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The Tech Unwind

The Compound and Friends

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Navigating Private Credit and Investment Strategies

This chapter explores the complexities of private credit and investment strategies, focusing on liquidity, client goals, and fee structures. The discussion highlights the challenges fund managers face with simultaneous investor liquidity demands and the critical balance of risk and return. Additionally, it contrasts private equity investments with public funds and touches on the evolving landscape of ETFs, raising philosophical questions about risk and innovation in investment management.

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