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
- 46
- Share
- 4.9%
- Shows
- 39
- Net sentiment
- +0.19
Up from 3.1% of episodes in the weeks before; net sentiment was +0.26.
Bullish 13Mixed 11Neutral 15Bearish 7
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 13
- Portfolio of minority stakes in insurance distributors grew NAV and produced strong realizations.B.P. MARSH & PARTNERS PLC - Half Year Results for the year ended 31 July 2026 · Investor Meet Company - Audio Archive · Oct 21
- Gross presents Bain's private model and long-term value creation as advantageous, especially through downturns.Episode 57: David Gross - Managing Partner of Bain Capital · Generating Alpha Podcast · Oct 20
- NFL's partnership with General Atlantic could generate substantial carried interest and fee revenue for league owners.The NFL Has a New Revenue Stream / NBA in Mexico City? · Sporticast · Oct 22
- Wellington's growing private strategy shows convergence of public and private markets benefiting investors.S4 | Episode 3: Exploiting the Convergence of Public and Private Markets with Wellington Management CEO, Jean Hynes · Capital Decanted · Oct 20
- PE firms are buying undervalued software companies after the sell-off, creating opportunity.Bumble to be Acquired by Ithaca Holdings for $1.3 Billion – The Special Situations Report Episode #73 · The Special Situations Report · Oct 19
- Beacon Point's strong margins and KKR's holding period suggest a likely continuation vehicle or new investor deal.Schwab takes its cut, Beacon Pointe powers up · This Week in Wealth · Oct 23
Show 7 moreShow fewer
- Host pitches private vehicles holding sports teams, restaurants and data center infrastructure as diversifiers."Set It and Forget It" Is Costing You Your Retirement · A Swift Kick In The Ass: Personal Growth & Resilience Podcast · Oct 23
- Institutional funds forced to sell at fund-life deadlines create discounted acquisition opportunities.Everyone’s Missing The Best Investment of The Decade | Grant Cardone & Leon Wankum · Rob Wallace | Bitcoin News · Oct 23
- Private equity has grown for decades and is democratizing to retail investors, boosting demand for software.[REPLAY] DealCloud - Ben Harrison (Dealcloud), (S3. Sponsored Insight) · Capital Allocators – Inside the Institutional Investment Industry · Oct 22
- Gap in growth capital for steady-state early-stage MGAs and brokers is an attractive investment opportunity.Ep321 Dave Walsh & Graeme Newman Kantara Capital: Pull, not Push · The Voice of Insurance · Oct 20
- Citadel's purchase of a distressed fund's portfolio at a discount shows the margin-of-safety opportunity in forced selling.Ken Griffin: AI Bulldozes Moats, GPUs Echo the 2000 Bust | Investor Playbook · Deep Values · Oct 25
- Private equity buying in the UK small-cap market supports takeover prices and underpins valuations.2514: The Exchange with Richard Penny of Oberon Investments · The Vox Markets Podcast · Oct 19
- Frequent takeover interest from international and private equity buyers in UK businesses.CT UK HIGH INCOME TRUST PLC - Investor update · Investor Meet Company - Audio Archive · Oct 20
Bearish 7
- PE take-outs of cheap UK companies at modest premiums can transfer value away from shareholders.The cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital · Yet Another Value Podcast · Oct 20
- Traditional private equity's short holding periods and flip-driven model are criticized as value-destroying for owners.Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521) · Capital Allocators · Oct 19
- Leverage and uncertain long-term commitment of PE owners of RIA and broker-dealer firms raise concerns.Deep Research: How Smart Money Evaluates Wealth Management Firms · The Diamond Podcast for Financial Advisors · Oct 22
- Higher rates and rising credit costs could pressure leveraged private equity models.Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26 · The Exchange · Oct 20
- Private equity leverage model struggles when rates stay high, with exits slowing and distributions delayed.Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80 · The Real Eisman Playbook · Oct 19
- Layers of SPVs with stacked fees on OpenAI and Anthropic shares look like a frenzied, risky market.Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez Kassam · The Pomp Podcast · Oct 20
Mixed 11
- Contrasts Cambrick's long-hold model with traditional private equity's quick flips and auctions.Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521) · Capital Allocators – Inside the Institutional Investment Industry · Oct 19
- PE holds are extending and continuation vehicles face LP scrutiny, while exits are still needed.Private Equity in Q3 2026: Holds Stretch as the Deal Market Waits · Private Equity Podcast: Karma School of Business · Oct 21
- Managers see wide discounts in private equity trusts offering upside, but flag distress in some holdings.MIGO OPPORTUNITIES TRUST PLC - Investor Presentation relating to the quarter ending 30 September 2026 · Investor Meet Company - Audio Archive · Oct 21
- Companies stay private longer, but IPO window reopening is expected; liquidity and DPI matter for LPs.20VC: You Need $1BN To Do Seed Today: The Untold Truths of Venture | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI with Sameer Dholakia, Bessemer · 20VC · Oct 19
