In short: Not a stance — the mechanism the whole case turns on. "KKR has $219 billion in permanent capital through Global Atlantic. Permanent capital is the money from insurance premiums that KKR can invest for decades before it needs to be paid out as claims. This gives them flexibility to pursue opportunities whenever they arise." Insurance is 56.7% of segment mix against asset management's 38.2% — the insurer is now the larger half of the company. The same float argument the archive makes for Fairfax and Berkshire, applied to an asset manager.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.