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Monetary Matters with Jack Farley
Geopolitical Uncertainty is Freezing Private Capital | John Bowman of CAIA
Mar 18, 2025
John Bowman, CEO of the CAIA Association, dives into the complex world of alternative investments. He highlights how geopolitical factors, especially tariffs, have significantly influenced private equity assets. Bowman discusses the resurgence of hedge funds and warns of potential shifts in private credit markets. He also emphasizes the challenges posed by high borrowing rates for smaller companies and shares insights on the evolving venture capital landscape, particularly in sectors like AI and blockchain.
01:19:02
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Quick takeaways
- Geopolitical uncertainties, particularly tariff disputes, significantly impact investor strategies and diminish confidence in private equity and debt markets.
- The rapid growth of private credit as a standalone asset class highlights the evolving financial landscape and increased demand for alternative yield solutions.
Deep dives
The Role of CAIA in Alternative Investments
The Chartered Alternative Investment Analysts Association (CAIA) plays a significant role in the growing field of alternative investments beyond traditional public equity and debt. Established nearly 25 years ago, CAIA was born from the need to understand emerging asset classes, such as hedge funds, private equity, and private credit, especially during the late 90s financial landscape. The organization promotes a body of knowledge that equips investment professionals to navigate these complex markets, fostering a community focused on alternative strategies. In doing so, CAIA provides essential resources that empower professionals to adapt to the evolving investment environment.
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Listen to the best highlights from the podcasts you love and dive into the full episode