In this session, Richard will spend an hour unpacking the evolving global macroeconomic landscape, with a special focus on policy shifts, market reactions, and structural changes shaping the current and imminent economic cycle. He'll offer timely analysis on how businesses and investors can navigate rising uncertainty and long-term shifts underway in the economy.

A few discrete topics that Richard will cover include:

• What President Trump hopes to achieve with new tariffs, and whether those efforts are working
• What the latest economic data reveals about the economy’s reaction to current policies
• How the Federal Reserve is responding, and the role it can (and can't) play moving forward
• The structural regime shift underway in inflation
• The transition from an asset-light to a more capital-heavy economic model

‍

The goal is for attendees to leave the session with a clearer understanding of the key macro trends driving markets today and the structural shifts that could define the decade ahead, including how it’ll directly and indirectly impact software scale-ups.