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Jan 9, 2025 | 
blackstone.com | Joe Zidle
By Joe Zidle Introduction By Joe Zidle It was a year ago that we retired the Ten Surprises, the annual tradition started by my late colleague and friend, Byron Wien in 1985. After 38 years and 473 Surprises and Also Rans, one thing that is clear to me is that they were all distinctly Byron. His was a voice that resonated, and collaborating with him for six years’ worth of Ten Surprises was an honor and an education.
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Oct 31, 2024 | 
blackstone.com | Joe Zidle
Investment Strategy In the long run, it pays to be a market optimist.
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Aug 20, 2024 | 
pws.blackstone.com | Joe Zidle
Investment Strategy This year, I moderated an annual gathering of investors, philanthropists, and policymakers.
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Aug 8, 2024 | 
pws.blackstone.com | Joe Zidle
Investment Strategy Moving beyond the “when” and focusing on the “why” is crucial.
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Apr 25, 2024 | 
blackstone.com | Joe Zidle
Market Views We’re optimistic about the potential for AI-driven growth and productivity enhancements in the next business cycle and beyond.
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Jan 30, 2024 | 
pws.blackstone.com | Joe Zidle |Anders Nielsen
Market Views From our unique private market vantage, we can draw lines between macro, market and investment trends and help investors see how it all connects.
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Dec 20, 2023 | 
pws.blackstone.com | Joe Zidle
Market Views Deciding the future of the Ten Surprises has been challenging. After consulting numerous friends and colleagues across the industry, the answer became clear, inspired by one of Byron's life lessons: “Don’t try to be better.
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Oct 20, 2023 | 
blackstone.com | Joe Zidle
Market Views Several factors suggest that the fair value of the 10-year will remain elevated, such as ongoing economic resilience and larger bond issuances meeting increasingly tepid demand.
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Jul 31, 2023 | 
blackstone.com | Joe Zidle
Market Views July 31, 2023 Economist Milton Friedman’s “long and variable” lag could, along with current household and corporate debt dynamics, help explain the economy’s muted reaction to this hiking cycle. At a Glance US economy shows surprising resilience in 2023 Reduced leverage lengthens monetary policy effects’ lag Creative approaches to asset allocation amid uncertainties The resilience of the US economy is unquestionably one of 2023’s big surprises. Coming into this year, I shared the...
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Jun 8, 2023 | 
blackstone.com | Joe Zidle
Market Views June 08, 2023 Brad Marshall, Blackstone's Global Head of Private Credit Strategies, discusses the strong tailwinds behind private credit.
