BPC Mastermind Podcast: Macro Outlook 2023: Is This Cycle Different?

Hosted by Bridge Point Capital

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With excessive post-COVID consumer demand, bloated retail inventories and the battle against inflation continuing to weigh on growth in 2023, Morgan Stanley believes global GDP growth will top out at just 2.2%, narrowly defying recession, but lower than the 3% growth expected for 2022.

The good news: Global inflation is set to peak in the fourth quarter of 2022. In fact slowing demand, price discounts due to elevated inventories and declining housing prices, among other factors, will help temper inflation, which should in turn prompt major central banks to pause and assess their recent historic string of rate rises. So will this cycle be different? Let's find out with our returning gust from HBS, Randy Cohen.

🎙️MODERATOR: Mark Young, Co-founder & Co-CEO of Bridge Point Capital Formerly Mr. Young was Partner and Investment Committee member at L. Catterton’s Latin America Fund. He led the Investment Advisory efforts at McKinsey Investment Office, overseeing partners investment allocations, and was Former Chief Investment Officer of a billionaire’s family office. Mr. Young Co-founded a biotechnology company, attracting anchor investors including Warburg Pincus and the Harvard Endowment before taking the company public. Mr. Young graduated from Harvard Business School with an MBA and has obtained both his CPA and CFA qualifications.

🎙️SPEAKER: Randy Cohen, Senior Lecturer of HBS, Advisory Board Member at Bridge Point Capital Mr. Cohen currently serves as MBA Class of 1975 Senior Lecturer of Entrepreneurial Management at Harvard Business School. Previously he was Associate Professor of Finance at Harvard Business School. Mr. Cohen co-founded Co-founded Vision Capital Advisors, LLC. Mr. Cohen lectures worldwide on investment management and valuation of “hard to value” assets, has published working papers on the subjects of Alternative Investment Management, Asset Pricing, and Finance, and is a member of the American Finance Association and the European Finance Association. He received hisA.B. in Mathematics from Harvard College, and Ph.D. in Finance at the University of Chicago.

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