On today’s show we welcome special guest, arcMacro’s Founder and Chief Economist, Dylan Smith. Having served as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey, Dylan understands exactly how macro forces translate into the long-horizon, illiquid world of private equity and alternatives. On the show, we discuss:

• The current conflict in Iran and its effect on inflation
• Persistent government deficit spending and the implications for bond investors
• What asset class he is worried about
• Which segment of the market provides the most attractive mispricing
• And more!