Are We In A Private Equity Bubble? with Jared Dillian

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The Investipal Podcast

Investipal

44 episodes

4 days ago

Join Cameron Howe, CEO of Investipal, as he sits down with the most influential minds in wealth and investment management. From portfolio strategy and market trends to business growth, marketing, and innovation, every episode delivers practical insights and actionable advice to help financial professionals thrive. Whether you’re building your business, optimizing portfolios, or staying ahead of industry shifts, this podcast is your go-to resource for navigating the evolving world of wealth management.

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Are We In A Private Equity Bubble? with Jared Dillian

The Investipal Podcast

24 minutes 44 seconds

1 year ago

Are We In A Private Equity Bubble? with Jared Dillian

Jared Dillian is a writer, trader, musician, entrepreneur and educator.

In this episode, Jared shares his views on the potential $8 trillion private equity bubble, the current market environment, and how the relationship between time and money impacts financial success. We also discuss his views on commodities, investing strategies, personal finance tips and his books including his upcoming collection of short stories

Enjoy our conversation with Jared Dillian.

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Links

The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Meb Faber, Brent Beshore, Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.

Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/

Find Jared Dillian at:

https://www.jareddillian.com/

https://www.jareddillianmoney.com/

https://www.youtube.com/c/TheJaredDillianShow

https://www.linkedin.com/in/jared-dillian-411aaa1b

https://wggtb.substack.com/

https://x.com/dailydirtnap

https://dailydirtnap.com/

https://www.amazon.com/No-Worries-live-stress-free-financial/dp/1804090409/

https://www.amazon.com/Night-Moves-stories-Jared-Dillian-ebook/dp/B0DDLB49X1

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Key Takeaways

The private equity market is overcrowded and highly leveraged, with a lack of exits, making it unsustainable in the long term.
Interest rate cuts may have a minimal positive effect on the private equity market, as rates are unlikely to return to zero.
There is potential for a new super cycle in commodities, with broad-based participation across the market.
Understanding the relationship between time and money is crucial for building wealth, and prioritizing time over money can lead to a stress-free financial life.
Managing finances separately can help avoid conflicts and arguments about money in relationships.
For retail investors, active management and diversification can help mitigate volatility and risk.
The 'awesome portfolio' consisting of 20% stocks, 20% bonds, 20% cash, 20% gold, and 20% real estate can provide a balanced and low-volatility investment strategy.
Asset allocation should remain constant throughout an investor's career, rather than being based on age or risk tolerance.

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Timestamps

00:00 The Unsustainability of the Private Equity Bubble 02:17 Comparing the Private Equity Craze to the SPAC Craze 09:41 The Potential for a New Super Cycle in Commodities 12:06 Understanding the Relationship Between Time and Money 17:45 Managing Finances: Keeping Money Separate to Avoid Conflicts 20:05 Investment Strategies for Retail Investors: Active Management and Diversification 21:57 The 'Awesome Portfolio': A Balanced and Low-Volatility Investment Strategy 23:38 Consistency in Asset Allocation Throughout an Investor's Career