private markets
6 statements across 5 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Jan 2, 2019 by Scott Kupor · across every show →
Everything said about private markets, oldest first
Jan 2, 2019 neutral
Cooper: Discontinuous private markets force investors to price multi-year execution risk
“Private markets are discontinuous, right, which is there are, you know, unlike a trade, a public trading market where there is a price, obviously, that's published on a, you know, entirely throughout the day and overnight, part of what people are doing when th…”
Jun 14, 2019 negative
Dual-class shares are unnecessary in private markets due to illiquidity
“The reason why those tend not to exist in the private markets is we're all completely aligned, which is none of us have liquidity, right? So we can't, you know, in general, and many times we are prevented from selling our shares legally, so there's no liquid m…”
Mar 11, 2024 positive
Casado: Private markets alone cannot solve national AI technology needs
“I don't think the private markets solve everything. I do believe in, like, Public private partnerships. I do believe in institutions. I do believe that the government has a big role to play here, but I think that role to play is investing heavily in, in people…”
May 5, 2026 neutral
Private market correction will not trigger a 2008-style systemic crisis
“I, you know, so I think there'll be some correction in private markets, but it's not going to be 2008 where you were destabilizing the system because it's not owned by banks at 30 to one leverage or these days the leverage is lower, but plenty were 20 to 30 to…”
May 27, 2026 bullish