Global Capital

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Global Capital, every show

Aitken: US administration is directly signaling global capital to leave
“We now have an administration sending a very direct message over and over again to global capital. And I paraphrase, please go away.”
James Aitken Apr 14, 2025 ▶ 7:40 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Choe: Trillions in Global Capital Create a Valuation Floor for Private Equity
“We do think there is a little bit of a floor or a cushion to valuation mean reversion risk because of the fact that there's just trillions of dollars of global capital that wants to get allocated to private equity that will create a bit of a technical floor to…”
Mike Choe Feb 17, 2025 ▶ 51:34 Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)

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