$KKR Tape Reports
Per Ticker.id: $KKR Tape Reports — 45 podcast mentions across 10 podcasts (30 days), latest 2026-08-26 16:00 UTC.
I think that is the key question. And we've seen shares of the ones who do have bigger insurance arms. You mentioned Apollo and Athene, KKR, Brookfield, Blackstone. You know, they've been kind of trading lower, whether it's around sentiment with regard to related party transactions, unclear at this point in time. But sentiment is definitely, you know, not great around the practice. So to your point, the disclosures are there. I think it's whether additional regulation, you know, comes to the forefront and gets more involved in what's going on.
Leslie Picker — Squawk on the Street · 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26 · 2026-08-26Let's talk about private credit. This is a very underappreciated slice of the credit markets these days as more and more money has gone to these entities, these non-bank entities where the risk is very opaque. It's hard to know exactly what's in these private funds because they are private, but there are public versions of them. Another reason why I think buying private credit is usually a very bad idea, because you can get the same type of investment with a lot more liquidity in what are called BDC companies. Now, there are 10 large— the 10 largest ones have now reported earnings. Names like Ares Capital, Blackstone Secured Lending, KKR Capital, Golub Capital, Goldman Sachs BDC. They have, they have one. Main Street Capital, MidCap Financial Investment, Morgan Stanley Direct Lending, Blue Owl Capital, and Sixth Street Specialty Lending. Those are the top 10. And so looking at their results in aggregate can kind of tell you what's going on in that slice of the, the financial industry that nobody really talks about. So what did it say? Well, there's something in the industry called non-accrual status. What does that mean? Basically means they're not paying any more interest. So when, or when the company is not assuming they're going to get interest, it basically is when a company is 90 days or more past due on payment and they see enough credit deterioration they don't expect to be made whole. That's a default. When you're lending money, you don't get your interest, you don't get your original principal back— that's a default. And this will feed into the dividend eventually if it continues to grow. So let's look at the numbers. With all of these names, the number of borrowers at least one debt instrument in non-accrual status went from 4.26 to 4.69. So about 1 in 20 nearly. That's way up from 2023 when it was at 3.69. So it's gone from 3.69 to 4.69 in 2 years, 2 and a half, uh, 2 and a half years. And this is when the size of these BDC companies have basically doubled. Over the past 3 years. It's about $560 billion of total debt. That's as of the first quarter of this year. In dollar terms, non-accrual debt rose 39% to $2.8 billion. That brings it— that, that brings the total to roughly $10 billion.
Justin Klein — InvestTalk · Regulation catches up to digital assets · 2026-08-25Staying in Atlanta, can we talk a little bit about the Falcons, uh, trying to sell 10% of their, uh, of their, the franchise, I guess, to KKR? We, you know, we're seeing more and more investment by, um, you know, non-traditional private equity kind of investors in sports teams. So, you know, is this a trend that you think might accelerate?
Karen Moscow — Bloomberg Intelligence · Broadcom Seeks More Than $60 Billion in Latest AI Debt Deal · 2026-08-21Yeah. So, so, you know, we talked about KKR and some of these other equity investments and more and more Americans instead of investing domestically in in soccer. You know, they've invested a lot overseas and all over Europe, really. Right. Italy, Britain and the like. Do you think the World Cup is going to bring some of those— some of that interest back in the US, whether it's in the United Soccer Leagues or Major League Soccer or otherwise?
Karen Moscow — Bloomberg Intelligence · Broadcom Seeks More Than $60 Billion in Latest AI Debt Deal · 2026-08-21I'm gonna kill this guy. All right. The purpose of doing these things off balance sheet is really interesting too. So let's say you're Blackstone or Blue Owl or KKR or whoever is going to finance a gigantic data center project, right? 'Cause they're not building little ones. They're only building gigantic ones at this stage in the game. You go to the people who are gonna fund this with their investments, and they're fixed income investors. They're not like stock people. They just want the money back plus interest. You go to them and say, the tenant is Meta, and Meta actually is not going to take on any debt, but they're going to own a little bit of equity in the project and they're willing to commit to like 10 years lease on the— I don't know what the details are for the one that we're talking about, but like Meta is saying we will pay the rent for 10 years. Okay, that's a really easy sale to people that are private credit portfolio managers because They look at it like, all right, basically it's a Metabond, but it's not like there are— it's not clear because we've never seen a big one of these end up in court. Like, who's really finally, finally, finally, finally on the hook? What we do know is these are multibillion-dollar projects. They're extremely complicated, expensive. They take a really long time. And, you know, we've— we haven't seen a tech giant in a courtroom battle against an East Coast private equity firm that's like, what the fuck? What do you mean you're pulling out? What do you mean you're not using the data? What do you mean you don't care? Like, we've never seen it. I have to believe this is going to happen at some point. Not all of this compute and all of these data centers are going to turn out to be good projects. It's just there's not really a— there are laws, on the books, but there's not really a practical roadmap for what these things look like should they come undone.
Bill Ackman — The Compound and Friends · Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness · 2026-08-18Lindsey Dutch with Bloomberg Intelligence. At last check, Home Depot shares are up 0.5%. Shares of UGI jumped as much as 14%, triggering a volatility halt after The Wall Street Journal reported that the natural gas and electricity distributor received a roughly $9 billion takeover offer from KKR. Meta Platforms is headed to court today for a landmark lawsuit with enormous risk for the social media giant. 29 state attorneys general are accusing Meta of deliberately designing Facebook and Instagram to keep young users hooked on the platforms. Bloomberg's Balazs Pins has more.
Ed Kalegi — Bloomberg News Now · Trump Takes Hard Line on Iran, Chip Stocks Get Hit, More · 2026-08-18Hey, Carl. UGI is surging here, up some 12% on this Wall Street Journal report that KKR made a $9 billion takeover bid for the natural gas and electricity distribution company. This does, of course, come amid heightened demand for steady assets to power data centers and AI. And of course, with the backlogs for both natural gas turbines and to connect to the grid, we're seeing a premium placed on existing assets. This, of course, follows the Calpine deal that we had Constellation Energy selling Calpine earlier this year. So once again, those shares are up some 11.5% after earlier being halted on this report that KKR has made a $9 billion takeover offer. Guys.
Pippa Stevens — Squawk on the Street · 11AM Hour: CVC Marathon's Bruce Richards, Kalshi Board Member on Prediction Markets & Meta Trial Begins 8/18/26 · 2026-08-18Robin, what do you make of the deal that— the memorandum of understanding that NVIDIA made with 5 or 6 giant alternative asset management firms, Blackstone, BlackRock, KKR, to finance chips and recognize that these are an investable asset class? I was looking— I asked Claude before this what percentage of that $500 billion is going to be debt versus equity, they said roughly 80% debt, 20% equity. So, uh, you're the debt guy, so this is, this is good. We're speaking to you.
Jack Farley — Monetary Matters with Jack Farley · Robin Wigglesworth on Hyperscalers' 1.5 Trillion of Off-Balance Sheet Liabilities, Private Credit, and His Book "A Fabulous Debt" · 2026-08-16