
Patrick Boyle On Finance· Staffel 5· Folge 42
Private Equity’s Quiet Crisis!
Sonntag, 19. Oktober 2025 · 24 min
Kapitelklicken springt direkt hin
Shownotes
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 modelFrom 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: amzn.to/3eerLA0 (amzn.to/3eerLA0)
Derivatives For The Trading Floor: amzn.to/3cjsyPF
Corporate Finance: amzn.to/3fn3rvC (amzn.to/3fn3rvC )
Ways To Support The Channel:
Patreon: patreon.com/PatrickBoyleOnFinance… (patreon.com/PatrickBoyleOnFinance)
Buy Me a Coffee: buymeacoffee.com/patrickboyle