Create your account

Analyse episodes, create alerts, spot trends before they go mainstream

Already have an account? Sign in

Companies

Blackstone

Mentioned in 69 analyzed podcast episodes across 10 shows

A major private equity and alternative assets firm heavily involved in real estate acquisition strategies across multiple markets, including single-family homes and data center projects. Blackstone has faced significant financial headwinds in recent years, including substantial portfolio losses tied to private credit exposure and AI market disruption, making it a frequent reference point in podcasts discussing private equity underperformance and market volatility. The firm has also pursued strategic investments in emerging sectors like AI consulting and life sciences, including a $750 million backing of Moderna's mRNA vaccine development.

Episode Mentions

Raging Moderates with Scott Galloway and Jessica Tarlov

Raging Moderates with Scott Galloway and Jessica Tarlov · May 14, 2026

Trump Sucks Up to Xi, But Doesn’t Care About Americans’ Financial Pain

CEO Stephen Schwarzman attended summit as part of corporate delegation prioritizing shareholder value in China negotiations

Trump-Xi Summit GeopoliticsTaiwan Military Threat AssessmentUS-China Trade and Chip Competition
View Analysis
Prof G Markets

Prof G Markets · May 14, 2026

AI Skeptic: This Business Makes No Sense

CEO Stephen Schwarzman attended Trump's Beijing summit for China market access negotiations

AI Revenue Recognition and Accounting PracticesData Center Buildout and Infrastructure ConstraintsAI Model Inference Economics and Cost Structures
View Analysis
TBPN

TBPN · May 13, 2026

Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN

Stephen Schwartzman attended summit as major investment firm representative

Trump-Xi Summit GeopoliticsUS-China Semiconductor Export ControlsAI Model Parity and China's Development Timeline
View Analysis
The AI Daily Brief: Artificial Intelligence News and Analysis

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

In Defense of Tokenmaxxing

In talks with Google for private equity partnership to deploy Google AI products across portfolio companies

Token Maxing and Incentive StructuresAssisted AI vs. Agentic AI Paradigm ShiftEnterprise AI Adoption and Experimentation
View Analysis
PBD Podcast

PBD Podcast · May 13, 2026

Trump-Xi Summit + Iran’s $10 Trillion Threat | PBD #798

Acquired majority stake in Reese Witherspoon's media company for $900M in 2020

Trump-Xi Summit Strategy and Economic NegotiationsIran Undersea Cable Threat and Strait of Hormuz ControlCPI Inflation and Energy Price Drivers
View Analysis
The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · May 8, 2026

The Week the AI Story Shifted

Financial partner in OpenAI's $10B enterprise AI joint venture

AI Job Displacement and Economic DisruptionEnterprise AI Deployment and IntegrationAI Infrastructure Investment and Data Centers
View Analysis
Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)

Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing) · May 8, 2026

Elena Cardone: The Mindset Shift That Built a Billion-Dollar Business | Entrepreneurship | YAPClassic

Major investment firm mentioned as competitor bidding on institutional-grade properties alongside Grant Cardone

Mindset shifts required for wealth buildingLimiting money beliefs and how to overcome themCouple dynamics and partnership alignment in business
View Analysis
The Information's TITV

The Information's TITV · May 6, 2026

AMD Revenue Jumps 38%, Anthropic’s $200B Google Deal, & OpenAI President Greg Brockman on Elon Musk

In talks with Google and other private equity firms to distribute AI to portfolio companies

AMD Data Center CPU GrowthAgentic AI Infrastructure RequirementsAnthropic-Google Commercial Relationship
View Analysis
YPO Technology Network AI Brief

YPO Technology Network AI Brief · May 6, 2026

Anthropic Buys Distribution Through Private Equity

PE firm investing ~$300M and providing portfolio company distribution network for Claude deployment

Enterprise AI Deployment ComplexityAI Distribution and Go-to-Market StrategyPrivate Equity AI Standardization
View Analysis
Bloomberg Daybreak: Europe Edition

Bloomberg Daybreak: Europe Edition · May 6, 2026

Trump Halts Hormuz Effort, Anthropic Targets Wall St, Germany’s Power Struggle

Co-founding joint venture with Anthropic and Goldman Sachs to accelerate AI adoption in financial industry.

