreneurship and competitive advantageVenture capital and investment decision-making
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The Tim Dillon Show

The Tim Dillon Show · Aug 2, 2025

456 - Auctioning America, Ghislaine’s Makeover & Sydney Sweeney’s White Naturals

Real estate investment firm mentioned alongside BlackRock as institutional investor driving housing crisis

Epstein Documents Suppression and Classified InformationContent Moderation and Hate Speech PolicyHousing Crisis and Institutional Real Estate Investment
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