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Brazilian tech entrepreneur Fabricio Bloisi discusses his journey from founding mobile content company Movile to becoming CEO of Prosus, sharing insights on building successful tech companies across emerging markets through innovative culture, strategic investments, and global technology scaling.
Patrick Perret-Green discusses the potential parallels between the current private credit boom and the 2007 financial crisis, highlighting concerns about unregulated lending, opacity in the market, and the potential for hidden risks similar to the CDO crisis.
Julian Brigden discusses the fragility of the current "Goldilocks" economic narrative, skeptical of a soft landing and highlighting potential risks of inflation reacceleration, dollar weakness, and market volatility.