Private Equity’s Opaque World

Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that get caught up in frantic enth ...  Show more

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ...  Show more

Private equity is a business operation where companies are bought and run at their leanest to maximize returns for a handful of investors. It can be a lifeline for a flailing company or run it into the ground. Either way, PE firms make out like bandits.See omnystudio.com/listener ...  Show more

When it comes to investments, value sometimes resides in unlikely places. Pete Briger, CEO of Fortress Investment Group, specializes in buying bad debt and spinning it into gold.

In this episode of All Else Equal, Briger, who dubs himself a “garbage collector,” ...

With interest rates high, private equity has had a harder time finding investors … and making money. To solve this problem, the industry has found novel ways to avoid closing their funds. But time may be running out. Today on the show, Katie Martin and Rob Armstrong talk to the F ...  Show more

📗 Order my book, Breaking Free From Broke. 🎧 Or check out Breaking Free From Broke on audiobook. Selling a piece of your house to Wall Street sounds insane, right? Well, that’s what’s happening with home equity agreements—and millions of Americans are falling for it. In this ep ...  Show more