Capital Ideas Podcast cover image

Private markets and macro outlook

Capital Ideas Podcast

00:00

Are public markets in a bubble?

John argues valuations are high but profitable companies reduce systemic bubble risk, though corrections remain possible.

Play episode from 18:47
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app