Dylan Grice, Calderwood Capital – Popular Delusions, The End of Duration & Esoteric Investment Opportunities | #406
The Meb Faber Show - Better Investing
The Challenges of Investing in Private Equity
Half the pension funds in the s over the past four years, where you see this, and they're just trying to figure out how to continue to get these eight % returns. It's not obvious tit's such a smart thing to be doing i to day, when all the big private equity founders are multi billionaires and they're all salling out. The second thing is, again, diversification. What can diversification? You're actually getting if you put private equity into a public equity portfolio, you're not diversified. There's lots of good reasons e to invest in private equity. But don't kent yourself ent your thinking that yu're bolti a diversified portfolio
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