169. Spin-Offs, Reverse M&A, and Wellness: The Logic of Recent Consumer M&A Deals (Fererro Buying Kellogg and Kraft Heinz Breakup)

169. Spin-Offs, Reverse M&A, and Wellness: Th...

Kristen and JenKristen and Jen

Up next

Private Credit: Even Apollo's Trapped Investors. Here's Exactly What You Need to Know

Send us Fan MailPrivate credit is all over the headlines — and all over your social media feed. Apollo just gated redemptions, Moody's stripped KKR's credit fund of its investment grade status, and Bill Maher is talking about it on late night TV. But what's actually going on bene ...  Show more

 . 54min 23sec
Private Credit UPDATE: Is this 2008 all over again?

Send us Fan MailIf you read the headlines about Private Credit, it feels like we're on the verge of another Global Financial Crisis. So, are we? In this Private Credit "state of the union" episode, we break down the structural differences between today's private credit market and ...  Show more

 . 50min 57sec

Recommended Episodes

Renishaw: The Precision Pioneers - [Business Breakdowns, EP.181]
Business Breakdowns

Today, we are breaking down Renishaw, a leading supplier of measuring and manufacturing systems, specifically focused on accuracy and precision. What does that mean in layman's terms? Renishaw is a picks and shovels provider to many of the fastest-growing end markets in the world ...  Show more

 . 50min 28sec
Phil Huber: The Case for Private Credit - [Making Markets, REPLAY]
Making Markets

Today we are replaying my conversation with Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked ...  Show more

 . 43min 56sec
Cintas: Rags to Riches - [Business Breakdowns, EP.173]
Business Breakdowns

This is Zack Fuss. Today, we are breaking down Cintas Corporation. It is America's largest uniform rental company, and for around $1.50 per worker per day, Cintas will collect, clean, and replace uniforms for organizations in industries such as lodging, hospitality, entertainment ...  Show more

 . 46min 10sec
Prof G Markets: (HBO) Max, Chipotle & Cava’s IPO, Private Equity’s Public Sales, and the TikTok Ban
The Prof G Pod with Scott Galloway

This week on Prof G Markets, Scott shares his thoughts on what he thinks is the worst ever rebrand: HBO’s shift to Max. He then takes a look at fast casual restaurant Cava’s IPO filing and examines why its competitor Chipotle is one of the best performing stocks this year. Scott ...  Show more

 . 45min 18sec