
Macro Risks: Everything, Everywhere, All at Once
Dry Powder: The Private Equity Podcast
Putting Your Head Down Hold on Surviving Inflation
Inflation is incredibly destabilizing and pernicious. I would hope that we see some commitment to taming inflation in a meaningful way. But if that commitment waivers, then we could end up with stagflation or a spiky scenario. And so really thinking about how robust is my business to all of these different outcomes. What does that mean from a liquidity perspective? One of the lessons of 2007 to 2009 for private equity companies was put your head down hold on survive this.
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