A new executive order could radically reshape retirement investing by allowing private equity, crypto, and gold in 401(k) plans. This episode examines the factors driving the demand for alternative assets in defined-contribution plans, the potential risks to everyday investors, and why fiduciary rules and financial literacy gaps still matter. Show Notes Trump Executive Order to Help Open Up 401(k)s to Private Markets by Miriam Gottfried, Dylan Tokar, and Matt Wirz—The Wall … [Read more...]
490: Should You Invest in Private Equity?
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: Show Notes Understanding Private Fund Performance by Kaitlin Hendrix and Mamdouh Medhat—SSRN What Drives Private-Equity Performance Persistence? New Deal-Level Evidence by Axel Buchner and Susanne Espenlaub and Abdul Mohamed—SSRN Unlocking the Power of Relationships: Limited … [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: Show Notes US CEOs start to contemplate Trump, round 2 by Rana Foroohar—The Financial Times End of an Era: The Coming Long-Run Slowdown in Corporate Profit Growth and Stock Returns by Michael Smolyansky—The Federal Reserve 10-Year Stock Market Returns—Crestmont Research Stock Average—Crestmont Research Stock EPS … [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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options … [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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 351 Plus View and Listen To Other Plus Episodes Audio … [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: Show Notes Squaring Venture Capital Valuations with Reality by Will Gornall and Ilya A. Strebulaev How Do Venture Capitalists Make Decisions? by Paul A. Gompers, Will Gornall, Steven N. Kaplan, and Ilya A. Strebulaev What Are SPACs and Should You Invest in Them?—Money For the Rest of Us First Quarter 2021 Private Capital Quarterly Review—Fund Evaluation … [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. Become a Member If you would like to listen to this episode of Money For the … [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...]
