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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This episode is 29 minutes long.

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This episode was published on February 9, 2026.

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