Talk Your Book: Alt Goes Mainstream with Michael Sidgmore

PRESENTED BY MOBY: Global Liquidity Hits Record Highs of Nearly $175 Trillion

Global liquidity is on the rise. Last week, it slowly climbed $1.13 trillion, pushing the total to an unprecedented $174.67 trillion, marking a new all-time high. This influx of capital into the global financial system indicates an overall increase in access to capital across international markets and an approving nod for risk-on assets, including equities and high-yield bonds.

With more capital available, global markets could see some momentum in stock markets, especially in sectors sensitive to economic growth, which bodes well for the U.S. and global economies as increased liquidity can fuel economic expansion and boost investor confidence.

If global liquidity continues to rise, financial markets may strengthen further, with equities likely continuing their upward trajectory. A persistent increase in liquidity would likely lead to lower borrowing costs and stimulate economic activity, but it would also raise concerns about asset bubbles and financial stability.

Get the full insights into how global liquidity highs might affect the future portfolio management with Moby. {Click Here}On today's show, we are joined by Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures to discuss all things Alternatives.

On today’s show, we discuss:

  • The private credit boom

  • What alts advisors are most excited about

  • Economic risk involved with alternative exposure

  • The fintech industry

  • An update on the VC cycle

  • How a rate-cutting cycle could affect alternative investments

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