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The Energy Bull Market Just Started
The Compound and Friends
Investing in Private Equity
A private equity fund should be hold private equity. And if you're going to be daily liquidity, like a, you know, forty act fund, or if our going hag fund with 30 day liquidity or 90 day, you should be in public equities. You think it's an inherent conflict for a public market investor, hedge fund, mutual fund, to also be in the private market? I don't think if it's like one or two percent, i guess it doesn't matter. But the valuation is always going to disadvantage somebody.
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