Henry McVey, Partner, Head of Global Macro & Asset Allocation, and Chief Investment Officer of KKR’s Balance Sheet, KKR, and CSIS Board Member, joins Navin Girishankar on Betting on America to explore the role of resilience driving policy and markets, what he calls “the security of everything.” They also discuss the evolving role of the state, the impact of AI on productivity, and stablecoins.
See more research from Henry McVey and KKR here:
All macro content: https://www.kkr.com/insights#categoryTagId=insights-categories:macro-insights
Thoughts from the Road Europe: https://www.kkr.com/insights/2025-europe-thoughts-from-the-road
Midyear Outlook: https://www.kkr.com/insights/mid-year-update-2025
