How Private Equity Is Buying Up Music Catalogs

Lucas and Luna explore the private equity land grab for music publishing rights. They break down why firms like Blackstone, KKR, and Apollo are paying billions for catalogs from artists like Bob Dylan, Bruce Springsteen, and Justin Bieber. Lucas explains the asset math: a stable, royalty-backed income stream with 5-8% annual yields, inflation pass-throughs, and 20-30 year duration profiles that match PE horizons. Luna questions valuation risk, changing streaming economics, and whether the 2021-2022 buying spree is a peak. They discuss how securitization of royalty pools is creating new institutional demand, and what the catalog boom means for artists versus investors. No prior episode covers this roll-up. Recorded June 5, 2026. #PrivateEquity #MusicCatalogs #BobDylan #BruceSpringsteen #JustinBieber #Blackstone #KKR #Apollo #RoyaltyInvesting #MusicPublishing #StreamingEconomy #AssetManagement #AlternativeInvestments #Finance #Business #FexingoBusiness #BusinessPodcast #InvestmentStrategy Keep every episode free: buymeacoffee.com/fexingo