
Macro Update: Waiting to Exhale
Dry Powder: The Private Equity Podcast
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Introduction
Karen Harris is the managing director of Baines Macro Trends Group. The last time we had Karen on DriveOuter in early September, she unpacked a remarkable convergence of macro risks to the global economy. She has just returned from Devos where attendees were coming to grips with a less globalized, less predictable, and more fractured global economy. We're seeing meaningful capital investments in shifting supply chains closer to end markets.
Transcript
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