2-22-2022 - Five Ways Inflation Could Impact Private Equity
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 23 February 2022
⏱️ 47 minutes
🧾️ Download transcript
Summary
The 1980’s were an important decade in the history of the private equity industry, but there is a growing concern that now, for the first time in over three decades, inflation may be back in a meaningful way.
Today's Stocks & Topics: RENT - Rent the Runway Inc., PAGP - Plains GP Holdings LP, Market Sentiment, BWA - BorgWarner Inc., Portfolio Diversification, SNDL - Sundial Growers Inc., Portfolio Management, INGR - Ingredion Inc., Fiscal Drag.
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Transcript
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| 0:00.0 | Now, I'm this and Vest Talk podcast. Justin Klein listens to your questions. |
| 0:08.0 | Hi, I just wanted to say I love your show. Just started investing and learning a lot for you. |
| 0:13.0 | Quick question regarding two stocks. One, rent the runway, stock symbol rent, and the other is stock symbol P-A-G-P. |
| 0:22.0 | And provides unbiased answers. |
| 0:25.0 | Losing money, cash flow negative, technicals are horrible, absolutely run. |
| 0:32.0 | Run down the runway. Don't rent the runway. Run fast away from this stock. This is not the type of name that you want to own. |
| 0:38.0 | In Vest Talk, over 38 million downloads and counting. Across America and around the world, your participation makes it unique. |
| 0:50.0 | 888-99 chart. |
| 0:55.0 | This podcast is produced by KPP Financial, Steve Peasley, President, KPP Financial, Independent Thinking, Shared Success, and out today's podcast. |
| 1:11.0 | Good afternoon fellow investors and welcome back to Vest Talk. This is our Tuesday, February 22nd, 2022 edition of Vest Talk. |
| 1:22.0 | I appreciate you all tuning in. I'm Justin Klein and I'm glad to be here helping answer your finance and investment questions and giving you the straight answers, the unbiased answers. |
| 1:34.0 | No hidden agenda. I'm just here to give you the facts and help guide you take that next step in your own version of financial freedom. |
| 1:43.0 | Everyone has their own path, their own journey, and you all start from a different place. Your end goals are all a little bit different, but the principles that you can apply are often very, very similar. |
| 1:58.0 | It's about teaching those principles, understanding various aspects of investing, saving, spending, etc. |
| 2:08.0 | And that's my goal here is to help you apply all of these concepts to your investment life, your financial life. |
| 2:16.0 | And so even though we're experiencing some volatility right now, it doesn't mean that you stop learning. You're always going to learn. |
| 2:26.0 | And every market day, every market environment gives you an opportunity to learn more about how to make smart investment decisions. |
| 2:38.0 | So I encourage you to reach out to me at 88899 chart, 888924278 and give me your question. That's what drives this show. I can talk about whatever is on my mind, but ultimately it's what's on your mind that is most important. |
| 2:53.0 | So on this podcast, I'm going to operate my ambition statement, which is independent thinking and shared success. |
| 2:58.0 | So no matter what I'm speaking about, I'm here to give you the facts as I see them in front of me with a lot of data in 20 plus years of investment experience. |
| 3:08.0 | So like I said, you can reach out to me right now during our live stream program from four to five specific time. |
| 3:14.0 | Or if you're listening after hours, you can call in, leave your message on our best talk boys. I know that's how the majority of our listeners listen to the show nowadays. |
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