Pitchbook’s head of research on what predicts performance in private markets, the effect of rising rates on deal-making, and more.
Jan 27
Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice
Our guest on the podcast today is Leyla Kunimoto. Leyla is the founder and editor of Accredited Investor Insights, a newsletter that helps investors navigate private markets. She writes about private equity, private credit, and real estate, focusing on the practical realities of ... Show More
52m 56s
Jan 13
Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance
BackgroundBioArticles and Papers Discussed“The Theory Behind the Age-Related Positivity Effect,” Andrew Reed and Laura Carstensen, NIH.gov, Sept. 27, 2012.“Investing Without Blind Spots,” Better Vantage podcast, Nov. 12, 2025.“Out of Sight, Out of Market: The IRA Cash Drag,” by A ... Show More
56m 42s
Nov 2022
Private Markets: Uncertainty in the Golden Age
<p>Over the last decade private markets have outperformed versus public markets, but given the recent public market volatility, will private markets continue to attract investors? Head of Brokers, Asset Managers, and the Exchanges Team Mike Cyprys and Head of European Asset Manag ... Show More
6m 48s
May 2023
MI274: Investing in Emerging Markets w/ Perth Tolle
Robert Leonard chats with Perth Tolle. In this episode, they discuss the relationship between Freedom metrics and returns for emerging markets, the four main autocratic risk factors impacting investments in countries under authoritarian rule, and more!
Perth Tolle is the founder ... Show More
44m 11s
Dec 2022
108: 2023 Outlook: A New Investment Playbook
<p>In 2022, the economy experienced volatile and decelerating growth as well as high inflation, leading economists to believe that gradual easing of inflation is unlikely as central banks are set to over tighten policy. So what does 2023 have in store for investors? Wei Li, ... Show More
21m 30s
Sep 2020
Michael Mauboussin – Great Migration Public to Private Equity - [Invest Like the Best, EP.189]
My guest this week is Michael Mauboussin, the head of consilient research at Counterpoint Global. Michael is an all-time favorite guest here on the show, and this is his fourth appearance. We discuss one of the biggest topics in the world of investing: the shift from public to pr ... Show More
1h 1m
Apr 2020
Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]
My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramatically altered the investment landscape. Please enjoy my second conversation with Ga ... Show More
55m 35s
Jan 2023
E45: Emerging Venture Markets Trends and Predictions
Philip Bahoshy - the Founder & CEO of Magnitt.com - and I unpack the latest Emerging Venture Markets 2022 report recently published by Magnitt. Magnitt tracks startup and investment data across MENA, Africa, Turkey and Pakistan. We discuss venture capital investment trends, winni ... Show More
1h 1m