TIP502: How to Run Your Own Private Equity Portfolio w/ Darin Soat
We Study Billionaires - The Investor’s Podcast Network
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Navigating Economic Uncertainty
This chapter analyzes Oak Tree's conservative investment strategies in a high interest rate landscape, questioning the implications of NAV loans for portfolio companies amidst recession fears. It discusses the effects of rising interest rates on various sectors, particularly the cryptocurrency market, and considers the broader consequences of systemic risks from companies with weak business models. The chapter also examines layoffs in the tech industry, the Federal Reserve's role in managing inflation and employment, and the historical context of its policies on both domestic and international fronts.
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