The New Dynamics of Private Markets with Josh Lerner
The Canada Pension Plan has prospered by investing in alternative markets such as private equity and debt, becoming a model for institutional investors around the world. Today, global pools of private...
15 Nov 202227min
The Future of the Energy Transition with Tom Steyer
The transition from fossil fuels to renewable energy has created opportunities to invest in a broad array of green technologies. However, this evolution will be decades in the making with plenty of tw...
18 Okt 202228min
The Price and Peril of a Low-Rate Regime with Edward Chancellor
The first experiment in quantitative easing ended in failure for 18th-century France. Is this a lesson for modern times? After years of ultra-low interest rates, central banks are tightening monetary ...
20 Sep 202233min
Deglobalization in a Post-Pandemic, War-Torn World
The economy has undergone a massive transformation in a short period of time. Global lockdowns and the policy response to the pandemic have rippled through labor markets and supply chains, while war i...
23 Aug 202228min
Larry Summers on Rate Hikes, Recession Fears and Stagflation
America's factories were humming during World War II, churning out supplies for the military. After the war, as government spending faded and inflation spiked, macroeconomists were worried that the ec...
27 Jul 202231min
The Evolution and Future of Private-markets Investing
America's economy underwent massive change in the 1800s, a period when wealthy financiers like Carnegie, Vanderbilt and Rockefeller played crucial roles in driving the industrial revolution. Today, ac...
28 Jun 202228min
The Days of Disco May Preview Future Inflation
Investors may be looking back at the days of disco with a sense of déjà vu. Surging inflation, rising energy prices and the prospect of higher interest rates have sent a ripple through global financial ...
24 Mai 202224min
S2 Trailer: The OUTthinking Investor
Pandemic. War. Inflation. Deglobalization. Investors around the world face one of the most uncertain and tumultuous periods in recent memory. The Ukraine invasion, a tightening labor market, and fra...
11 Mai 20221min
