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12 results for “consumer investing”
Topic4 mentions across episodes
consumer
“Why this VC ignored the AI hype to bet on overlooked consumer opportunities”
...consumer, high utility. You know, that is how I decided that, it seems like the right time to start making investments, in the consumer, behavior area. And that's how I landed up, launching Mineral Ca
3:14 / 3:36
founder story3:14 – 3:36
all their money back and you not being able to very easily give it to them. Shifting gears a little bit into some of the products and asset classes that have long been and are gaining momentum in that private wealth retail channel outside of the reti
22:27 / 23:31
from transcript22:27 – 23:31
...investing, even of our largest families, is less than 5% of their portfolios, which surprises me because it takes up a lot of conversation because you get excited about those things. So they're moving more towards portfolios. Most recently, folks are
44:12 / 45:21
from transcript44:12 – 45:21
And those yield oriented investments is where we've seen a lot of the initial interest in these alts for the private wealth channel. I'd predict wanna caveat that a lot here because I certainly don't have a crystal ball. You would see most of the ini
15:42 / 16:46
from transcript15:42 – 16:46
I think the driver at retail, and we have a particular lens on this because of our large public BDC that has a stock price that tends to look and feel a little bit more like a public equity exposure to an RIA. I had this debate for years with financi
14:59 / 16:02
from transcript14:59 – 16:02
However, the broad categories of private equity and richer capital gives similar exposure to The US stock market just in a different way. If you exclude absolute return and group the private equity and VC allocations into the equity bucket, and then
5:18 / 6:23
from transcript5:18 – 6:23
...investing is the hardest day to invest is always today. Throughout my career, you could look back at different points in time and say, wow. I'll tell you, the number of people who said they bought the market or bought credit in o nine is far higher t
33:04 / 34:11
from transcript33:04 – 34:11
investing is hard. I could look back at my time at Yale and say, boy, investing in hedge funds was so easy. You could invest in a diversified group of mergers doing merger arbitrage and make 14% net with very little risk. The hard part was knowing th
33:51 / 34:53
from transcript33:51 – 34:53
...investing, but that term has gotten it's difficult to use that term in all different jurisdictions and and what it means, but it's obviously highly related.
28:36 / 29:49
from transcript28:36 – 29:49
...around investing in more cyclical sectors and longer term structures. We invested in Brazilian private equity. And even though we did great on a local currency, we did not do great on a dollar basis.
46:32 / 47:33
from transcript46:32 – 47:33
We've heard a lot about how AI is going to require a tremendous amount of infrastructure, energy infrastructure too, and then people are interested in that. There are a lot of different opportunities in the private sector. We talked about private cre
23:14 / 24:22
from transcript23:14 – 24:22
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