Tikehau Co-Founder Mathieu Chabran joins Joe Cass to talk fighting Wall Street giants in his 20's, remortgaging his house to save the business, a surprising change in European finance - and his playbook for leading a $60 billion empire.

00:00 Betting everything on Tikehau

03:29 The Pope in Paris story

04:48 Mathieu taking a second mortgage to save the business

07:34 Copying the success of Blackstone

09:53 Is Europe in decline?

12:28 The personal cost of building Tikehau

14:41 Michael Milken & famous Drexal alumni

17:14 The surprising change in European finance

22:29 Is Matthieu worried about private credit?

28:23 Number 1 investment priority

29:56 How much of investing is gut feeling?

32:07 Tikehau in 2046

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Brookfield Asset Management CEO Connor Teskey joins Joe Cass to talk about becoming the youngest CEO in the firms history, a letter that changed his life forever, the role of gut feeling in investing - and his playbook for leading a $1 Trillion empire.

00:00 Becoming CEO at 38-years-old

02:17 The letter that changed Connor's life

05:07 Connor telling his wife he got the job

08:00 How much of investing is gut feeling?

09:34 Being the youngest CEO in the room

13:32 The biggest misconceptions about AI

17:50 Are we building too fast in AI

21:00 Will AI create mass wealth or mass unemployment?

23:18 The role of credit ratings in private markets

26:14 Brookfield in 2036 Follow

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Churchill Asset Management's Ken Kencel joins Joe Cass to talk about the culture and legacy of his old firm Drexel Burnham Lambert, presenting to Michael Milken, starting multiple successful financial businesses and his secret to building strategic, long-term relationships.

00:00 Drexel Burnham Lambert in the 1980's

05:41 The culture and legacy of Drexel

08:23 Presenting to Michael Milken

09:48 Starting Churchill before the financial crisis

13:22 Selling to The Carlyle Group

16:32 Calling up David Rubenstein

18:26 Building a $100Bn AUM business from scratch

28:01 Ken's childhood and being raised by his Uncle

35:57 Ken's secret to building strategic, long-term relationships

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