Macro Update: Navigating Inflation and P...

On June 23, I joined the Capital Allocators podcast to discuss some of the pressing challenges facing the private equity industry today, with a particular focus on the ongoing liquidity crisis. This is an unprecedented and, I would argue, an underappreciated problem for the indus ... Show More

[This episode originally aired on July 12, 2023] In part two of our conversation with Ian Charles, we reflect on a career of consummate innovation in the secondaries market. 

[This episode originally aired on June 22, 2023] Ian Charles, the managing partner of Arctos’ Sports Partners, takes us inside the world of sports investing. 

Even before there was talk of a trade war between the US and EU, Europe was on the economic backfoot. But it wasn’t always the case. In 2008, the EU was the world’s biggest economy - today, the US economy is $9.5 trillion bigger than the EUs. So what has happened?Presented and pr ... Show More

This week was a busy one and some of the most interesting things that happened came out of Europe, where policymakers announced up to €800 billion of additional defense spending and an easing of Germany's stringent debt rules. All of this comes as Europe responds to tariff threat ... Show More

There has been a lot of press on how Europe is facing deindustrialization, where manufacturing employment is in terminal decline and the continent can no longer compete due to high energy prices, economic competition, and other factors. In today's video we try to work out if Euro ... Show More

On today’s show we are seeing another central bank drop their benchmark lending rate. The Bank of Canada dropped its benchmark interest rate for the third time in a row, leaving the rate at 4.25%. This is in stark contrast to the US Fed Funds rate which remains at 5.25%-5.5%. Eac ... Show More

(Bloomberg) -- Every week, hosts Tori Stilwell, Dan Moss, and Aki Ito bring you a jargon-free dive into the stories that drive the global economy. In this episode, the team enlists Brookings senior fellow Barry Bosworth to discuss productivity. Productivity growth has come to a s ... Show More

The U.S. and China just launched the most explosive trade war in decades. Tariffs are hitting 145%, markets are in chaos, and even the bond market is blinking red. In this weekend's deep dive, we break down what triggered the escalation, how China’s WTO entry set this all in ... Show More

The consumer price index rose 3.3% in May; gas prices decline 9 cents in a week, AAA says; mortgage applications jump as interest rates dip; E.U. moves closer to hiking tariffs on Chinese electric vehicles. 

There's a pretty widespread recognition that the EU is facing a bunch of economic challenges right now. Growth has been slowing and, as in many places, there's been post-pandemic inflation. But there are other issues too, including a sense that Europe is falling behind when it co ... Show More

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at U.S eco data and bank earnings next week. In the UK – a focus on a UK asset slump and what may come next. In Asia – a look at BYD and the EV s ... Show More

In 2011, US cow liquidation resulted in a shortage of US beef, pushing lean trimmings prices to record levels and, as a result, lifting Australian cattle prices in 2014 despite drought conditions. Angus Gidley-Baird speaks with US analyst Don Close about whether we are about to e ... Show More