private markets

4 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement May 20, 2022 by Tony Fadell · across every show →

Everything said about private markets, oldest first

May 20, 2022 neutral

Opinion

The 2022 market downturn is heavily concentrated in private markets

“Some of it's in the public markets. Most of it's in the private markets. Back in 2000, it was almost all public markets and not necessarily private.”

Tony Fadell May 20, 2022 ▶ 12:29 Legendary iPod & iPhone Creator Tony Fadell Shares His Design Secrets · Joe Lonsdale

May 17, 2023 negative

Assertion Not checkable as stated

Hodges: 90% of private market LPAs are filled out incorrectly

“You have to fill out oftentimes it's called an LPA. It is a 50 to a hundred page static form that is very dense. And is filled out incorrectly, 90% of the time.”

Eliot Hodges May 17, 2023 ▶ 7:00 Ep 58: Private Markets Outperform Public But They're a Mess! Eliot Hodges Is Fixing That. · Joe Lonsdale

May 17, 2023 bullish

Prediction Partly held up

Hodges: Private market assets will reach $25T in a couple of years

“It's a 15 trillion dollar asset industry today. It's going to be a 25 trillion dollar asset industry in the next couple of years.”

Eliot Hodges May 17, 2023 ▶ 11:32 Ep 58: Private Markets Outperform Public But They're a Mess! Eliot Hodges Is Fixing That. · Joe Lonsdale

Nov 2, 2023 positive

Assertion Supported

Miller: The average family office holds 30% to 50% in private markets

“Most, the average family office holds about 30 to 50% in private markets, and so there's a ton of experience that they can share with our users.”

Jacob "Jake" Miller Nov 2, 2023 ▶ 23:49 Ep 68: Are High Interest Rates & Inflation Here to Stay? How to Generate Alpha with Jacob Miller · Joe Lonsdale

private markets

Everything said about private markets, oldest first

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