
When Opportunities and Timing Perfectly Align w/ Osman Ozsan
Real Vision: Finance & Investing
00:00
The Problem With PE Funds
The real headwind now is the fact that so much has been done in the last 15 years, just keep adding to the debt pile, right? Like this big debate we had when QUTI first started, oh yeah, inflationary and whatever. What people forgot is that it actually didn't permeate way into the economy in quite the same way as sending people a bunch of checks from the federal government during COVID. And then they only really translated into more money if you're a very large PE fund with great credit who's going to post collateral or has collateral that you're buying or whatever.
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