The End of an Eras and a Conversation with Edward Talmor-Gera of NewVest

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 7 August 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy, Dan and Liz Young of SoFi discuss the need for a reset (2:00), Apple earnings (8:45), global unrest (12:00), the new meme stocks (16:00), and earnings this week (21:00). Later, the co-hosts interview Edward Talmor-Gera of NewVest (34:00) and talk about how Edward married into private equity (36:30), private equity as a governance model (39:30), how Newvest is different from other products, how NewVest works (41:30), does passive money elevate valuations (48:30)? What sort of investors are interested in this product (52:00), how long can the private equity outperformance last (55:00), private credit (1:02:30) and the future products at NewVest. Read: Mainland China airs documentary signaling military preparation for Taiwan attack and willingness to sacrifice Read: ‘Highly provocative’: US sent destroyers after stunning Russia, China joint naval operation off coast of Alaska About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	Welcome to the Monday edition of On the Tape.
0:03.6	I'm Dan Nathan.
0:04.2	I am joined by Guy Adami and Liz Young.
0:07.2	That would be E.Y from Sofi.
0:10.1	Welcome, people.
0:11.7	Apparently, there's something called, who's this Barry character?
0:14.9	And why does he have a...
0:15.6	It doesn't sound...
0:17.0	I mean, I don't know, Barry.
0:18.1	I'm sure he's lovely.
0:19.0	But it doesn't sound like he should have a boot camp.
0:21.1	Maybe he should have like a, I don't know, not a boot camp.
0:23.9	This guy is in this mode.
0:25.4	He's just docks in people.
0:27.1	He's letting everybody know what everyone's doing when they shouldn't be doing.
0:31.0	I guess, yes, it's something close.
0:31.9	That I go to Barry's boot camp.
0:34.0	I love me some berries.
0:34.9	It's a hit workout. You know what hit stands for? Yeah. High intensity interval training. Guy has been known to do that every once in a while.
0:41.3	All right, guys, we got a lot to cover in a short amount of time. Guy and I had a great conversation with
0:46.5	Edward Talmer Gera. He's the founding managing partner and CEO of New Vest. They're a first of
0:52.3	its kind platform. They're creating index funds for private market
	...

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