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EP 09:Wildfires, Yale’s $6B Exit & the Emotional Therapy of Stick
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Hedge funds are clashing with California regulators over wildfire subrogation claims and the fallout could reshape how distressed assets interact with public recovery funds. Jason and Kevin unpack the PG&E playbook, state-level backlash, and who’s really getting paid [01:30]. Then Yale’s $6B endowment unwind takes center stage, as the Ivy League titan quietly tests the secondaries market with Project Gatsby, raising questions about long-term conviction and short-term liquidity [13:20]. Kent and Julian return [25:15] to explain why Clear Lake’s sponsor tactics are showing up across multiple LMEs and what the data tells us about repeat offenders, CLO constraints, and creditor fatigue. Closing it out: we head into the world of Stick on Apple TV+ [34:43] part golf drama, part emotional softboy therapy session to explore what the show says about masculinity, generational rewiring, and why Happy Gilmore might’ve done it better. Plus, a little talk about personal happy places, ice lakes in Sweden, and sainthood [49:00].
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Hosted by Jason Sanjana & Kevin Eckhardt
Segment Guests - Kent Collier, Julian Bulaon
Produced and edited by Tanya Hubbard
A Production of The Octus Podcast Network
9 episodes
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