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Patrick Boyle

Private Equity’s Quiet Crisis!

Dienstag, 3. November 2026 · 34 min

MP3

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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?

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Derivatives For The Trading Floor: amzn.to/3cjsyPF
Corporate Finance: amzn.to/3fn3rvC

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