Rick Kes
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Podcast Appearances
The ability and desirability to be traded are those that are operating at the highest level that they possibly can and that are considered A-Assets, so to speak. So that's really where we come to our clients at. If you have the desire to be traded in the near future, you have to become as close to an A-Asset as you possibly can. Otherwise, it's going to be somewhat challenging.
But if you are an A-Asset, dann hast du die FĂ€higkeit, in einem Moment in der neuen Zukunft zu handeln.
But if you are an A-Asset, dann hast du die FĂ€higkeit, in einem Moment in der neuen Zukunft zu handeln.
Exactly. You know, I think you got a lot of people with high levels of anxiety related to the uncertainty. But, you know, again, when there is uncertainty and the things that are as close to certain as possible. So things that have, you know, relatively less, you know, demand elasticity. So things like, you know, healthcare services, which obviously I spend a lot of time in.
Exactly. You know, I think you got a lot of people with high levels of anxiety related to the uncertainty. But, you know, again, when there is uncertainty and the things that are as close to certain as possible. So things that have, you know, relatively less, you know, demand elasticity. So things like, you know, healthcare services, which obviously I spend a lot of time in.
Other things that, you know, maybe have a little less exact, you know, kind of impact related to other, you know, economic impacts. So, you know, I do think that there are areas of opportunity.
Other things that, you know, maybe have a little less exact, you know, kind of impact related to other, you know, economic impacts. So, you know, I do think that there are areas of opportunity.
I don't know about MedSpa specifically. I don't spend enough time digging into the data behind MedSpa. Conceptually, I think there are some fact patterns there that make sense to me. I know my social network of people. I think a lot of people value that type of service at a pretty high premium. So I do think that there is some logic behind saying it would take a pretty drastic change
I don't know about MedSpa specifically. I don't spend enough time digging into the data behind MedSpa. Conceptually, I think there are some fact patterns there that make sense to me. I know my social network of people. I think a lot of people value that type of service at a pretty high premium. So I do think that there is some logic behind saying it would take a pretty drastic change
No, thank you. But your overall take is, look, it's a little bit...
No, thank you. But your overall take is, look, it's a little bit...
Yeah, and I think a lot of private equity group LPs, some of them are large pension funds and other large institutional investors. If you think about it from their perspective, they're involved in private equity to try to minimize the volatility of the public markets.
Yeah, and I think a lot of private equity group LPs, some of them are large pension funds and other large institutional investors. If you think about it from their perspective, they're involved in private equity to try to minimize the volatility of the public markets.
Die öffentlichen MĂ€rkte sind so volatil, dass man sich fragt, ob das der Zeitpunkt ist, um Privatwerte zu zeigen, die ihren Wert auf StabilitĂ€t und langfristigen Wachstum zu bringen. Wir haben uns natĂŒrlich gesagt, dass wir anders als die öffentlichen MĂ€rkte sind. This is our opportunity to prove it to you.
Die öffentlichen MĂ€rkte sind so volatil, dass man sich fragt, ob das der Zeitpunkt ist, um Privatwerte zu zeigen, die ihren Wert auf StabilitĂ€t und langfristigen Wachstum zu bringen. Wir haben uns natĂŒrlich gesagt, dass wir anders als die öffentlichen MĂ€rkte sind. This is our opportunity to prove it to you.
And so I think that's another area that our private equity clients are really trying to focus on, is how do they make sure that they're kind of consistently telling that story of value to their LPs, considering the relatively high levels of volatility that they're seeing in the public markets on their other parts of their investment portfolios.
And so I think that's another area that our private equity clients are really trying to focus on, is how do they make sure that they're kind of consistently telling that story of value to their LPs, considering the relatively high levels of volatility that they're seeing in the public markets on their other parts of their investment portfolios.
Ja, und ich denke, das ist die Botschaft, die die Privat-Equity schon seit langer Zeit erzÀhlt hat. Und ich denke, dass sie bis jetzt die langfristige WertschÀtzung beurteilen konnten. Aber jetzt ist es ein weiterer Weg, ihnen zu zeigen, dass das ein Asset Class ist, der helfen kann, dein Portfolio in diesen relativ ungewöhnlichen Zeiten zu balancieren.
Ja, und ich denke, das ist die Botschaft, die die Privat-Equity schon seit langer Zeit erzÀhlt hat. Und ich denke, dass sie bis jetzt die langfristige WertschÀtzung beurteilen konnten. Aber jetzt ist es ein weiterer Weg, ihnen zu zeigen, dass das ein Asset Class ist, der helfen kann, dein Portfolio in diesen relativ ungewöhnlichen Zeiten zu balancieren.
Yeah, Scott, I mean, I think, you know,