Private Equity and Venture Capital - Is That a Driver?

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There's been a huge boom in investing in private markets. Is this potentially a reason for that migration? I actually don't think that's the driver. The single biggest one, and when i say these things, i just want to be clear that there are very few market participants that are intentionally bad actors. And so what we have is, within the private equity space, and the venture capital space to a lesser extent, although now that i say lesser, i am not entirely sure i agree with that.

In this episode of Infinite Loops we spoke with Michael Green, Partner & Chief Strategist at Logica Capital Advisers. In a wide-ranging discussion that could have lasted the rest of the day, we covered:

The passive narrative, and its impact on market structure.
Vanguard and Blackrock’s lobbying efforts.
Target Date Funds and their increasing dominance.
COVID-19 and the government’s response.
The power of language.
Michael’s recent paper: Policy in a World of Pandemics, Social Media, and Passive Investing (linked below)

And much more. You can find Michael’s paper here: https://www.logicafunds.com/policy-in-a-world-of-pandemics