private markets
5 statements across 5 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Nov 6, 2024 by Jordi Hays · across every show →
Everything said about private markets, oldest first
Nov 6, 2024 neutral
Private Venture Markets Effectively Function as Legalized Insider Trading
“The interesting thing though is that the private markets effectively have legalized insider trading already, right? All the private markets are, is like using inside knowledge on companies, teams, founders, and placing bets accordingly.”
Nov 23, 2024 bullish
Dec 2, 2024
Hays: Private market investing is effectively legalized insider trading
“The thing with the private markets is it's basically just like nonstop, like insider trading, but it's legalized. So if you know more about a specific company, you are allowed to invest as much as you want into that business. And you have a real edge there.”
Apr 26, 2025 neutral
Lessin: Public and private markets have decoupled into separate valuation systems
“I actually think what we now have, Weirdly is effectively several markets for companies that are pretty decoupled from each other and kind of have their own logic and exist in their own vacuum. So like there is a public market, like the public market exists is…”