PE Opportunities: Schwarzman, Scemama, Meister at IPEM

The video discusses the unprecedented recalibration of the economy, highlighting increased funding costs and the attraction of private debt. It suggests that default levels will remain low unless a severe recession occurs. The video also covers the muted performance expected in Europe, fewer transactions due to recalibration, and the potential for record transactions in the future. It concludes with the impact of inflation on portfolios and the inevitability of a recession, questioning its timing and magnitude.

What is the significance of the recalibration of the economy mentioned in the text?

How are private debt levels expected to perform in the context of a potential recession?

What factors might lead to muted performance in Europe over the next year?

What does the text suggest about the future of transactions in the market?

What are the implications of inflation on portfolios as mentioned in the text?