General Atlantic's Caillaux on Valuations, Opportunities

The video discusses the impact of the Fed's interest rate hikes on public and private markets, highlighting the opportunities and challenges in market resets. It explores the crisis of value in private markets, emphasizing the importance of cash management and strategic growth. The discussion extends to growth equity and global innovation, with a focus on emerging markets and their potential for growth despite macroeconomic challenges.

What impact has the Fed's decision to hike interest rates had on public and private markets?

Discuss the concept of 'crisis of value' mentioned in the text. What does it imply for private equity?

How has inflation influenced the performance of private equity portfolios according to the speaker?

What strategies are companies advised to adopt in response to the current market conditions?

What are the long-term drivers of growth in the digital economy as mentioned by the speaker?

How does the speaker perceive the current state of demand across their portfolio?

What opportunities does the speaker see in emerging markets despite macroeconomic concerns?