
Investing in Japan, Part 2
Today in Part 2, we’ll explore the huge generational shift that’s remaking corporate Japan, and why the country has become the world’s second-largest private equity engagement market.
Investing in private equity offers investors the opportunity to participate in the growth and success of private companies, typically not available through public markets.
Private equity involves investing in companies that are not publicly traded, often at different stages of their development, with the aim of generating significant returns over the long term. Private equity investments can take various forms, such as venture capital, growth equity, or buyouts.
These investments are typically made by private equity firms or institutional investors. Private equity investors often bring more than just capital to the table; they also provide strategic guidance, operational expertise, and industry connections to help the invested companies thrive.
This hands-on approach distinguishes private equity from other investment vehicles. However, it’s important to note that private equity investments tend to have a longer investment horizon, with limited liquidity compared to public markets.
Thorough due diligence, evaluating the track record and expertise of the private equity firm, and understanding the investment thesis and exit strategy are crucial when considering private equity investments. When successful, private equity investments can deliver substantial returns, but they also come with higher risk levels.
It is important for investors to have a long-term perspective and a well-diversified portfolio when considering private equity as an investment avenue.

Today in Part 2, we’ll explore the huge generational shift that’s remaking corporate Japan, and why the country has become the world’s second-largest private equity engagement market.

This week’s Alts Cafe tracks turmoil across alternative markets—from FranShares’ shutdown and prediction market scrutiny to gold’s surge, major catalog deals, and signals across collectibles, private credit, and global assets.

This week’s WC lays out a stark fork in America’s future—slow drift versus AI-driven abundance—and argues your portfolio is built for neither, making the case for a barbell strategy that loads resilient cash-flow assets on one end and asymmetric scarcity bets on the other, so you’re positioned to win no matter which reality arrives.

There’s a huge backlog of unsold assets in private markets, and continuation funds have emerged as the release valve — adding to the risk for retail investors.

Everyone wants to own a football club — but few win like Oaktree did. This is the inside story of how a €275M loan turned into full control of Inter Milan, one of Europe’s most iconic teams.

America’s traffic ticket industrial complex is profitable, but broken. We explore how fines fund cities, Chicago’s parking meter disaster, and why AVs may be the disruption we didn’t know we needed.

CapitalPad lets you Invest in America’s “boring” but stable, vetted, cash-flowing, and profitable SMBs.

We explore the sky-high profits of airport concessions; why they’re so profitable, how businesses compete to snag them, and how to invest.

We kick off the new year looking at PE: How it works, how it’s changing, the LBO controversy, recent performance, and how you can invest.

Universities are becoming known as “real estate companies that happen to be in the education business.” Are private high schools on the same path?

We analyze Arta Finance’s offerings for accredited investors, and compare their services to traditional private banks and family offices.

I’m going to look at: Macro Economy; Venture capital and startups; Real estate; Private equity and private credit; Wine, spirits, and art.
We create indices for eclectic modern alts. We’ve got a vinyl index, a whiskey index, and more. This helps us find the best buying opportunities for our alternative investment fund
We wrap everything up with a rich qualitative analysis. You’ll understand the pros & cons of investing in all sorts of alternative asset classes.