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Grant Williams & Pippa Malmgren: The End of Magical Thinking, When Narratives Fail
On The Margin
Is America a Better Place to Invest?
Pippa: There's been this conflation with we've been living in this era of extremely low interest rates. And maybe that's tied to the rise of venture capital and these internet giants and software businesses, which it seems like that's the only thing that investors have wanted exposure to for the last 20 or so years. How do you two view the export of America increasingly being these maybe things that they're still valuable, but not nearly as valuable as we originally thought? Pippa: I think this is a really great point. Mark Andreessen has now done a total reverse on this and is hugely investing and manufacturing. We'll get a lot more competition and production and different ways
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