The Private Markets Digestion Phase | Jean-Baptiste Wautier on Key Man Risk, GP/LP Returns, and Private Credit “Bubble”
Monetary Matters with Jack Farley
Intro
This chapter examines the relationship between private equity markets and public market trends, particularly in the context of economic fluctuations like interest rate changes and tariffs. It emphasizes the cyclical nature of private equity and the advantages of longer investment horizons for strategic decision-making.
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