00:00 - Intro
00:40 - "The New Financial Capitalists" – Every board, investor, and operator should read this book. (One of the best books we've ever read.)
06:00 - Financial engineering
09:30 - How to think about corporate value
12:50 - Incentives for KKR
15:00 - How KKR ran boards
26:00 - The future of private equity – Will it work as well as it has in the past?
29:12 - Safeway


https://www.amazon.com/New-Financial-...

https://aletteraday.substack.com/p/le...


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