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Tag: Public Markets

Stonks

July 23, 2020July 23, 2020 by Mike

Continue reading “Stonks”

Posted in Uncategorized

Tagged 401(k), Blackstone, Cash App, David Bromwich, Digital Assets, Financial Euphoria, Governance, KKR, Leveraged Buyouts, Ludovic Phalippou, Matthew Klein, Michael Pettis, Performance, Private Equity, Public Markets, SEC, slideshow, Square, Stonks, Tokenization, Trade Wars Are Class Wars, Transparency

Image and Reality

May 14, 2020July 4, 2020 by Mike

Continue reading “Image and Reality”

Posted in Uncategorized

Tagged Actis, Asset Management, Barbara Tuchman, Bitcoin, Coronoavirus, Covid-19, Debt, Digital Assets, Emerging Markets, Federal Reserve, Institutionalization, KKR, Leveraged Buyouts, Macro, Marc Andreessen, Netflix, Political Risk, Private Equity, Public Markets, slideshow, Value Creation, Venture Capital

Active Management

October 17, 2019October 17, 2019 by Mike

Continue reading “Active Management”

Posted in Uncategorized

Tagged Active Management, Africa, Asia, Bain Capital, Blackstone, Cambridge Associates, Central & Eastern Europe, Currency Risk, Debt, Eileen Appelbaum, Elizabeth Warren, Emerging Markets, Exits, KKR's, Latin America, Leveraged Buyouts, Passive Investing, Performance, Private Equity, Public Markets, Regulation, slideshow, T.S. Eliot, Value Creation

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