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strategy

Trading One Risk for Another

The Fed is proposing new rules to allow big banks to hold billions less in capital. The reason? To keep lending from migrating to private credit. Interesting timing. Private credit is having a moment. Blue Owl halted redemptions. Western Alliance is suing Jefferies. Investors are nervous. So…the plan is to make banks safer by…letting them […]
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Why I Keep Writing About Live Nation

What Talking Tickets is about for readers, old and new. Why Live Nation? Why Now? I’ve been writing a lot about Live Nation over the last few days.  The trial. The secret settlement. The unsealed documents. The David Marcus reply on LinkedIn.  It’s a lot.  Especially since I don’t really ever write about or think […]
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Judge Arun Subramanian. Live Nation. DOJ. Settlement?

This morning, rumors broke: Live Nation and the Department of Justice were about to agree to a settlement of the DOJ’s antitrust case that began last week in New York.  The headlines will likely call this settlement historic. A landmark agreement.  A new day in ticketing.  As if?!  Here’s what’s really going down: The flywheel keeps spinning.  […]
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$1.7 Trillion and the Question No One Asked…

Strategy is everywhere.  In the arts. Sports. Government. Even finance.  The quiet decisions that make an organization thrive or drift.  Most people saw Blue Owl’s recent headlines about a $1.4 billion loan sale and halted redemptions and thought…liquidity.  I saw strategy.  Or, the lack of one.  A $1.7 trillion industry that hasn’t answered the only question […]
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