The Private Equity Bubble: When Price Stops Mattering
Update: 2025-10-07
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The private equity boom—fueled by years of cheap money and reckless valuations—may be nearing its reckoning. With 19,000 firms chasing deals at absurd multiples, inexperienced “PE bros” buying everything from HVAC shops to investment firms, and talk of slipping private equity funds into 401(k)s, the setup looks ominous. As returns lag and loans come due, who will be left holding the bag when the music stops?
Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608
Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
WATCH and SUBSCRIBE on:
https://www.youtube.com/@WatchdogOnWallstreet/featured
The private equity boom—fueled by years of cheap money and reckless valuations—may be nearing its reckoning. With 19,000 firms chasing deals at absurd multiples, inexperienced “PE bros” buying everything from HVAC shops to investment firms, and talk of slipping private equity funds into 401(k)s, the setup looks ominous. As returns lag and loans come due, who will be left holding the bag when the music stops?
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