Iran Nuclear Negotiations and Strait of Hormuz BlockadeProject Freedom Military Operation ReversalAI Agents for Financial Services
View Analysis
The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · May 5, 2026

Why OpenAI and Anthropic Are Becoming Consultants

Leading investor in Anthropic's AI consulting joint venture with $300M commitment

AI Model Vetting and Government RegulationEnterprise AI Deployment ConsultingOrganizational Readiness and Change Management
View Analysis
La Estrategia del Día México

La Estrategia del Día México · May 5, 2026

Los ‘cómos’ del Plan México, Amazon Vs. FedEx y UPS, Fibra Next y Anthropic

Co-founded AI services company with Goldman Sachs and Anthropic for enterprise AI deployment

Plan México implementation and bureaucratic reformInvestment approval acceleration mechanismsForeign trade single-window procedures
View Analysis
The a16z Show

The a16z Show · May 5, 2026

Building Blackstone, Backing Costco, with Tony James

Primary focus; grew from $14B to $1T AUM under James's leadership as President; IPO and public company transformation discussed.

Building and scaling investment firms across decadesMerchant banking and principal investing strategyPrivate equity and LBO market evolution (1980s-2000s)
View Analysis
The Home Service Expert Podcast

The Home Service Expert Podcast · May 4, 2026

From Sales Rep to $28M: What Jordan White Learned Building Seek One Roofing

Private equity firm mentioned as acquirer of roofing businesses

Roofing business model diversification (retail vs. re-roofing vs. new construction)Insurance claims and hail damage market dynamicsSales team recruitment and A-player identification
View Analysis
How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 29, 2026

E358: The Woman Behind the World's Top GP Brands | Jen Prosek

Referenced as leader in retail marketing through LinkedIn content and founder visibility, reaching wealth advisors and HNW individuals

Brand building in financial servicesGP marketing strategy and differentiationRetail capital distribution channels
View Analysis
Prof G Markets

Prof G Markets · Apr 29, 2026

Data Center Debate: Are Energy Bills About To Explode?

Infrastructure fund investing in utilities, TDSPs, land developers, and infrastructure components to support data center buildout

AI Data Center Energy Demand and Grid CapacityPower Grid Stability and Voltage Ride-Through IssuesInterruptible Tariffs and Grid-Responsive Load Management
View Analysis
How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 28, 2026

E357: CalSTRS CIO: Where Do You Invest $390 Billion Today?

Referenced as example of large internal asset management operation CalSTRS chose not to replicate internally

AI transformation and technology disruption across industriesPortfolio diversification strategies in high-correlation environmentsInfrastructure and energy transition investment opportunities
View Analysis
How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 27, 2026

E356: Why Co-Investments Are Taking Over Private Equity

Mentioned as source of blue-chip professionals transitioning to independent sponsor model

Private Equity Co-Investment Market GrowthIndependent Sponsor Model EconomicsBlind Pool Fund Alternatives
View Analysis
The David Lin Report

The David Lin Report · Apr 25, 2026

'Biggest Money Printing In Human Existence'; These Assets Blow Up Next | Jay Singh

Private equity firm marking Medallia deal down to 70 cents; exposed to private credit deterioration

Iran War Geopolitical Risk & Strait of Hormuz Supply Chain DisruptionPrivate Credit Market Stress & Leveraged Finance DefaultsMoney Printing & Monetary Policy Expansion
View Analysis
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Apr 24, 2026

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

Refused to extend lifeline to Medallia, contributing to Thoma Bravo's decision to hand over company

