Veteran Investor Quarta Says Get Used to Uncertainty

The video discusses the impact of political events like European elections and Brexit on business, emphasizing the need for caution and adaptability in investment strategies. It highlights the high valuations in the market and the evolution of corporate carve-outs. The discussion also covers the competition between strategic and financial buyers, and insights from the Super Return conference, focusing on challenges like regulation and taxation.

What are some of the political events mentioned that could impact business in Europe?

• The rise of cryptocurrency

• The US presidential election

• The Paris Climate Agreement

• Elections in the Netherlands, France, and Germany

How does the speaker suggest private equity firms should approach high stock market valuations?

• By maintaining price discipline

• By investing aggressively

• By focusing on short-term gains

• By avoiding all investments

What is a key trend in corporate carve-outs discussed in the transcript?

• An increase in partnership deals with corporates and family businesses

• A decline in partnership deals

• A focus on technology startups

• A shift towards public market investments

What is one of the main challenges for private equity firms mentioned at the Super Return conference?

• Lack of investment opportunities

• High levels of dry powder and capital deployment

• Decreasing stock market valuations

• Increased competition from small businesses

What is the speaker's perspective on the impact of regulation and taxation on private equity?

• It is a minor concern

• It is a significant issue that requires attention

• It is beneficial for private equity growth

• It has no impact on private equity

How does the speaker suggest private equity firms should handle ongoing uncertainties?

• By staying calm and focused

• By making quick decisions

• By increasing speculative investments

• By withdrawing from the market

What is the speaker's view on the deductibility of interest in the context of private equity?

• It is not relevant to private equity

• It is a crucial issue with far-reaching implications

• It is a resolved issue

• It is beneficial for private equity