Is There a Real Dislocation?

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

There are a lot of people out there forgetting that sometimes the best thing to do is nothing. The markets effectively become completely privatized and that's going to have some real systematic issues, particularly as it relates to banks. Europe could go off a cliff so people don't know. But I think people are both on the credit side and equity side getting excited about Europe because of the dislocation.

Last year, four of my oldest friends in the business and I got together to banter about a range of investment topics. Now admittedly, I pretty much had to pull their teeth to make it happen that first time, but after having so much fun with it, our old gang didn’t hesitate to do it again. Our dinner crew - Meredith Jenkins from Trinity Wall Street, Casey Whalen from Truvvo Partners, Brett Barth from BBR Partners, Jon Harris from Alternative Investment Management and I - gathered and riffed on long/short hedge funds, private markets, Africa and other empty rooms, potential canaries in the coal mine, continuation funds, co-investments, our favorite investment types, and blind spots. At the end, we had a chance to pay a tribute to Jon’s father, the legendary Ira Harris, who graduated from his amazing life here on Earth earlier in the year.

For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership