Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook
Macro Hive Conversations With Bilal Hafeez
Private Equity, US Strength, and Market Outlook
This chapter discusses the challenges that private equity and private debt funds in the US may encounter, including the importance of long-term investors investing in treasuries instead of risky assets. They also explore the potential implications of a Trump victory on the dollar and US domestic growth.
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