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Grant Williams & Pippa Malmgren: The End of Magical Thinking, When Narratives Fail

Supply Shock

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Pippa's Point About Private Equity Assets

We're starting to see that period where all of this stuff, everybody has to take a step back and realize that the world has changed. There's a reason why the 60-40 portfolio is performed the worst it has since 1865. The crypto thing happened so fast. And you went through so many stages of grief in this place of 36 hours. Then you're standing there and he's smoldering ruin saying, what the hell happens now?

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