Welcome to The Validus View – a podcast for private capital managers and institutional investors seeking clarity in a complex macro world. Hosted by Kevin Lester, CEO of Validus Risk Management, this series explores the intersection of global markets and private capital. From interest rates and inflation to currency dynamics and fund finance, each episode dives into the macro forces shaping portfolios today and the decisions that follow. With insights from industry experts and contributors across Validus, The Validus View offers strategic perspectives tailored to the realities of private capital investing.