Market & Economy - Tariffs lead to higher pricing, but the market has shown resilience [3] - The economy's performance dictates the impact of tariffs; a strong economy can withstand tariffs, while a struggling one requires lower rates or tariffs [4] - Current market valuations are considered expensive, making it difficult to find discounted assets [11] Distressed Debt & Lending - Opportunities in distressed debt are currently limited in the US, with more opportunities in Europe and Asia [5][6] - Lending rates in Europe and Asia can reach 12% to 15% for short-term capital [6] - Lending is often based on asset value rather than cash flow, catering to those who need short-term capital [7][8] - Lowering of rates by the Federal Reserve would lead to charging less, around 500 to 700 basis points over SOFR [9] - A significant rate decrease (1% or 2%) would indicate substantial economic problems [10] Private Equity & Alternative Investments - There are concerns regarding the democratization of private equity into 401k plans due to the illiquid nature of these investments and the liquidity needs of retail investors [14][16] - Small investors may face challenges with illiquid private equity investments, potentially needing to sell at a discount if they require capital [19]

Goldman Sachs is looking to capitalize on helping private equity clients saddled with bets they can’t exit https://t.co/zWYPeTuiHr ...

Market Trends & Dynamics - The availability of capital in private markets allows companies to invest for the long term and avoid being driven by quarterly earnings [2] - The future may see large manufacturing consumer companies remaining private [3] - There could be an index of private companies alongside the S&P 500 index [5] Investment Opportunities & Potential Risks - Private markets allow companies to obtain massive amounts of debt and equity to finance their business plans without accessing public markets [2] - Future defense companies are likely to remain private [3] - There is potential for a hundred industrial companies to remain private, offering investment opportunities [4] Regulatory Environment & Market Access - Some suggest democratizing private markets by encouraging companies to go public and reducing regulations around being public [1] - Increased transparency, market making, liquidity, and access in private markets are anticipated [5] - Current administration's steps are seen as potentially leading towards increased access to private markets [5]

Eight U.S. and Indian VC and PE giants are teaming up to fuel India's deep tech boom. https://t.co/TbNcFVblWm ...

On-Chain Asset Expansion - Sei Network aims to bring a wide range of traditional financial assets on-chain, including stablecoins, treasuries, ETFs, GDP data, stocks, money markets, mutual funds, derivatives, corporate bonds, commodities, private equity, and index funds [1] Speed and Efficiency - Sei Network emphasizes faster transaction speeds for all on-chain assets [1]

Onchain Assets - Everything is coming onchain, including Stablecoins, Treasuries, ETFs, GDP Data, Stocks, Money Markets, Mutual Funds, Derivatives, Corporate Bonds, Commodities, and Private Equity [1] Blockchain Platform - Everything moves faster on Sei, indicated by the ticker symbol ($/acc) [1]

Is Private Equity Right For Your 401(k)? A Look At Potential Risks And Rewards https://t.co/o1vywwYmK3 https://t.co/WYJ6b1JgOV ...

Is Private Equity Right For Your 401(k)? A Look At Potential Risks And Rewardshttps://t.co/ju83Hq4H1K https://t.co/Cx3UpNdJYE ...

All right. So, global M&A is up 36%. US M&A is up 20%.So, we're actually kind of lagging a bit, but this month in particular has been strong. What are the catalysts for the dealmaking we've seen recently. >> We have seen, you know, a really strong August with uh a number of multi-billion dollar transactions from from major US names.And I think many of makers, you know, had been planning on these transactions over the course of the beginning of this year. But with all the news around tariffs, around markets, ...

Welcome to CNBC. com. I'm Frank Holland, anchor of Worldwide Exchange.CNBC is celebrating Black Business Month in August. And today we're joined by the managing partner of Fairview Capital, Dr. . Cola Olaf Fimboa.Again, managing partner of Fairview Capital. Doctor, thank you for joining us. >> Thank you very much for having me.>> I think the natural question here is how does a medical doctor because you are an MD turn into an investor. What was that journey. give us give us the you know the shortened versio ...