- Blackstone's private equity dealmaking is described as active, with strong pipelines but rising rates as a headwind.Moderna’s Dr. Stephen Hoge on AI and the Future of Healthcare · Inside Blackstone · Oct 20
- Secondaries are an important liquidity valve, but are hard for multistage firms to use at scale.Carnegie Mellon's Miles Dieffenbach: Can Mega Funds Still Produce Venture Returns? · Origins: Inside Venture Capital · Oct 20
Show 5 moreShow fewer
- Companies are staying private longer, though speaker expects an IPO window to reopen in 2027 and 2028.20VC: You Need $1BN To Do Seed Today: The Untold Truths of Venture | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI with Sameer Dholakia, Bessemer · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 19
- Private equity buying small businesses is seen as both an exit option and a source of quality decline.Meet The Millionaire Class That Really Runs America · Prof G Markets · Oct 23
- Private equity is described as a growing, prudent option, though it has not clearly beaten public market equivalents.[REPLAY] DealCloud - Ben Harrison (Dealcloud), (S3. Sponsored Insight) · Capital Allocators · Oct 22
- Ramp's rise and Brex's acquisition show private market valuations are high yet questioned by some.1108. News: Ramp hits $60bn valuation, UK venture capital breaks records, and Bank of America and Amex face AML fines · Fintech Insider Podcast by 11:FS · Oct 19
- Exits are hard, but dislocation and consolidation create opportunities for well-capitalized buyers.11AM Hour: EQT Chairman, TD Bank Vice Chair & Anthropic Gets Philanthropic 10/19/26 · Squawk on the Street · Oct 19
Neutral 15
- Discussed as a buyer of private businesses and a route for owners to exit.America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street · Motley Fool Hidden Gems Investing · Oct 25
- Discussed as a fee-heavy, poorly served asset class whose data needs standardizing for investors.Streamlining of Alternative Investments · Wealth Actually · Oct 23
- Discusses private market infrastructure, valuation marks, and manager reporting that remains largely manual.Olivier Babin & Naunidh Nallah – Tetrix (EP.87) · Investment Management Operations · Oct 20
- Historical discussion of Apollo's distressed-debt and buyout tactics, mostly factual rather than an investing call.Bill Cohan on Leon Black: From Drexel to Apollo, and Could Athene Trigger the Next Financial Crisis? · The World According to Boyar · Oct 21
- Discussed factually as venture structures, tender offers and secondaries rather than as a directional investment call.E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in Startups · How I Invest with David Weisburd · Oct 21
- Discussion of secondary sales and adverse selection in private markets is largely factual rather than directional.We asked 3 VCs: would you invest in Elizabeth Holmes’ next startup? | E2353 · This Week in Startups · Oct 22
Show 9 moreShow fewer
- Discussion of how PE firms source deals, fundraise and manage deal lifecycles using data and software.AI in the Investment Firm – Ben Harrison (EP.522) · Capital Allocators · Oct 22
- Covers a firm's majority stake sale to private equity and the resulting ownership dispute.Why AI Makes Human Advisors More Valuable, Not Less featuring Bryan Hyman (Ep. 30) · Contrasting Viewpoints with Mark Hurley and Ray Sclafani · Oct 23
- Discussed as real estate asset management and 1031 and DST exit options rather than a market call.Why Family Offices Are Turning to the Outsourced Real Estate CIO · The Mack Podcast · Oct 23
- Covers how Apollo structured ownership and its expectations for an eventual exit.Apollo’s Yahoo Playbook, 5 Years After the $5B Deal · Sourcery · Oct 19
- Covers endowment and pension allocations to private markets and co-investment practices in a factual way.E444: President of NEPC on Picking Fund Managers, Venture Capital, and AI Risk · How I Invest with David Weisburd · Oct 19
- Discussion of PE firm workflows across fundraising, deal lifecycle and exits, plus the liquidity bottleneck.AI Tools for the Investment Firm – Ben Harrison (EP.522) · Capital Allocators · Oct 22
- Discussed only as background on Michael Gentile's early investment and the company's funding history.Group Eleven Resources (TSXV:ZNG) - Copper Takes Center Stage at Ballywire · Company Interviews · Oct 21
- Sprott Trust trades at a discount to NAV and cannot raise capital to buy uranium.October 20, 2026: Contracts come before new mines · Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World · Oct 20
- Hosts describe founders using debt-backed lines to sell secondary stock without a negative signal.Elizabeth Holmes and Theranos, AI Data Center Forecast Jumps, Call of Duty Review | Diet TBPN · TBPN · Oct 20
Around it
Companies named
- Stripe 2
- Anthropic 2
- Cambrick1
- Ramp 1
- Brex1
- EQT1
Shows that covered it most
- Capital Allocators4
- Investor Meet Company - Audio Archive3
- Capital Allocators – Inside the Institutional Investment Industry2
- How I Invest with David Weisburd2
- 20VC1
- Fintech Insider Podcast by 11:FS1
Travels with
Themes in the same episodes, against chance.
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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