Insights & Indicators
autor: Carlyle
Nejnovější epizoda
Healthcare Investing in a Shifting Economic Landscape, featuring…
Healthcare Investing in a Shifting Economic Landscape, featuring…
O tomto podcastu
Join Jason Thomas, Carlyle’s Head of Global Research & Investment Strategy, as he brings guests from across the firm to share observations and opinions on the economic landscape, as well as insights from research being conducted by the Carlyle team.
Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Epizody
Nejnovějších 20 z 25 epizod
- Healthcare Investing in a Shifting Economic Landscape, featuring Bobby Schmidt · 23 minIn this episode, Jason is joined by Bobby Schmidt, Co-Head of Global Healthcare at Carlyle, for a discussion about durable growth trends across healthcare, life sciences, and…
- Five Questions Shaping the 2026 Outlook · 34 minIn this special annual outlook episode of Insights & Indicators, Jason Thomas explores five questions for 2026 that highlight key forces shaping markets, policy, and investment…
- The Evolving Nature of Private Market Liquidity, featuring Chris Perriello · 30 minJoining Jason in this episode is Chris Perriello, Global Head of Secondaries at Carlyle AlpInvest, to discuss developments in the private equity secondary market and how that…
- Behind the Surprising Resilience in Credit Markets, featuring Lauren Basmadijian · 21 minIn this episode, Jason is joined by Lauren Basmadjian, Global Head of Liquid Credit at Carlyle, who identifies the bright signs she sees in today’s credit markets and what she…
- Structural Shifts in European Real Estate, featuring Marc-Antoine Bouyer · 22 minIn this episode, Jason is joined by Marc-Antoine Bouyer, Head of Carlyle Europe Realty, who shares his views of current investment opportunities and challenges in the European…
- Shifting Dynamics in Private Equity featuring Brian Bernasek and Steve Wise · 23 minIn this episode, Jason is joined by Brian Bernasek and Steve Wise, Co-Heads of Americas Corporate Private Equity at Carlyle, who share what they are seeing across their…
- The Case for Private Markets featuring Shane Clifford · 28 minJoining Jason in this episode is Shane Clifford, Head of Global Wealth, who discusses how inflation, rate volatility, and evolving capital markets are reshaping portfolio…
- The New Martial Plan featuring Jeff Currie · 28 minJoining Jason in this episode is Jeff Currie, Chief Strategy Officer of Energy Pathways at Carlyle, for an exploration of the emerging role of private capital in rebuilding…
- The Shape of Demand featuring Rob Stuckey · 20 minJoining Jason in this episode is Rob Stuckey, Head of US Real Estate at Carlyle, for a wide-ranging conversation on the shape of final demand, housing affordability, capital…
- The Potential for Baseline Tariffs featuring Will Kinzel · 20 minJoining Jason in this episode is Will Kinzel, Global Head of Government Affairs at Carlyle, who shares his thoughts on the possibility of a 10% baseline tariff, what recent trade…
- Tariffs and Trends in Credit Markets featuring Mark Jenkins · 18 minIn this episode, Mark Jenkins, Global Head of Credit at Carlyle, joins Jason to share his thoughts on how credit markets have reacted to equity market gyrations, where they are…
- The State of Capital Markets featuring Matt Savino · 26 minIn this episode, Matt Savino, Global Head of Carlyle's Capital Markets team, joins Jason to share his thoughts on the rise in private credit, what he’s seeing in capital markets…
- Trends in Infrastructure featuring Pooja Goyal · 26 minIn this episode, Pooja Goyal, Chief Investment Officer of Carlyle’s infrastructure group, joins Jason to share her thoughts on several topics in the infrastructure space…
- 5 Questions for 2025 · 27 minIn this episode, Jason examines five global macroeconomic questions for investors to consider in the year ahead. Our research disclosure is available at…
- The Shift in Capital Markets featuring Ruulke Bagijn · 19 minIn this episode, Ruulke Bagijn, Global Head of Investment Solutions for Carlyle and Head of AlpInvest, joins Jason to share her insights on improved investor sentiment, changes…
- Election Reflections and Policy Directions featuring David Rubenstein · 15 minIn this episode, David Rubenstein, Co-Founder and Co-Chairman of Carlyle, joins Jason Thomas to share his thoughts on the outcome of the US presidential election, potential…
- A Closer Look at Geopolitics featuring Admiral James Stavridis · 24 minIn this episode, Admiral James Stavridis, USN (Ret), Carlyle’s Vice Chair of Global Affairs, joins Jason for a discussion about geopolitics, including what the US presidential…
- The Impact of Rate Cuts featuring Jeff Nedelman · 30 minIn this episode, Jeff Nedelman, Carlyle’s Head of Global Distribution, joins Jason for a discussion about the Fed’s rate cut, its potential impact on the US economy, and other…
- Alternatives and Individual Investors featuring Shane Clifford · 19 minIn this episode, Shane Clifford, Carlyle’s Head of Global Wealth, joins Jason for a discussion about the growing democratization of alternative investments, and what’s fueling…
- The State of Private Markets Investing featuring Peter Cornelius · 21 minIn this episode, Peter Cornelius, Chief Economist for AlpInvest, joins Jason for a discussion about what he’s seeing and hearing from AlpInvest investors in light of the current…
