Trends in public markets like passive investing are compared to potential disruptions in private VC markets.
Mauboussin shares insights from his research on the changing landscape of public markets, including the shrinking number of listed companies and the concentration of wealth creation.
The episode discusses the current state of public markets, particularly in the context of the AI boom, and the potential for overvaluation or bubbles.
The podcast episodes discuss various aspects of public markets, including their relationship with private markets, the impact of macroeconomic conditions and investor sentiment on public market performance, and the challenges faced by companies as they navigate the transition from private to public.
Several episodes explore the changing landscape of public markets, including the shrinking number of listed companies, the concentration of wealth creation, and the role of passive investing. Examples include 'Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)' and 'E18: Sam Lessin on What's Going to Happen to VC in 2024'.
The episodes also examine the performance of public market indices compared to private market returns, the impact of AI and technological advancements on public markets, and the strategies employed by investors and fund managers in this environment. Examples include 'Modest Proposal - AI Commoditization and Capital Dynamics - [Invest Like the Best, EP.380]' and 'Investors Find Trouble with Private Equity Funds - 6 Key Points 6-18-24'.