Justin Rowe-Roberts

8.1K posts

Justin Rowe-Roberts banner
Justin Rowe-Roberts

Justin Rowe-Roberts

@Rowe_Roberts

Investment fanatic. Sports lover. Maverick

Johannesburg, South Africa Katılım Kasım 2011
365 Takip Edilen619 Takipçiler
Justin Rowe-Roberts retweetledi
Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
Private credit is one of the most discussed topics in markets right now, and there is a lot to make sense of. The current discourse is almost entirely focused on symptoms. Alan Waxman has spent the time diagnosing the root cause. Alan runs Sixth Street, a $130 billion private capital firm, and thinks about the financial system the way a historian would, studying the incentives, guardrails, and market structure that determine how things play out. In our conversation, he traces the evolution of American finance from the 1929 crash through Glass-Steagall, the GFC, and Basel III to explain how we arrived at what he calls the factory model, the industrialization of capital raising and deployment that he believes is the root cause of everything happening in private markets today. He also shares his one-sheet personal organization system that he has used for 25 years, his framework for the decades of a career, and what the concept of facing the tiger means for his firm in this environment. This is my second conversation with Alan (our first one is one of my favorites) and I encourage you to watch the episode because of how visceral his intensity and focus are. Enjoy! Timestamps: 0:00 Intro 13:48 The Rise of Private Capital 16:29 The Factory Model 22:19 The Wealth Channel 30:53 Asset-Liability Mismatches 44:17 AI & Creative Destruction 47:30 Personal Organization System 54:02 Career Eras & Success 59:19 Face the Tiger
English
13
55
699
319.6K
Justin Rowe-Roberts retweetledi
Sólionath
Sólionath@Anarseldain·
He really is the best poster of all time.
Sólionath tweet media
English
112
727
27.8K
1.8M
Justin Rowe-Roberts retweetledi
Charlie Kirk
Charlie Kirk@charliekirk11·
Vice President JD Vance has a powerful message for young men 🔥🔥 “My message to young men is don’t allow this broken culture to send you a message that you’re a bad person because you’re a man, because you like to tell a joke, because you like to have a beer with your friends, or because you’re competitive.   Our culture “wants to turn everybody, whether male or female, into androgynous idiots who think the same, talk the same, and act the same.”   “We actually think God made male and female for a purpose, and we want you guys to thrive as young men, and as young women. And we’re going to help with our public policy to make it possible to do that.” Amen.
English
3.1K
22.8K
150.8K
4.5M
Justin Rowe-Roberts retweetledi
Robbie Williams
Robbie Williams@robbiewilliams·
Cape Town: last night was special. Next time I won’t leave it so long until I come back. I love you all. Rob x
Robbie Williams tweet mediaRobbie Williams tweet media
English
59
96
1.5K
120.1K
Justin Rowe-Roberts retweetledi
King Nikie Jairo
King Nikie Jairo@Nikie_Jairo11·
My two biggest fears is being broke and fat!
English
3
1
7
349
Vivek Ramaswamy
Vivek Ramaswamy@VivekGRamaswamy·
Exit polls show that “threats to democracy” was a top issue. MSM thought that meant votes for Kamala, but turns out it was exactly the opposite: voters are rejecting censorship, lawfare, and dishonesty. 🇺🇸
English
1.6K
21.1K
162K
3.2M
Justin Rowe-Roberts retweetledi
Ben Shapiro
Ben Shapiro@benshapiro·
A shocking and tragic day for the nation -- and an amazing, heroic response from President Trump. You cannot repeatedly and endlessly label a major party candidate and former president Actual Hitler, a full-scale threat to democracy, without radically increasing the danger of violence in America. This danger has been obvious for years -- and engaged in by nearly everyone on the Left, up to and including the current president. We are in a hideously ugly new era.
English
1.6K
10.8K
92.4K
3.5M
Justin Rowe-Roberts retweetledi
Bill Ackman
Bill Ackman@BillAckman·
Am must watch: @benshapiro on the media:
The Vigilant Fox 🦊@VigilantFox

