Monetary Matters with Jack Farley Jared Dillian: Private Equity Has Reached A Sentiment Top
Oct 13, 2024
In this engaging discussion, Jared Dillian, author of The Daily Dirtnap and "Night Moves," shares his bearish insights on the $8 trillion private equity market. He argues that private equity has reached its peak and will suffer in the coming decade, touching on the risks of rising interest rates and inflated valuations. Dillian dives into the complexities of shorting private equity firms and the shifting dynamics as tech companies become significant borrowers. His sharp analysis unveils hidden threats to investors within this evolving landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Navigating the Challenges of Private Equity
03:03 • 18min
Navigating Private Equity Dynamics
21:07 • 9min
Economic Outlook: Recession Myths and Market Trends
30:34 • 4min
Inflation Dynamics and Political Influences
34:12 • 4min
Exploring Strategies for Trading TLT and Bond Yields
38:03 • 2min
Exploring Options Trading and Literary Insights
39:44 • 3min