This Aggression Will Not Stand, Jeff...Richards
RiskReversal Pod
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Market Dynamics and Private Equity Insights
This chapter explores the intricate relationship between market pricing and valuations, with a focus on firms like CrowdStrike amid high trading multiples. It further examines the resilience and challenges of private equity managers like TPG and KKR in a high interest rate landscape, highlighting investment strategies, risks in private credit, and the implications for average investors.
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