Jonathan S. Lavine on Private Equity Investing (Podcast)
Masters in Business
00:00
Navigating Market Uncertainties
This chapter explores a balanced investment strategy that adapts to changing market conditions, stressing the importance of differentiating between risk and uncertainty. It reflects on the impacts of the 2020 recession on credit markets, long-term company viability, and the emergence of investment opportunities. Additionally, it highlights the resilience of private credit investments amid rising interest rates and the strategic adaptations made by firms to maintain productivity during the pandemic.
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