Ep. 1094: Sachin Khajuria Interview with Michael Covel on Trend Following Radio

1

Introduction

00:00 • 2min

2

Is Private Equity a Rebrand From Leverage Byout?

01:53 • 3min

3

Private Equity

04:28 • 2min

4

Is There a Better Use of This Company?

06:10 • 5min

5

Index Investing

10:52 • 3min

6

I'm an Alternative Homer, So I Have to Admit My Bias.

13:46 • 2min

7

Is Two and 20?

15:40 • 3min

8

Taking Insane Risks

18:41 • 2min

9

What's the Average After Fees Return?

20:48 • 4min

10

What Is the Difference Between Management and Performance Fee?

24:58 • 3min

11

Private Equity - What's the Biggest Tip of the Spear?

27:53 • 4min

12

What Was the Mine Set Behind the Curtain at Apollo?

31:59 • 4min

13

The Principle of Private Equity Is in With an Ale at the End

35:51 • 2min

14

Giving Back to Toyser Us Employees

37:44 • 4min

15

Is Private Equity a Tough Thing to Commit?

42:03 • 2min

16

How Private Equity Performs in Periods of Dislocation?

44:12 • 3min

17

Is There an Opportunity in Private Equity?

47:03 • 2min

18

Are They Really Operating to Maximize Their Business?

48:33 • 2min

19

Public Pension Funds - What Percentage of the Assets Are They?

50:21 • 4min

20

The Master's of Private Equity Always Win

54:05 • 3min