| That old private equity model is mostly extinct. In its place, former Wall Street trader Jared Dillian sees an $8 trillion bubble, built on massive layers of debt across 17,000 private equity firms. Jared says this bubble poses a systemic threat to the entire financial system, with the potential to implode in ways similar to what we experienced during the 2008 financial crisis. He also explains the opportunities it presents for investors who get ahead of it. Jared just released a comprehensive white paper on the private equity bubble—and what he’s calling the “Big Short 2.0.” Access your FREE copy by clicking the link below. Find Jared Dillian’s free exposé on private equity here: https://www.jareddillianmoney.com/go/JD059AF031/MEC Follow Jared Dillian on X (Twitter): https://x.com/dailydirtnap Follow Jared Dillian on LinkedIn: https://www.linkedin.com/in/jared-dillian-411aaa1b/ Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Time stamps: 00:00 – Introduction 01:23 – The nuts and bolts of private equity 04:30 – The old private equity model is mostly extinct 06:46 – The place everyone in finance wants to be 07:47 – The time horizon conflict 09:04 – Massive leverage and systemic risk 12:21 – Vulture capitalism 14:24 – Shorting PE firms and Kim K. 15:02 – Chicago Bears’ Caleb Williams launched 888 Midas 16:01 – Why private equity is a true bubble 19:21 – How higher interest rates amplify the risk 23:23 – Big bubble signs 26:33 – How individuals can get positioned 30:11 – The Big Short 2.0 |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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