The 30,000 Foot Thoughts on the Macro Environment

I would say since January, I've been extraordinarily confused by the equity markets and some of the things that are happening in the bond markets. So what are your thoughts at 30,000 feet as to what's happening here in the United States? But we also see, look, Europe is a mess, but they've made the decision that inflation is a bigger problem than their growth concerns. We saw it again. And so there's this interesting phase we're in right now in growth equity where a lot of the best companies, they raised at very high valuations in 2020, 2021.

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