In this episode of the Commonfund Point of View podcast, Julia Mord, Chief Investment Officer, discusses the current state of capital markets with Aaron Miller, Managing Director of Venture Capital. They reflect on the strong returns of the past decade and the impact of liquidity events from 2022 to 2024. The conversation touches on the potential AI bubble and the significant investments in AI, particularly in the U.S. They conclude that AI will be fundamental to future technology and that allocations to private equity and venture capital are expected to yield long-term returns.

In this episode we cover our macro-economic outlook, the markets have rebounded significantly, while concerns about tariffs have lessened. However, global growth has been downgraded, indicating a slowdown despite decent earnings.

In this episode we cover our macro-economic outlook, discuss the U.S. stock market, on going news of new tariffs and inflation, as well as the likelihood of a recession. Lastly, we give our perspective on some potential risks.

In this episode we cover the macro perspective and how we analyze the Fed and interest rate risks. We also talk through the upcoming U.S. election and policy approaches.