Ask The Compound
What’s the Real Inflation Rate?
Jun 20, 2024
Barry Ritholtz discusses private equity impact on public market valuations, calculating personal inflation rates, concerns over US government debt, types of boats, financial advisor standards, and demographic shifts in real estate trends.
44:15
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Quick takeaways
- Private equity firms owning a large portion of companies could be driving stock prices up.
- Perception of personal inflation rates varies due to different impacts of household items on individuals.
Deep dives
Impact of Private Equity on US Stock Markets
Private equity firms owning a large portion of companies with revenues exceeding $100 million could be a reason for rising stock prices. The decrease in publicly traded companies alongside the growth of private equity ownership shows a significant shift in the market dynamics. With private equity firms managing a substantial amount of US corporate equity and a considerable amount of dry powder available for investments, their influence on the economy is substantial.
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