public equity markets

“Tell me why it can't be 20% relative to the size of the Publix, or 30%. Because I think what has happened in the last couple of decades is almost a complete development, and you're seeing this on the credit side, of a completely independent private capital mar…”

“There's really nothing worse to public equity markets than a reorganized equity that's less liquid than a regular equity that just went through bankruptcy and is a value stock.”

“You can pretty consistently make good returns, but I would say that these are lower returns than you got in the previous 10 years with private equity, but they're going to be a lot better than the returns in the public equity market.”

“Unless you are a super growth, super techie company, you can't get public these days. And that's part of the boom of the private equity industry. Like the companies I took public as a 28 year old could not go public today. They can only be owned by private equ…”

“Now, unlike the public equity markets back then, even through the tech bubble, where there was a lot of shenanigans and bad companies that went public, it's not even close to the number of terrible projects and things that are tokens today. Like the percentage…”

“If those ROIs don't come to pass, I don't think the whole system is going bankrupt, but that clearly will have a weighing effect on the markets. Certainly the biggest hyperscalers will be okay, but that cascades down to many, many players, some of whom have go…”