Illiquid Markets

topic on 1 show · 3 statements across 2 episodes

Capital Allocators

3 statements about Illiquid Markets, every show

Page: Liquid credit markets dislocate first before illiquid markets yield motivated sellers
“The biggest dislocations can often happen earlier, and you're going to be all in on your liquid strategies while you wait for the illiquid markets to turn into motivated sellers that ultimately allow you to shift the portfolio to more illiquid strategies.”
Marcia Page Dec 11, 2023 ▶ 34:41 Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)
Swensen: Private Equity Fee Burden Almost Guarantees Disappointing Returns
“He said, while illiquid markets provide a much greater range of mispriced assets, private investors fare little better than their marketable security counterparts, as the extraordinary fee burden typical of private equity funds almost guarantees delivery of di…”
Ted Seides Sep 9, 2023 ▶ 9:35 WTT: The Real Yale Model
Seides: Illiquid markets are far more efficient today than in the 2000s
“The illiquid markets today are far more efficient than they were in 2000 or 2009 when David published his groundbreaking work.”
Ted Seides Sep 9, 2023 ▶ 7:26 WTT: The Real Yale Model

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