Private Equity’s Quiet Crisis!
Patrick Boyle 25:17
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Private equity has long promised smooth returns, operational excellence, and sophisticated diversification. But behind the pitch decks and performance charts lies a growing crisis. In this video, we explore:
🔹 Why private equity firms are struggling to exit investments
🔹 The illusion of stability created by stale pricing
🔹 The role of leverage in driving returns — and fragility
🔹 The push into 401(k)s and what it means for retail investors
🔹 The rise of continuation funds, NAV loans, and other liquidity maneuvers
🔹 The social and regulatory backlash against PE roll-up strategies
🔹 What Bain, Buffett, and Cliff Asness really think about the model
From inflated IRRs to collapsing portfolio companies, the cracks are starting to show. Is private equity still a smart bet — or just a sophisticated shell game?
Patrick's Books:
Statistics For The Trading Floor: https://amzn.to/3eerLA0
Derivatives For The Trading Floor: https://amzn.to/3cjsyPF
Corporate Finance: https://amzn.to/3fn3rvC
Ways To Support The Channel
Patreon: https://www.patreon.com/PatrickBoyleOnFinance
Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle
Visit our website: https://www.onfinance.org
Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social
Business Inquiries ➡️ sponsors@onfinance.org
Patrick Boyle On Finance Podcast:
Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b
Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313
Google Podcasts: https://tinyurl.com/62862nve
Join this channel to support making this content:
https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join
Private equity has long promised smooth returns, operational excellence, and sophisticated diversification. But behind the pitch decks and performance charts lies a growing crisis. In this video, we explore:
🔹 Why private equity firms are struggling to exit investments
🔹 The illusion of stability created by stale pricing
🔹 The role of leverage in driving returns — and fragility
🔹 The push into 401(k)s and what it means for retail investors
🔹 The rise of continuation funds, NAV loans, and other liquidity maneuvers
🔹 The social and regulatory backlash against PE roll-up strategies
🔹 What Bain, Buffett, and Cliff Asness really think about the model
From inflated IRRs to collapsing portfolio companies, the cracks are starting to show. Is private equity still a smart bet — or just a sophisticated shell game?
Patrick's Books:
Statistics For The Trading Floor: https://amzn.to/3eerLA0
Derivatives For The Trading Floor: https://amzn.to/3cjsyPF
Corporate Finance: https://amzn.to/3fn3rvC
Ways To Support The Channel
Patreon: https://www.patreon.com/PatrickBoyleOnFinance
Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle
Visit our website: https://www.onfinance.org
Follow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.social
Business Inquiries ➡️ sponsors@onfinance.org
Patrick Boyle On Finance Podcast:
Spotify: https://open.spotify.com/show/7uhrWlDvxzy9hLoW0EYf0b
Apple: https://podcasts.apple.com/us/podcast/patrick-boyle-on-finance/id1547740313
Google Podcasts: https://tinyurl.com/62862nve
Join this channel to support making this content:
https://www.youtube.com/channel/UCASM0cgfkJxQ1ICmRilfHLw/join
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