Kaitlin Hendrix

speaker

209 appearances 1 recordings 1 series first heard Aug 2026 last heard 2 Aug

Kaitlin Hendrix’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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WSJ What’s News · The Buried $150 Billion Bet Inside the Top 20 U.S. Stocks · 2 Aug 2026 podcast

And so I think when we're walking around saying, well, how can I get in early, we actually have a lot of exposure to these companies.

Yeah, I love that point because those frictions are so real.

The fees on top of fees, the illiquidity, just the access issue.

It can be really difficult and just so opaque, not to mention the tax issues and the operational headache.

So I think that's a really good point.

private companies when you own you know nvidia and alphabet and stuff like yeah it's not gigantic it's maybe you know on the magnitude of around one percent so it's small and it's very hard to measure because we measure those direct investments by looking at financial statements it's really hard to measure the cvc valuations the subsidiaries those um accounting uh

financials are integrated with, consolidated with the parent company.

So around 1%, knowing that it could be an underestimate because we can't really see all the numbers.

So it is small where private assets are maybe, you know, 8% or 9% of the global market, but it is meaningful.

I think it's been around a long time.

And I think we talk about it because of the open AI SpaceX's of the world that are so hot right now.

But when I think about it, so I'm up from Austin, you know, oil and gas is so big.

I think about a company like Exxon.

And we know that these types of large oil and gas companies often buy the mom and pops in their horizontal, in their vertical,

This has been going on forever.

There's huge industries around it.

So I think it's really always been there.

It's probably just now that there's a lot more sensational voices saying, wait, but how can I get in on it?

I think diversification is a huge issue because I often think of it as the only free lunch in investing, so important.

And like you were talking about earlier, it's pretty easy these days to get access to every publicly listed U.S.

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