Private Equity Podcast
In response to some of the comments I’ve recently read from executives in the private equity (PE) space, I recently joined Dave Armstrong and Erin Hay from Monument Wealth Management to discuss PE investments. I think we did a good job of highlighting some of the concerns or questions that people should ask before they potentially take the PE plunge. Per the material I’m reading, almost everyone is going to be propositioned to invest in PE in the near future, so it can’t hurt to be more aware of the realities of PE hence sharing a link to the podcast below. Enjoy.
very thoughtful conversation, thx
PE retail push could be symptom not only of low int rates, but also pitch to boomers and that window of rolling out of stocks into safer assets, an easy pitch to pivot from "risky stocks" into "more stable PE" (but we know it's bullshit since the correlation is high).