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Apr 2024
22m 31s

When the Dam Breaks on Tech Deals w/ Tho...

HUGH MACARTHUR, BAIN & COMPANY
About this episode
We ask a leading enterprise software investor why 2023 could be a “significantly better” year for deal making. 
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Today
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. 
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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. 
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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. 
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