In Full: Boehly on New Asset Manager, M&A, 2025 Risks

The video discusses Eldritch's plans to launch an asset management and insurance holding company in January, with $70 billion in assets under management. The company aims to expand in the Middle East, opening offices in Abu Dhabi and potentially Saudi Arabia. Opportunities in sports, infrastructure, and media are highlighted, particularly in Saudi Arabia. The market outlook for 2025 is optimistic, with expectations for increased M&A activity. The impact of interest rates on investments is considered, with a focus on private credit. Geopolitical risks are acknowledged as a concern for the future.

How does the speaker view the potential for deal-making and M&A activity in 2025?

What is the speaker's perspective on the current state of private credit?

What concerns does the speaker have going into 2025?