FIN-LYT by EWA®

Private Markets: A Practical Guide for Investors


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In this episode of EWA’s FIN-LYT Podcast, Matt and Devin break down the often-misunderstood world of private markets and why high-net-worth investors are increasingly turning to them for diversification and long-term growth.


They unpack the fundamental differences between public and private markets, exploring why companies like SpaceX, Stripe, and OpenAI are choosing to stay private and what that means for investors. The conversation covers the rise of private credit and private equity, the growth trajectory of this $12 trillion market, and why these opportunities were once limited to institutions but are now opening up to accredited investors.


Matt and Devin explain how private investments fit within a comprehensive portfolio strategy, including how EWA structures allocations for qualified clients by balancing risk, return, and liquidity tradeoffs. They also discuss why these strategies are best suited for investors with $10 million or more in net worth, and how disciplined access to private markets can serve as a “smarter risk” rather than a higher one.


Whether you’re curious about expanding beyond traditional markets or want to understand the mechanics of private investing, this episode offers a clear, high-level framework for how these asset classes can complement long-term wealth strategies.


Connect with EWA:

https://ewa-llc.com/

https://www.instagram.com/ewa.llc/

https://www.linkedin.com/company/equilibrium-wealth-advisors/

https://www.facebook.com/EquilibriumWealthAdvisors/View


EWA Disclosures and Firm ADV:

https://adviserinfo.sec.gov/firm/summary/308977

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