Dave Newman on Hedge Fund Success, Investment Banking Lessons and Writing Daily
Macro Hive Conversations With Bilal Hafeez
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Is Private Equity a Risk?
I think the probably the biggest one still is that central banks are serious about their inflation mandate. Anytime you've got one of the nuclear superpowers talking about using tactical nukes on the battlefield, it certainly was a risk. To me, less so about Taiwan, although that's certainly something that you need to keep an eye out for. But just in terms of kind of how they've evolved and whether or not they're going to continue to be the marginal source of growth that they have been for quite some time.
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