“I do invest across all the various asset classes... the core pillar... still has to be S&P exposure... I also invest in private assets and private credit for substantial yield.”

Bloomberg Intelligence · Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive Suburbs

Play from 29:22
29:22

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What was described

invests across both public equities (S&P, NASDAQ) and private assets (private credit, private equity) treating them as a continuum

Said nearby on the same subject

“As long as you make sure that you're up in high-quality private credit, high-quality private equity… investment grade… able to pay the higher debt servicing costs.”
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Said on Bloomberg Money
Why it worked Share this moment
“I do invest across all the various asset classes... private assets... private credit... substantial yield that you can earn there.”
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Said on Bloomberg Money
Business model Share this moment
“Private equity produced average annual returns of 14.28% per year… contrast that with the S&P 500 public stocks that produced just 9.24% per year.”
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Said on Tony Robbins Podcast Daily
Hard number 14.28% private-equity; 9.24% S&P 500 Share this moment
“Private equity as a whole outperformed the S&P 500 by over five percentage points annually… 14.28% a year vs 9.2%”
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Said on Tony Robbins Podcast Daily
Hard number Private equity 14.28% annual, S&P 9.2% annual, 5+ percentage points hi… Share this moment

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