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Jul 2020
15m 48s
The $2.5 Trillion Question
HUGH MACARTHUR, BAIN & COMPANY
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About this episode
Dry powder is at a record high, but how will it be put to work?
Up next
Feb 3
Spotting the Downturn Early and Coming Out Ahead w/ Gryphon's David Andrews
We ask the co-CEO of Gryphon Investors how he foresaw one of the harshest cycles in the industry’s history and when he thinks it may finally break.
14m 27s
Jan 20
What Kind of AI Cycle Are We Actually In?
The question for investors is not whether AI will boom or bust, but who may be unwittingly subsidizing the buildout.
13m 31s
Jan 13
Macro Update: What Could Derail 2026?
Bain’s leading macroeconomic expert examines the cracks beneath the surface of the US market and how investors should prepare for post-globalization realities.
22m 31s
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