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Podcast: Join the Montaka Global Investments team on Spotify as they chat about the market dynamics that shape their investing decisions in Spotlight Series Podcast. Click below to listen. Alternatively, click on this link: https://podcasters.spotify.com/pod/show/montaka
🍔 How AI is revolutionizing restaurant operations (Yum! Brands vs. Restaurant Brands International)
💡 ServiceNow’s expansion beyond IT budgets into real estate & labor optimization
💰 The state of private credit—stability at the top, risks in the long tail
📈 Why institutional investors are consolidating with top-tier asset managers
Tune in for expert analysis on what these trends mean for investors.
Key Timestamps & Topics Covered:
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00:00:00 – 00:01:20 | Introduction & Conference Overview
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00:01:20 – 00:08:55 | AI in Restaurants: Yum! Brands vs. Rival Strategies
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00:09:29 – 00:13:57 | ServiceNow’s Expansion Beyond IT Budgets
- 00:14:57 – 00:20:03 | Private Credit: Stability at the Top, Fragmentation Below
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00:20:24 – Close | The Institutional Shift to Premium Asset Managers
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Why firms like KKR and Blackstone are winning.