Watch Ben Shapiro Tear into Censorship Cartel in Fiery Congressional Testimony “We're in the midst of a trust crisis in the world of media, which is because so many in the legacy media have lied in order to preserve left-leaning narratives. To take just the most recent example, we were told by the legacy media that President Biden was just fine. For years, anyone who questioned his health and mental fitness was trafficking in cheap fakes. And then President Biden went out and engaged in a full-scale mental collapse on stage in front of hundreds of millions of people. “So we can see why Americans, at least Americans who are not Democrats, do not trust the media. The question isn't really why the legacy media have lost Americans' trust. We know that answer. The question is why, despite that loss of trust, the legacy media continue to gain share in the advertising market. And the answer is simple. There is, in fact, an informal pressure system created by Democratic legislators, this White House, legacy media, advertisers, and pseudo-objective brand safety organizations. That system guarantees that advertising dollars flow only to left-wing media brands. “Let me explain how this works. When a conservative competitor to the legacy media arises, members of that legacy media and their political allies rush to paint such competitors as dangerous. The commentator Kara Swisher of the New York Times, for example, told the head of YouTube that my videos at Daily Wire were a gateway drug that would lead children, including her own teenage son, to watch neo-Nazi content. Nevermind the yarmulke. “Elected Democrats pick up that same messaging. In 2017, Senator Dianne Feinstein told lawyers at Facebook, Google, and Twitter, ‘You created these platforms and now they’re being misused, and you have to be the ones to do something about it, or we will.’ Social media companies react to incentive structures, including threats. They have responded by adopting the standards of third-party, left-wing informational safety groups like the Global Alliance for Responsible Media, or GARM. GARM purportedly sets brand safety standards, objective standards by which advertisers and platforms can supposedly determine just what sort of content ought to be deemed safe for advertising. “In reality, GARM acts as a cartel. Its members account for 90% of ad spending in the United States, almost a trillion dollars. In other words, if you're not getting ad dollars from GARM members, it's nearly impossible to run an ad-based business. And if you're not following their preferred political narratives, the ones that Kara Swisher and Dianne Feinstein would follow, you will not be deemed brand safe. Your business will be throttled. We at Daily Wire have experienced this firsthand. In 2017, after Senator Feinstein made her threats to bring the weight of government down on social media platforms, the Daily Wire YouTube channel saw a 1000% increase in content enforcements over a two-year period. Since 2021, after Democrat officials further turned up the heat on social media companies, my personal Facebook page has seen an over 80% drop in impressions. “Or take Joe Rogan. When Joe said that he had taken Ivermectin after getting COVID, White House Press Secretary Jen Psaki pressured Spotify to take action, stating, ‘We want every platform to be doing more to call out missing disinformation while also uplifting accurate information.’ Spotify complied. Spotify, of course, works with GARM. “So what are the brand safety standards that GARM uses? The standards begin with inarguable things that we've heard from the other witnesses, like preventing the distribution of child sexual abuse material or stopping terrorism. But GARM doesn't draw the line at what is criminal, abusive, or dangerous. Their standards also include restrictions on hate speech, harassment, misinformation, or, my personal favorite, insensitive, irresponsible, and harmful treatment of debated, sensitive social issues. Those criteria are highly subjective in theory, and they are purely partisan in practice. For example, last year, Daily Wire host Matt Walsh was fully demonetized on YouTube, a GARM member. Why? For quote-unquote misgendering, which to GARM is to say that men are not women. Perfectly obvious facts now run afoul of GARM's censorship standards. “Companies targeted by GARM, like the Daily Wire, Breitbart, Fox News, and so many others, reach hundreds of millions of people with opinions and beliefs long established as within the mainstream of American conservative thought. GARM and its members have no respect for the beliefs of those people. They would like them marginalized or squashed. It's time to stand up for the First Amendment in this Congress. “Congress can do so in two ways. First, Congress must investigate the informal and perhaps formal arrangements between censorship cartels like GARM and executive branch agencies. The Daily Wire has already filed a federal lawsuit against the State Department for allegedly doing just this. Second, Congress can itself stop engaging in violation of free speech principles. Two weeks ago, writing a dissent in Murthy versus Missouri, Justice Alito condemned what he called sophisticated and coercive government campaigns against free speech. “Members of this committee have engaged in precisely such campaigns. When Congressman Schiff speaks about targeting social media companies that must be, quote, ‘pulled and dragged into this era of corporate responsibility because they are too tolerant of misinformation,’ he knows what he is doing. He is participating in a sophisticated, coercive campaign against free speech. When Congresswoman Jayapal blames social media for placing America at the precipice of a democratic crisis and calls on them to target what they deem hate groups, she also knows what she is doing. She is participating in a sophisticated, coercive campaign against free speech. When Congressman Hank Johnson says, quote, ‘We need a constitutional amendment to allow the legislature to control the so-called free speech rights of corporations,’ he also knows what he is doing. “We all know what these government actors, what some people in this room are doing. You're using the tacit threat of government action to compel private companies to throttle viewpoints you don't particularly like. The First Amendment was not designed to enable workarounds by elected officials. It was directed at Congress, at you. And you're abdicating your fundamental duty when you exert pressure on private companies to censor speech. Some in this room have been doing just that for years. We in the non-legacy media have been feeling the effects. In the name of the Constitution and the name of democracy, this should stop.” @benshapiro

