Ludovic's Substack
Ludovic PhalippouMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 20 | Subscribers | Read | ludovicphalippou.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Brexit: Measured, Not Argued
Bloom, Bunn, Mizen, Smietanka, and Thwaites have written one of those rare pieces where they build a case the hard way, with data, identification choices spelled out, robustness checks, and a constant awareness of what could go wrong.
Stock Market Concentration Is Not New. The Panic Might Be.
We hear a lot these days about the “Magnificent 7” and how dominant they have become. If you do what the textbook says and buy the global equity portfolio, around 20 percent of your money indeed ends up in just seven US companies. That fact...
Private equity and public services: the real issue is not PE, it is leverage, bargaining power, and weak counterparty
Private equity in care and other public services is causing justified alarm in the US and Europe. But the core problem is not PE, it is the economic setup we create when we outsource essential services, in a shortage market, to financially ...
Fonds de capital privé, endettement et pérennité des entreprises
Présentation de l’auteur et de l’expertise mobilisée
Authors
The writers behind this newsletter.
Ludovic Phalippou is Professor of Financial Economics at the University of Oxford. His research focuses on private equity, private markets, investment performance, and financial regulation. This newsletter shares research notes and commentary.
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