Ted Seides, in this monologue podcast, discusses the current challenging investment landscape. He emphasizes that the most difficult time to invest is always the present, citing various market uncertainties such as tariffs, economic conditions, and high valuations across asset classes. He analyzes the bull and bear cases for U.S. equities, international markets, private equity, private credit, venture capital, real estate, and infrastructure, concluding that compelling opportunities may exist in overlooked areas like real estate, emerging markets, and middle-market buyouts, though he acknowledges significant risks and the need for exceptional skill. He reiterates his core belief that the hardest day to invest is always today.
