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A Bubble is Coming (EP. 416)

Animal Spirits Podcast

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Navigating Private Markets: Challenges and Insights

This chapter explores the complex dynamics of private markets, highlighting the decline in private equity distributions since 2021 and the vital role of new fund launches. It examines the recent issues faced by the Starwood Property Fund, focusing on withdrawal requests and transparency challenges within the industry. Additionally, the chapter emphasizes the importance of understanding asset valuations and consumer behavior shifts post-COVID, shedding light on the evolving landscape of investment strategies.

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