
Episode 38
Signal vs. noise: what the summer showed us, interest rates, and private equity
Talking Capital · Capital Generation Partners
September 12, 202432m 46s
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Show Notes
In this episode, Ian and Robert discuss:
- Summer recap: what did the market movements over summer teach us?
- Interest rates: how should investors think about portfolios in a time of falling rates?
- Private equity: why should investors have exposure to private equity?