Private Markets
Private equity and secondaries
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 31
- Share
- 2.9%
- Shows
- 29
- Net sentiment
- +0.38
Down from 3.3% of episodes in the weeks before; net sentiment was +0.21.
Bullish 12Mixed 5Neutral 10Bearish 4
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 12
- Secondaries volume is tiny versus alts assets, suggesting a large runway for growth and mismatched LP liquidity needs.E437: Doug Beyer on Raising Capital, LP Psychology & GP Stakes · How I Invest with David Weisburd · Oct 2
- Private buyers are taking undervalued cash-generative European companies private at significant premiums.Where's the Cash? · The Capital Cycle Podcast · Sep 30
- Full-potential ownership and value creation are presented as the way private equity should work, with strong post-IPO results.EQT's Christian Sinding - "Why not" Europe and building the €1 trillion company · Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets · Sep 29
- Long Lake buys profitable founder-owned businesses and plans to hold them permanently for compounding.Bringing AI to the Real Economy | Alexander Taubman · David Senra · Sep 30
- Infrastructure investing is framed as a value-oriented, long-duration private strategy with strong DPI discipline.Infrastructure: Today’s “Generational” Investment Opportunity · The Allocation: Private Markets for the Total Portfolio · Sep 30
- Capital from super majors, national oil companies and private players is pursuing Canadian energy assets, driving M&A.The Energy Trade Isn’t Over, It’s Changing: What to Buy Now · In the Money with Amber Kanwar · Sep 29
Show 6 moreShow fewer
- Argues private asset firms and GP stakes benefit as billions flow into private markets, including via 401k access.He's Made Money On 95% Of His Deals (Here's How) | Christopher Zook · The Pomp Podcast · Sep 28
- Roughly $350 billion in private real estate dry powder supports takeover demand and premiums for public REITs.Is Real Estate Dead Money? This Investor Says Absolutely Not · In the Money with Amber Kanwar · Oct 1
- Acquisitions of fulfillment operations produced five to seven times efficiency uplift in short time horizons.The $3B Company Trying to Beat Amazon Prime · Sourcery · Sep 29
- Wood's venture fund targets private companies, arguing private-for-longer trends are shifting toward public listings.Disruptive Innovation and the ARK Venture Fund, Featuring Cathie Wood (ARK Invest) · The Exchange by EW&L Private Wealth · Sep 28
- Pai favors Southeast Asian private assets whose valuations look attractive versus crowded AI trades.Money and Me: Is the AI Sell-Off a Buying Opportunity Now? Plus Costco and Nike · Live Well ft. Lance Alexander · Oct 1
- Weilong raised over $600 million in 2021 at a valuation above 60 billion yuan from major investors.No.221 中国辣条江湖 · 半拿铁 | 商业沉浮录 · Sep 30
Bearish 4
- Private equity software deals face extended holding periods, marks to zero, and reputational damage for the industry.Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap · The Real Eisman Playbook · Oct 2
- Private equity holds many unsold companies and buys advisory firms with poor outcomes for clients.Exploring Market History and Trends · Watchdog on Wall Street with Chris Markowski · Oct 3
- Private equity ownership of hospitals is linked to staffing cuts, worse outcomes and closures.Daily Digest Sep 29: Anthropic Records $42 B Loss, OpenAI Scraps Astra, Taxpayers Paid $600 M for Vaccine Data They Can't Get · Peak Prosperity · Sep 29
- Early investors pulling out secondary sales before the company's collapse is framed as a betrayal.Adam Neumann: The Real Story Behind WeWork, A $4 Billion Cab Ride, And Surviving A $460 Million Debt · The Diary Of A CEO with Steven Bartlett · Sep 28
Mixed 5
- Secondary discounts around 13% and day-one markups raise valuation questions, though demand for liquidity is rational.Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets · The Compound and Friends · Sep 28
- Pre-IPO stakes in Kalshi and Polymarket bring valuation and liquidity tradeoffs for daily-liquid ETFs.The Only ETF Holding Kalshi and Polymarket | Paisley Nardini, Tema ETFs · Behind the Ticker · Oct 4
- Private equity brings growth capital to teams but also pushes ticket and concession prices higher.Playbooks and Portfolios: Sports Media, Alternate Markets, and Protect College Sports · Playbooks & Portfolios · Oct 1
- High-quality companies able to cover higher debt costs are outperforming, while cash-flow-distant firms struggle.The Bridge Ep. 23: Can AI Deliver Returns, Not Just Hype? · The Bridge by iCapital · Sep 30
- PIPE-backed reverse mergers reflect a shift in how biotech capital is raised, with some certainty benefits.Ep. 389 - IgA nephropathy, Overton hearing, reverse mergers' new look · BioCentury This Week · Sep 29
Neutral 10
- Ferrari contrasts Bending Spoons' deep operational integration and hold-forever model with typical private equity practice.This EU Firm Made Billions Buying Up Forgotten Tech · Prof G Markets · Oct 4
- Covers Vélez's early career at General Atlantic and Sequoia's Brazil investment decisions in a factual way.Coming to America: David Vélez and Nubank · Colossus Magazine · Oct 3
- Brings in outside investors or sales as a source of capital and discipline.How Family Businesses Should Plan for Generational Success · Exchanges · Sep 29
- Touches on selling a business to buyers and transferring ownership, without a clear investment lean.Exit Planning 101: How Business Owners Maximize Value Before They Sell | With Mark Borough, CEPA · The Price of Civilization · Sep 29
- Discussion of public versus private market convergence, private company formation and funds of YC companies.Ryan Nowicki Stewart (CEO, Pennant AI): AI, Proxy Voting, and the Future of Governance · Boardroom Governance with Evan Epstein · Sep 29
- Notes PE firms adopted brand marketing early because portfolio companies benefit from it.How Apollo, Citadel, Blackstone, & Bridgewater Built Their Brands · Sourcery · Sep 28
Show 4 moreShow fewer
- Firm expanded into alternative and private investments such as real estate and venture capital.October 2, 2026 – Magnus Financial Group Ron Deutsch and Tough Enough Matt Hunter · School for Startups Radio · Oct 2
- Chile's private pension fund system and its role in capital markets is discussed factually.Axel Kaiser Explains the Javier Milei Effect · The Reason Interview With Nick Gillespie · Sep 30
- Discussed the view that independents may remain private as family-office capital funds them."You Have to Be Willing to Change Strategy" – Scott Sheffield, Author of "From Tehran to the Permian" · C.O.B. Tuesday · Sep 30
- Lifco's long-term ownership is contrasted with private equity's faster exit-driven approach to acquisitions.Ep 17. Lifco: Swedish Serial Acquirer, 275 Companies, One Owner, 129% · Operational Velocity · Sep 29
Around it
Companies named
- SpaceX 2
- Hamilton Lane1
- WeWork1
- Anthropic 1
- EQT1
- Galderma1
Shows that covered it most
- Sourcery2
- In the Money with Amber Kanwar2
- The Compound and Friends1
- The Diary Of A CEO with Steven Bartlett1
- The Exchange by EW&L Private Wealth1
- The Pomp Podcast1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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