Carlyle's De Benedetti on Europe, Luxury Markets

The transcript discusses the current state of the European market, highlighting its unexpected stability and investment opportunities. It examines the impact of rising financing rates and the role of private credit in balancing the market. The discussion also covers the luxury market, with a focus on Montclair's success and the potential for similar opportunities. The conversation shifts to globalization, market risks, and the need for regional strategies. Finally, it addresses the impact of tourism and Asia's reopening on Europe's economy, noting the positive effects on tourism and inflation control.

How does the speaker view the impact of global supply chains on luxury brands?

In what ways does the speaker suggest that diversification can mitigate risks in the luxury market?

What is the expected effect of the reopening of Asia on the European economy?