Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11 
 Introduction 
 00:00 • 3min 
 The Reversal of the Cost of Capital 
 02:43 • 2min 
 The Transition From a Low Rate Environment to a New Regime 
 04:59 • 3min 
 The Evolution of Private Equity 
 07:44 • 2min 
 How to Prepare for Risk in a Recession 
 10:11 • 3min 
 How to Invest in Private Equity in a Recessionary Environment 
 12:56 • 3min 
 The Potential for Distressed Transactions 
 15:53 • 2min 
 The Future of Private Equity 
 17:34 • 3min 
 How to Generate Sustainable Alpha in Private Equity 
 20:10 • 2min 
 The Private Equity Industry's Resilience 
 22:18 • 2min 
 The Future of Investments 
 24:07 • 2min 



