1. EachPod

#123 Tony Davidow, Franklin Templeton - How Private Markets Are Reshaping Investing

Author
Tony Davidow, Mike Schroeder, Skyler Steinke
Published
Thu 21 Aug 2025
Episode Link
https://altfunds.io/episodes/123-how-private-markets-are-reshaping-investing-franklin-templetons-tony-davidow-CK5Ydgj5

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Connect with Tony Davidow:
Company Website: www.alternativesbyft.com 
LinkedIn: linkedin.com/in/tony-davidow

 

Timestamps: 

00:00 Introduction and Guest Overview

01:24 Tony Davidow's Career Journey

03:14 Evolution of Alternative Investments

07:35 Democratization and Accessibility of Alternatives

14:07 Challenges and Misconceptions in Private Markets

19:11 Public vs. Private Markets

28:51 The Importance of Education and Simplifying Jargon

32:50 Growth and Income Strategies

33:21 Defensive Assets and Inflation Hedging

33:42 Client Discussions and Investment Goals

34:54 Challenges with Traditional Portfolios

35:32 The Role of Alternatives in Portfolios

39:07 Private Credit and Real Estate Debt

41:13 Correlations and Alternative Strategies

43:16 Trends and Opportunities in Private Markets

45:20 The Future of Private Markets

51:23 Crypto and Blockchain in Private Markets

55:55 Tony's New Book and Final Thoughts

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

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