Philipp Freise
11 statements across 1 episodes · 5 bullish · 4 bearish · 1 people on the record · first statement Jun 30, 2025 by Philipp Freise · across every show →
On the record as a speaker too: Philipp Freise's record, appearances and statements → this page counts the times other people say the name.
Everything said about Philipp Freise, oldest first
Jun 30, 2025 positive
Freise: Founders must pick long-term backers over quick-profit VCs
“As a founder, the Investors you choose are so important. So of course it makes a huge difference. You know, if you're the founder of Helsing and you choose Daniel Eck, because Daniel Eck understands what long-term business building means, you know, and you don…”
Jun 30, 2025 negative
Freise: Indebted governments resort to financial repression to inflate away debt
“So if you don't, if you can't really raise taxation And if you can't really reduce expenditure, the only other way to do it, to get rid of your, you know, interest income, if your interest load is to inflate away your debt, right? So you do financial repressio…”
Jun 30, 2025 bearish
Jun 30, 2025 bullish
Freise: KKR aims to increase retail investor base to 50%
“We have six hundred seventy billion under management now. This number will go up massively, but what I want to see, I think historically the kind of individual retail type, broad based investor base is roughly 20%, maybe 30%. I want to see that to go to 50%.”
Jun 30, 2025 positive
Freise Allocates 30% of His 401(k) to Private Equity
“I do, and I allocate it every year. I'm just a long-term investor, so there's no point in checking it every quarter, but if I check it every five years, and I reallocate it to the same allocation, by the way, I allocate, I think, 30% to my industry, and the re…”
Jun 30, 2025
Freise: Investors Must Impose Strict Annual Capital and Concentrated Risk Limits
“To have discipline, even in those times, yes, you want to deploy when there is incredible opportunity, but you need to set yourself Limits, right? There's just limits of how much you invest in a year, how many different types of in the theme things you back, b…”
Jun 30, 2025 positive
Jun 30, 2025 neutral
Jun 30, 2025 negative
Freise: Interest on national debt exceeds healthcare and defense spending in many countries
“If you think about 20, 25, 30% of all of our budgets going to two sources. One, to just serve, serve as the interest of the existing debt stock. It's huge. I mean, in many countries, these are higher expenditures Than our healthcare or defense budgets.”
Jun 30, 2025 bullish
Freise: Traditional SaaS Models Will Remain Good Investments Despite AI Hype
“When you see those winners, you better invest in double down and triple down, but it doesn't mean that software, you know, SaaS models investment, that is the bread and butter of many in our industry still. Will not be good investments anymore, and you just ha…”