Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 3min
The Predictability of Financial Crisis in the US
02:39 • 2min
The Overhyped and Overleveraged Private Equity
04:51 • 2min
The Rise of Private Equity
06:59 • 5min
The Allocator's Thinking About Private Equity Valuations
11:54 • 4min
The Opposition in Finance
15:44 • 2min
The History of the Marketer
18:03 • 6min
The Paradox of Europe
23:39 • 2min
The Rise of European Equity Markets
25:56 • 3min
The Recession in Japan
29:26 • 4min
The Risks of the Bank of Japan's Most Radical Protracted Policies
33:55 • 2min