private sector

3 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Jul 30, 2018 by Charlie Ellis · across every show →

Everything said about private sector, oldest first

Jul 30, 2018 negative
Assertion Supported
Half of US private-sector workers have no retirement plan outside Social Security
“The same thing, if you look at individuals, we've got half the population does not have a retirement plan. Private sector. They've got Social Security, but no retirement plan.”
Charlie Ellis Jul 30, 2018 ▶ 36:24 Charley Ellis - Indexing and Its Alternatives (EP.62)
Oct 26, 2020 negative
Opinion
Papic: Public market ESG is meaningless; real edge is in private markets
“Now, the problem I have, though, is that in the public markets, there's clearly this kind of rubber stamp of ESG that I think a lot of investors have already figured out is almost meaningless. Because you have these ESG indices that are like everybody but poor…”
Marko Papic Oct 26, 2020 ▶ 36:22 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Apr 14, 2025 bearish
Opinion
Aitken: Private sector lacks balance sheet capacity to intermediate Treasuries
“There is not enough private sector balance sheet capacity to intermediate this enormous stock of treasuries. It's a capacity problem.”
James Aitken Apr 14, 2025 ▶ 39:18 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
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