Insights
Blogs, the newsletter, video and webinars from the MyTimeEquityPE team.
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Webinars
Join Sudhir Pai and the MyTimeEquity team live every Saturday at 11 AM CST
Oil, Inflation and Your Portfolio
Join us for an exclusive market briefing featuring Sudhir Pai, he will cover the latest market updates, model performance, structured investment opportunities across semiconductors and income strategies, and access to leading Pre-IPO opportunities including Blue Origin, Kalshi, Atoms, Figure, Anthropic, ZaiNar, Polymarket, Databricks, and Anduril.
Save your seat
Open to everyone, and registration takes a minute. Prefer the registration page?
Past webinars
Recordings, free to watch
RecordingThe Quiet Rally Metals, Miners and Crypto
RecordingNvidia Wednesday, Warsh Friday
The Concentration Question
RecordingNew Highs, New Questions
RecordingMelt Up or Trap: Reading the Rally
RecordingTech Correction or Warning Sign
Blogs
How these structures work, and what they ask of an investor.
The Tokenization of Wall Street
The biggest shift in digital assets right now has nothing to do with the price of any coin.
Commercial Real Estate: A Capital Reset, Not a Demand Crisis
The market is not facing a demand collapse. It is adjusting to a new capital environment after one of the strongest appreciation cycles in modern history.
The Terafab Opportunity: America’s Push to Reduce Taiwan Chip Dependence
The AI race is no longer just about software. It is about who can make the chips, and where.
Newsletter
One email a week on what moved in markets and what it means.
Everyone is Watching the Fed. Watch Oil Instead.
Rates may stay higher for longer, but earnings, not Fed hikes, are driving the cycle, with energy prices the real risk to watch.
Read the issueThe Quiet Week That Wasn't
A hawkish Fed is putting rates, and selective positioning back in focus.
Read the issueEverything Now Runs Through the 30-Year Yield
The 30-year yield is now driving markets, and reshaping portfolio risk.
Read the issueGet the brief in your inbox
One email a week, and nothing else. Unsubscribe any time.
YouTube
Sudhir and the team go deep on private markets: real estate, digital assets and late-stage private companies, explained in plain terms.
Everything here is category education about how private market structures work. No live offering is named, and nothing on this page is an offer to sell or a solicitation of an offer to buy any security. Offers are made only through definitive offering documents.