Private Equity seems to be having a moment. After a few decades of being reserved for the most qualified investors, the gates have been opened to the masses. Today, we’re looking at just why this shift is happening, what it means for you, and what you should consider before investing in Private Equity including returns, fees, and flexibility compared to the stock market. In this episode of Off the Wall, hosts David B. Armstrong, CFA®, and Erin M.
[00:50] Introducing Nate Tonsager & The topic of today’s episode
[02:40] The State of Nate: Inflation & Federal rate hikes
[05:29] Does it matter if inflation goes down or not?
[09:23] Will the market rebound in Q3 (July/August) continue in the short-term?
[12:48] When should I re-enter the market after a “storm”? Should I wait to invest my cash until I feel better?
[13:55] Will the market rebound in Q3 continue in the long-term? What is the probability of a recession happening in the future?
[17:45] What is MONCON? & The MONCON level we’re at right now.
[25:00] Why we don’t pay attention to individual earnings reports and expectations.
[32:37] The future of fed rate hikes & How to use the CME FedWatch Tool
[40:17] What’s on our minds right now: Outperformance of small cap stocks & The breakout between services and goods inflation.