Public Investors vs. Private Investors -- Who is Smarter?
Private Equity Funcast
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The Most Exposed Category on the Private Side
I think we're starting to see a consolidation where there were 15 companies funded to handle resale of clothes or high end goods. My prediction on what's the most exposed category on the private side? Consumer lending. The hedge funds are in it because they're chasing yield because their interest rates are zero.
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