Talk Your Book: The Next Big Short

8 snips

Oct 28, 2024

Jared Dillian, Founder of Jared Dillian Money, shares his critical views on private equity, arguing that it's currently in a sentiment bubble. He emphasizes the need to understand demand dynamics and the risks tied to lower-tier funds, especially during economic downturns. The discussion also touches on the impact of recent HVAC private equity deals and the broader implications of upcoming elections on market volatility. Dillian's insights highlight the complexities and challenges of navigating private equity investments today.

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ANECDOTE

Jared's Lehman Experience

Jared Dillian worked at Lehman Brothers during the 2008 financial crisis.
He witnessed the firm's collapse due to housing bubble exposure, despite his awareness of the risk.

INSIGHT

Impact of Early Career Experiences

Early career experiences shape investment psychology, as seen with Jared Dillian.
The dot-com bust and 2008 financial crisis deeply impacted his market trust.

INSIGHT

Dillian's Market Skepticism

Jared Dillian expresses less comfort and trust in the stock market due to past experiences.
He prefers trading other assets like bonds, commodities, and FX.

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On today's show, we are joined by Jared Dillian, Founder of Jared Dillian Money to discuss Jared's bearishness on private equity, understanding the demand side of private equity, a private equity sentiment bubble, an explosion of HVAC private equity deals, and much more!

Find complete show notes on our blogs...

Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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