Blue Owl's Lipschultz on Private Markets, Real Estate

The video discusses the evolution of private markets as stabilizing forces in financial services, contrasting them with public markets. It highlights valuation and transparency issues, the impact of rising interest rates, and challenges in commercial real estate. The discussion also covers future market trends, inflation, and the role of private capital in filling gaps left by public markets.

What paradigm shift does the speaker see in private markets compared to public markets?

How have private markets evolved over the last few decades according to the speaker?

What concerns does the speaker mention regarding valuations in the private market?

What is the significance of long-term capital in the private market system?

What challenges does the speaker identify in the commercial real estate sector?

How does the speaker describe the current state of public markets?

What role does the speaker believe private equity and private credit will play in the capital markets?