The Meb Faber Show - Better Investing

Steve Klinsky, New Mountain Capital – Private Equity Titan | #489

Jul 12, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Origins of Private Equity
02:19 • 2min
3
The Early Days of Private Equity
04:47 • 3min
4
How Private Equity Can Build Businesses
08:06 • 2min
5
The Evolution of Private Equity
10:11 • 3min
6
How to Approve a Private Equity Transaction
13:28 • 2min
7
How to Succeed in Private Equity
15:07 • 4min
8
How to Sell a Private Equity Firm
18:46 • 2min
9
The Future of Private Equity
20:32 • 3min
10
The 12 Sectors of Private Equity
23:26 • 2min
11
The Importance of Talent Per Dollar Ratio
25:13 • 2min
12
Private Equity and Direct Lending
26:56 • 2min
13
Direct Lending Private Credit vs. Traditional LBOs
29:19 • 3min
14
The Fed's Overstimulation and Inflation Squeeze
31:55 • 3min
15
How to Allocate Private Equity Assets
35:12 • 2min
16
The Importance of Understanding Risk and Return in Investing
37:36 • 2min
17
The Importance of Industry Selection in Investing
39:16 • 4min
18
The Importance of Analyzing Private Equity
43:00 • 2min
19
What's Been Your Most Memorable Investment?
45:00 • 2min
20
The Future of Education
46:31 • 3min
21
The Struggles With Public Schools
49:03 • 2min
22
How to Teach Investing to Adolescents
50:42 • 2min