With $10 trillion sitting on the sidelines, corporations and investors are factoring in how to navigate both short-term implications of Fed policy updates and the long-term effects of geoeconomic and geopolitical challenges and opportunities such as energy transition, AI, reshoring, aging, and cyber security. #MIGlobal Milken Institute
Emile A. Viaud
2mo
Like E.F Hutton, IF Ray speaks, you must listen.
frank linnehan
2mo
Ray 10 trillion dollars that is doing nothing, not creating jobs, not building our future, not giving people opportunity and hope. Many brilliant ideas are long for capital, to build the fire and hire people. Can you help these startups obtain capital? Like my startup? Thanks
Ronald C. Parker
2mo
Ray McGuire, speaking clearly about the economic challenges ahead. Brilliant leader.
Dr. Marc A. B.
2mo
Raymond McGuire - Your analysis for the global economy and implications are so critical, especially since A.I. is already disrupting so many sectors that may not be strategically equipped for long term solvency.
Raymond McGuire Great interview on Bloomberg. We definitely need to do a lot to fix the education system for Black and Brown students, otherwise the country will suffer. The next generation workforce will be mostly Black and Brown people.
Valerie Kennedy
2mo
An astute observation about our reality by the brilliant Mr. Mcguire-Capital markets are inextricably linked to the dramatic shifts reshaping policies and risk dynamics throughout the world. The World Economic Forum calls these stakes and strategies the Impact Economy and we are feeling it!
Georquel Goodwin
2mo
Robust commentary, Mr McGuire. It would also add to the thought about the aging population by considering increasing passageways for younger and aging health professionals to collaborate in these communities.
Rob Colorina
2mo
Good to see you and your firm Lazard this week in Los Angeles
PHYLLIS HOLLIS
2mo
Thank you for this insight. Interesting times. Experience is invaluable.
Senior Attorney at Venture Law, PLLC
2moAgree wholeheartedly. I know you wouldn't focus on the retail but I would add that the seeming premature death rate in the Boomer generation (early strokes, heart disease, odd cancers) will create an unprecedented freeing up of hard assets and wealth transfers in the next fews years-- maybe a 5 to 10 years earlier than what traditional actuarial science is showing now. Probably then that 10 trillion will go into bargain hunting for the oversupply.