English
264
1.2K
7.4K
552.6K
Justin Rowe-Roberts
Justin Rowe-Roberts@Rowe_Roberts·
@jaysqueezi Amazing…love this. Quality player & well deserved. Superb debut - hopefully first of many in the green & gold 🇿🇦
English
0
0
3
111
Tall Squeeze
Tall Squeeze@jaysqueezi·
I am delighted to see my former teammate, Edwill van der Merwe, receive his long-awaited and well-deserved Springbok call-up. His work ethic is unparalleled, and he has consistently demonstrated dedication and perseverance over the years, waiting for this opportunity.🇿🇦
Tall Squeeze tweet media
Dylan Jack@dylmjack

Edwill van der Merwe earning his Springbok colours is awesome. Played Varsity Cup until he was 24, made the brave decision to move away from the Stormers when he was just bursting onto the scene, stuck by the Lions, showed his consistency and got his reward.

English
3
1
48
3.3K
Justin Rowe-Roberts retweetledi
Jordan Flax
Jordan Flax@flaxy_jol·
Some very powerful speeches from RSA leaders in this thread, backing the President & the GNU, but also promising to hold it accountable. I hope this term is 1 of change, positivity and collaboration. Let's work to solve our challenges and build a reunited South Africa 🇿🇦🙏
Newzroom Afrika@Newzroom405

[WATCH] IFP leader Velenkosini Hlabisa delivers his message of congratulation to president-elect Cyril Ramaphosa. #Newzroom405

English
2
1
17
809
Justin Rowe-Roberts retweetledi
SuperSport Rugby
SuperSport Rugby@SSRugby·
🗣️ "We can't let them script our movie boys." Goosebumps stuff from Jacques Nienaber's speech before the World Cup final.. 💻 Stream all five episodes of #ChasingTheSun2 on Catch Up.
English
5
36
124
11.3K
Joanne Baynham CA (SA), CFA ®
Joanne Baynham CA (SA), CFA ®@madaboutmarkets·
@TefoManoto It made it very easy . To be fair ( this won’t be a popular opinion ) , it is not very diff , IF you have an undergraduate finance degree in SA . Economics will help
English
3
0
3
1.1K
Joanne Baynham CA (SA), CFA ®
Joanne Baynham CA (SA), CFA ®@madaboutmarkets·
I passed my CFA in 2001 and did not share my ‘ journey ‘ on LinkedIn- that is my super power 😉
English
22
8
174
25.8K
Justin Rowe-Roberts retweetledi
Vivek Ramaswamy
Vivek Ramaswamy@VivekGRamaswamy·
TRUTH. 1. God is real. 2. There are two genders. 3. Human flourishing requires fossil fuels. 4. Reverse racism is racism. 5. An open border is no border. 6. Parents determine the education of their children. 7. The nuclear family is the greatest form of governance known to mankind. 8. Capitalism lifts people up from poverty. 9. There are three branches of the U.S. government, not four. 10. The U.S. Constitution is the strongest guarantor of freedoms in history.
English
2.2K
7.8K
48.3K
1.5M