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Intelligence for the New World Economy

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Intelligence for the New World Economy
Semafor World Economy
Miles Weiss

Miles Weiss

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Citadel Securities says prediction markets are a good hedge for geopolitical risks

Event markets would be an effective way for institutions to hedge portfolios against political risks, Jim Esposito says at Semafor World Economy.
Jim Esposito, president of Citadel Securities, at Semafor World Economy 2026.Kris Tripplaar/Semafor

Private credit funds for retail investors backed loans with few protections, Bain Capital’s Gross says

This is the first “vintage” of private credit funds for the mass affluent, David Gross told Semafor World Economy.
David Gross speaks on stage during Semafor World Economy 2026Tasos Katopodis/Getty Images for Semafor

Some private credit funds have misrepresented liquidity to retail investors, Goldman’s Waldron says

Without an economic problem, “we’re not going to have a big problem in private credit,” the Goldman Sachs president said at Semafor World Economy.
John Waldron (President & COO - Goldman Sachs & Co.) speaks on stage during Semafor World Economy 2026 on April 15, 2026 in Washington, DC.Kris Tripplaar/Semafor

AI-stock mania leading to bargains among neglected small caps, Ariel’s John Rogers says

Small caps are set to “massively” outperform when valuations narrow, Rogers said at Semafor World Economy.
Ariel’s John RogersKris Tripplaar/Semafor

Investors overreacted to private credit risks, Franklin Templeton CEO says

The private credit Saas-pocalypse is overblown, Franklin Templeton’s Jenny Johnson said at Semafor World Economy.
(L–R) Anthony Scaramucci, founder and managing partner of Skybridge Capital and Jenny Johnson, Franklin Templeton CEO, speak with Semafor’s Rohan Goswami.Annabelle Gordon/Semafor

Markets are mispricing geopolitical risk, Carlyle CEO Harvey Schwartz says

Schwartz said geopolitical events “are hard to price and they are hard to hedge,” but he remians optimistic on the economy.
Harvey Schwartz, Carlyle CEO, speaks at Semafor World Economy 2026.Kris Tripplaar/Semafor

Citadel’s Griffin warns of global recession if Strait of Hormuz remains closed

Speaking at Semafor World Economy, Ken Griffin said there was “no way to avoid” such a scenario without the critical passageway opening.

Tricolor and First Brands woes were ‘easy to spot,’ Eldridge’s Boehly says

Todd Boehly, CEO of Eldridge Industries, told Semafor World Economy that his firm passed on investing in both companies.

TPG CEO says a number of private credit borrowers will have to revamp capital structures

The private credit market is now performing as would be expected, the CEO of TPG said at Semafor World Economy.