How do buyouts, venture capital, and growth equity work? Has private equity outperformed the stock market, and can individual investors pursue these investment strategies? Topics covered include: How are private equity funds structured, and what are the fees How is private equity performance measured, and how has it performed Why does private equity have such a large dispersion of returns compared to the public stock market What is private equity dry powder, and why is there … [Read more...]
458: Dissecting Stock Returns: Financial Engineering or Genuine Growth?
Do the impressive returns in public and private markets stem from strategic financial engineering or reflect actual economic growth? Topics covered include: How corporate profit growth is linked to economic growth, even though corporate profits are more volatile How interest rates, tax rates, and stock buybacks influence corporate profits and stock returns Why there are fewer publicly traded stocks How the increase in leveraged buyouts has impacted the economy How private … [Read more...]
374 Plus: Portfolio Trade, A New Risk Parity ETF, and the Moonfare Private Equity Platform
In Plus Episode 374, David reviews why he reduced his exposure to Ether by half. We analyze the Ultra Risk Parity ETF (UPAR). Finally, we take a look at the Moonfare Private Equity platform that allows individual investors to invest in institutional leveraged buyout and venture capital funds. … [Read more...]
351 Plus: Using Stop Losses and a Framework for Evaluating Private Investment Funds
In Plus Episode 351, we explore how stop losses work and whether they can be effective or not. We also discuss a framework for evaluating private investment partnerships, such as commercial real estate funds. … [Read more...]
350: How to Invest in Startups on Equity Crowdfunding Platforms?
The risks and opportunities of investing in startups on equity crowdfunding platforms. Topics covered include: Why do individual investors now have more access to startup investments What has been the historical performance of venture capital funds How most startups fail, leaving only a few startups to offset portfolio losses What factors to consider when deciding on which startups to invest Why do startups have so many different share classes What platforms are … [Read more...]
332 Plus: Comments on Interest Rate Increases, Recent Portfolio Trades, and Online Platforms For Purchasing Private Companies
In Plus Episode 332 for the week ending February 27, 2021, we put the recent jump in interest rates into historical context. We look at what determines interest rates and the secular trends that have led to lower interest rates. We review portfolio trades David has made in his portfolio in February. Finally, we look at various platforms for purchasing private companies including EquityZen and CrowdStreet. … [Read more...]
136 Plus: Emerging Market Bonds, Private Equity, Home Purchases and Household Debt
This week December 10, 2016 on Money For the Rest of Us Plus we look at emerging market bond investing in the current environment, we analyze a low minimum private equity fund of fund, explore current household debt balance and delinquency trends and discuss whether to get a home mortgage when purchasing a first home. Audio duration: 26:45 … [Read more...]
An Introduction to Private Capital
This audio lesson is an introduction to private capital. Topics discussed include: What are the types of private capital. How are private capital funds structured. Who can invest. Why do institutions and individual investors invest in private capital. What are the return expectations for private capital. The episode length is 12 minutes. … [Read more...]
