When the Music Stops in Private Markets | Protect the Pile Episode 17 w/ Leyla Kunimoto

Visit HedgeyeAM.com for more info 00:00 - Welcome to Protect the Pile 01:18 - Market Setup: S&P, Rates, Dollar and Credit Spreads 02:02 - Leyla Kunimoto’s Background and Accredited Investor Insights 04:38 - RPK’s Top 5 Market Notes 08:26 - Redemption Gates and “Semi-Liquid” Funds 12:01 - David Salem on the Yale Model vs. Democratized Alternatives 20:17 - The Problem With Retail Access to Private Equity 26:16 - Evergreen Funds, Secondaries and Liquidity Mismatch 32:24 - Valuation Markups ...