John Vaske, Temasek, Americas Head, on Trading Opportunities, Valuations

The video discusses the challenges of current valuations in the equity market, emphasizing the need for disciplined investment strategies in a low growth, low rate environment. It highlights a preference for direct investing in early-stage, technology-enabled companies like Airbnb and DoorDash. The discussion also covers the timing of company exits and the flexibility of investing in both private and public contexts.

What types of companies are highlighted as potential investment opportunities?

What advantages does the speaker mention about investing in a private context?