
Matt Levine – Money Stuff (Capital Allocators, EP.97)
Capital Allocators – Inside the Institutional Investment Industry
00:00
Navigating Investment Dynamics
This chapter explores the implications of passive investment vehicles like index funds on corporate governance and market behavior. It discusses trends in private equity, the evolution of public offerings, and how technology is reshaping the investment management landscape. The conversation also touches on the subjective nature of value assessment in asset management and the challenges of justifying investment decisions.
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Transcript


