Castle Lake
Organization
Castlelake is a global alternative investment firm specializing in asset-based opportunities, particularly in private markets and aviation leasing. Founded in 2005, the firm manages approximately $38 billion in assets and is headquartered in Minneapolis, Minnesota.
12 episodes featuring Castle Lake
UK Small/Mid Caps with Paul Scott
Paul Scott makes the case for direct premium subscriptions
The episode is chiefly a subscriber note, clarifying how listeners can access premium content while separating personal investment opinions from financial advice.
Jul 10, 2026 · 32 min
Stock Movers
EasyJet bidding war reshapes Europe’s market movers
The episode connects a contested airline deal, a new Vodafone power center, and recruitment-sector momentum into one snapshot of shifting European markets.
Jul 10, 2026 · 7 min
Stock Movers
Apollo challenges Castlelake in surprise EasyJet bid
The episode connects a contested airline takeover with analyst-driven gains in steel and a sharp setback for a major wealth manager.
Jul 10, 2026 · 7 min
Stock Movers
SanDisk rebounds as deals reshape media and aviation
The episode links a chip-sector recovery with corporate dealmaking across British media and European aviation.
Jul 6, 2026 · 6 min
Stock Movers
EasyJet bid lifts airline shares as defense spending boosts Leonardo
The episode connects corporate dealmaking, government defense budgets, and technology delays to divergent moves across European markets.
Jul 6, 2026 · 7 min
Stock Movers
European deals reshape airlines, defense and industrials
Three major transactions show investors and companies repositioning across European transport, defense technology and manufacturing.
Jul 6, 2026 · 7 min
UK Small/Mid Caps with Paul Scott
Paul Scott opens the week’s final small-cap briefing
The episode offers a concise look at how an independent small-cap publication funds its work and frames its market commentary.
Jun 26, 2026 · 44 min
Stock Movers
EasyJet rejects Castlelake bid while HB Fuller acquires Advanced Medical Solutions
The latest corporate maneuvers highlight how European firms are navigating aggressive US buyout bids and shifting retail earnings.
Jun 25, 2026 · 5 min
Stock Movers
Infineon and EasyJet lead European market gains after major corporate moves
Understanding these European market movements reveals how global tech trends and regional M&A activity are driving corporate valuations.
Jun 25, 2026 · 7 min
Stock Movers
EasyJet rejects takeover bids as European stock gainers climb
Corporate independence and infrastructure demand are driving significant shifts in European market valuations.
Jun 22, 2026 · 7 min
Stock Movers
European stocks move as EasyJet rejects buyout and Carrefour climbs
Corporate maneuvers and analyst ratings are reshaping European market valuations, highlighting which companies are successfully defending their independence.
Jun 22, 2026 · 6 min
The Sunday Roast
Small-cap miners pair copper expansion with Middle East data centres
The episode tests how financing, copper demand and infrastructure scale could reshape valuations across speculative small-cap companies.
Jun 14, 2026 · 1h 10m