Animal Spirits Podcast cover image

Talk Your Book: The Next Big Short

Animal Spirits Podcast

00:00

Navigating the Complexities of Private Equity

This chapter reflects on the challenges of managing allocations in private equity and hedge funds, particularly in tracking returns and understanding fees. It addresses the paradox of illiquidity as a protection for these investments while contemplating the implications of continued capital inflows from institutional investors. The discussion further explores the competitive landscape among private equity firms and the potential effects of economic shifts on both valuations and returns.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app