
Ep 190: Frewen Lam - Investing Smarter: Lessons from Private Markets, Asia & Agri
Inside the Rope with David Clark
Exploring Uncertainty and Opportunity in Private Markets
This chapter explores the author's honours thesis on the interplay between stock and bond returns under uncertainty, emphasizing the role of implied volatility. The discussion also delves into the unique opportunities presented by asymmetric information in private equity investing compared to public markets.
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