EPISODE · Feb 9, 2026 · 29 MIN
Asset Managers Explained: KKR x BlackRock - Two Different Games
from Equity Empire Podcast · host Colin Tedards
A subscriber asked what drives asset manager stocks. Here's a deal BlackRock and KKR aren't the same business. I break down the two camps what makes each one move, and why the coming wave of IPOs could be a catalyst for both. Plus the AI infrastructure connection nobody's talking about yet.
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Asset Managers Explained: KKR x BlackRock - Two Different Games
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