The Calls
Dated predictions and their status, on one timeline. Left of today: already assessed. Green held up, red didn't hold up, amber partly. Right: still open; when a dot's date hits, the ledger checks it again against the public record.
Everyone Marko Papic (5)Eric Mogelof (5)Josh Wolfe (4)Larry Siegel (3)Ben Forman (3)Yann Robard (2)Tom Steyer (2)Ted Seides (2)Regan Bozman (2)Rajiv Jain (2)Matt Miller (2)Matt Brown (2)
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Next up (1)
474 days left 2027-12-31
Seides: Unlocked Private Market Capital Will Flow Back Into Public Equities
“The biggest impact of that over the next couple of years is that when private markets unlock for liquidity, the first wave of that money from the institutional market is going to go back to the public markets. It's not going to get recycled in the private mark…”
Closed calls (2) the full record →
Seides: Major private equity platforms will acquire deal teams within five years
“I'd be very surprised if you don't see one of the larger private equity players try to grow through acquiring teams. They are long capital and short origination or dealmaking capability relative to the capital they could command. So it does make sense that if …”