SpaceX-Cursor Acquisition Deal StructureAI Coding Model Competition (Grok vs Claude vs GPT)SaaS Valuation Compression and Debt Impairment
View Analysis
TBPN

TBPN · Apr 23, 2026

Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN

Debt holder in Medallia with $3B exposure; head of private credit acknowledged execution-driven underperformance

Private Equity Software WritedownsAI Disruption of Legacy SaaSMedallia Restructuring and Debt Crisis
View Analysis
Vital Dawn

Vital Dawn · Apr 23, 2026

Vital Dawn Podcast for Thursday April 23

Scheduled to report earnings before market open on April 23rd

Semiconductor Earnings and AI ExposureSoftware Sector Weakness and Margin PressureTesla Q1 Earnings and CapEx Guidance
View Analysis
The Powers That Be: Daily

The Powers That Be: Daily · Apr 22, 2026

Wall Street’s Iran Bump

Major private credit player benefiting from Wall Street's ceded territory; experiencing redemption pressures

Wall Street Banking ProfitabilityIran Conflict and Energy MarketsInterest Rate Policy and Fed Independence
View Analysis
Animal Spirits Podcast

Animal Spirits Podcast · Apr 15, 2026

Everyone Back in the Boat (EP. 460)

Alternative asset manager bouncing aggressively; private credit concerns subsiding

Tax Alpha vs. Market Alpha in Wealth ManagementIRS Workforce Reduction and Tax Compliance RiskSoftware Sector Collapse and Semiconductor Dominance
View Analysis
America At Night with McGraw Milhaven

America At Night with McGraw Milhaven · Apr 15, 2026

Scott MacFarlane on the CBS Exit, Danielle DiMartino Booth on AI and Financial Risks, Judd Isbell on the Mount Vernon Trail

Cited as major private equity firm operating in shadow banking sector outside regulatory purview

Congressional Ethics and AccountabilitySexual Misconduct in GovernmentShadow Banking and Private Credit Markets
View Analysis
Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 14, 2026

Mad Money w/ Jim Cramer 4/14/26

Private equity giant with private credit business; CEO Larry Fink bullish on solar and oil price impacts

Market Psychology and Fear-Driven SellingBond Yields and Interest Rate Impact on EquitiesDiscounted Growth Stock Screening Methodology
View Analysis
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
View Analysis
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
View Analysis
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
View Analysis
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
View Analysis
Macrodosing: Arian Foster and PFT Commenter

Macrodosing: Arian Foster and PFT Commenter · Apr 7, 2026

Masters Week Is Upon Us | April 7, 2026

Private equity firm sponsoring golfer Tommy Fleetwood at Masters Week

Masters Week collectibles and merchandise strategyAugusta National gnome resale market economicsJake Paul blackface comedy controversy
View Analysis
No Laying Up - Golf Podcast

No Laying Up - Golf Podcast · Apr 6, 2026

1139: Early Augusta Notes + Lauren Wins In Vegas (and calls in!)

New hat sponsor for Tommy Fleetwood; sponsorship deal announced with custom logo design

Golf Course Setup and Difficulty StandardsLPGA Tour Equipment and TechnologyWomen's Professional Golf Investment
View Analysis
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
View Analysis
The Shotgun Start

The Shotgun Start · Apr 1, 2026

Tiger police report and decision to step away, ANWA’s quirky format, and Kelce on Masters call

Private equity firm sponsoring Tommy Fleetwood's hat, representing new corporate sponsorship trend in golf

Tiger Woods DUI arrest and painkiller dependencePGA Tour leadership and governanceAugusta National Women's Amateur format and competitiveness
View Analysis
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
View Analysis
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
View Analysis
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
View Analysis
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
View Analysis
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
View Analysis
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
View Analysis
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
View Analysis
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
View Analysis
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
View Analysis
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
View Analysis
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
View Analysis
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)
View Analysis
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
View Analysis
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
View Analysis
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
View Analysis
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
View Analysis