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Talk Your Book: The Next Big Short

On today's show, we are joined by Jared Dillian, Founder of Jared Dillian Money to discuss Jared's bearishness on private equity, understanding the demand side of private equity, a private equity sentiment bubble, an explosion of HVAC private equity deals, and much more!

Find complete show notes on our blogs...

Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

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The skinny

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