On today’s show we welcome special guest, arcMacro’s Founder and Chief Economist, Dylan Smith. Having served as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey, Dylan understands exactly how macro forces translate into the long-horizon, illiquid world of private equity and alternatives. On the show, we discuss:The current conflict in Iran and its effect on inflationPersistent government deficit spending and the implications for bond investorsWhat asset class he is worried aboutWhich segment of the market provides the most attractive mispricingAnd more!