This week, we break down the growing world of private markets - from private credit to private equity - and what investors need to know about these strategies in the face of rising concerns around defaults, liquidity, and redemption pressure.
Plus - we finish with our rapid-fire market/ stock picking segment!
We discuss:
• Traditional banking vs. private markets
• Why investors are turning to private credit
• Higher yields, floating rates, and the appeal of private markets
• Rising defaults and the impact of higher interest rates
• AI disruption and risks within private investments
• Liquidity concerns, redemption pressure, and “gating”
• Private equity underperformance and where opportunities may emerge
Join Tyler Ellegard, Keith Gangl, Lisa Schreiber, and John Ingham for markets, insights, and a little fun!