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

Supply Shock

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Are We at the Beginning of the Unwind in the Private Equity Space?

Grant: I think a lot of it is based on these simple implicit assumptions that we make, like, well, you can't invest in manufacturing. And once we made that decision, guess what? We didn't. You know, all of the manufacturing has to happen in China does it? Like, why did we make that assumption? He says CalPAs are trying to get out of their private equity investments for that very reason. Grant: Are we at the beginning of the re-pricing of all privately held assets?"

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