Jared Dillian: Private Equity Has Reached A Sentiment Top
Monetary Matters with Jack Farley
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Navigating the Challenges of Private Equity
This chapter explores the dynamics of private equity, focusing on the impact of rising interest rates, inflated valuations, and liquidity issues that challenge private equity returns. It contrasts private and public investments while discussing the implications of borrowing and fund distributions amidst economic fluctuations. The conversation also delves into potential future scenarios for the private equity market, emphasizing the risks of recession and the interconnectedness of private credit and leveraged assets.
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