Episode Details
| Title | Ted Seides - Investment Industry Paradigms - [Invest Like the Best, EP.390] |
|---|---|
| Date | 9/26/2024 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $PE - Private equity is experiencing significant growth, with a market size potentially reaching $6-10 trillion, far surpassing venture capital in scale and stability of returns.
- “Private equity has exploded and is so much larger than venture capital. Venture capital, you have these ridiculous power law outcomes, which you don't have. And when I say private equity, I'm thinking corporate buyouts. But the size, you're talking about 6, $7,000,000,000,000. Some people say it's 10. I don't know what the number is, but it's very, very big, and it's growing.” - Ted (33:04)
- 🟢 $CARVEOUTS - 🔒
Bearish:
- 🔻 $HEDGEFUNDS - 🔒
- 🔻 $ACTIVEMGMT - 🔒