Supply Shock Grant Williams & Pippa Malmgren: The End of Magical Thinking, When Narratives Fail
11 snips
Nov 23, 2022 
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 6min
Are Investors Still Waiting to Buy the Dip?
05:38 • 2min
The Markets Aren't Listening, Is It?
08:05 • 4min
How Do You Get Rid of Inflation?
12:33 • 5min
What Does That Look Like on a Markets Level?
17:05 • 5min
Why Size Matters
22:15 • 4min
Is America a Better Place to Invest?
26:39 • 3min
Are We at the Beginning of the Unwind in the Private Equity Space?
29:55 • 3min
Pippa's Point About Private Equity Assets
32:41 • 4min
Investing in the Market
36:57 • 2min
Circles USDC - The One-Stop Shop for Global Financial Services
38:57 • 4min
FTX Is Going to Be a Slog, Right?
42:44 • 2min
Is There a Trigger for This?
45:02 • 5min
Investing in the Space Race
50:04 • 2min
The Unwinding of the Growth Engine
52:02 • 3min
I Don't Know Any People Borrowing From Foreigners
54:40 • 4min
Is There a Future?
58:16 • 5min
Love Is a Driver, Love Is a Driving
01:03:45 • 4min