Ready-to-book episode angles — each one field-tested on stages and in the studio. Pick a direction, or bring your own.
Long-horizon and distressed deals don’t play by quarterly rules-and that’s where most investors fall short. Boards demand progress, dashboards show red, and discipline cracks just before value begins …
Book this angle →Lockups and crowded fund trades limit a family’s ability to respond when markets shift or opportunities appear. Relying entirely on external managers creates blind spots in liquidity, pacing, and deal…
Book this angle →When credit tightens, refinancing windows narrow, and defaults inch up, the real economy starts flashing signals long before equity indices wobble. Daniel Bird has spent three decades decoding those e…
Book this angle →In theory, liquidity and long-term investing should complement each other. In practice, they often collide. Daniel Bird has seen it firsthand-running liquid trading desks as a bank MD and managing mul…
Book this angle →Private equity firms love the thrill of special situations-but too often, they bring a venture mindset to a credit problem. Daniel Bird has seen this mismatch repeatedly: aggressive growth assumptions…
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