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Artwork for Evercore Edge

Evercore Edge

Evercore
Tariffs
Market Volatility
Inflation
Us-China Trade Relations
Liability Management
Federal Reserve
Recession Risk
Private Credit
Mergers and Acquisitions
Private Equity
Private Markets
Trump Administration
Interest Rates
Healthcare Policy
U.S. Policy
China Relations
Trade Deficits
Vietnam
Secondary Market
United States

Evercore's thought leaders share insights on today's markets and events shaping the financial world. © Copyright 2023 Evercore, all rights reserved.

PublishesInfrequentlyEpisodes25Founded4 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Evercore Edge

Latest Episodes

In this episode, Evercore’s Marc Harris, Amit Daryanani and Mark Lipacis sit down to discuss the AI trade: where we are in the investment cycle, how it compares to previous cycles, what has changed, and more.

Marc Harris – Director of Global Resear... more

In this episode, Evercore’s George Ackert, David Kamo and Chris Macios discuss current market dynamics, especially the software sector outlook, private credit resilience, the impact of macro uncertainty on dealmaking and whether deal activity is abou... more

In this episode, Evercore’s Nigel Dawn, David Markson, Ryan Rohloff, and Micki Haber of the firm’s Private Capital Advisory (PCA) group sit down to discuss the state of the secondaries market and key insights from their newly released 2025 Secondary ... more

In this episode, Evercore’s Bill Anderson and Jamie Easton sit down to discuss the current state of the market, including key M&A themes, boardroom insights, activism trends, AI investments, and more.

Bill Anderson – Global Head of Strategic, Defen... more

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Recent Guests

Amit Daryanani
IT hardware and communications equipment analyst, covers defense tech
Evercore ISI
Episode: The AI Trade: Where Are We Now?
Marc Lipacis
Semis and semi cap analyst, top in the space
Evercore ISI
Episode: The AI Trade: Where Are We Now?
Nigel Dawn
Global Head of Evercore Private Capital Advisory
Evercore Private Capital Advisory
Episode: Inside the $200bn+ Secondaries Market: Scale, Sentiment, and What’s Ahead
David Markson
Leader on our LP Advisory Practice
Evercore
Episode: Inside the $200bn+ Secondaries Market: Scale, Sentiment, and What’s Ahead
Ryan Rohloff
Leader in our GP Advisory Practice
Evercore
Episode: Inside the $200bn+ Secondaries Market: Scale, Sentiment, and What’s Ahead
Mike Addeo
Leads private credit secondaries in Private Capital Advisory
Evercore
Episode: The Rise of Private Credit Secondaries: What is Driving Market Growth
Josh Katzeff
Head of Carlyle's Special Credits Group
Carlyle
Episode: Liability Management: Adapting to the Current Creditor Environment
Ziyad Nassif
Corporate and M&A Partner at Freshfields
Freshfields
Episode: Going Stateside: U.S. Listing Migrations Explained

Reviews

5.0 out of 5 stars from 58 ratings
  • Ep 01

    Great insight!

    Apple Podcasts
    4
    Teekorede
    United States4 years ago
  • Great insights on macro trends and how CEOs and boards think

    Well moderated too!

    Apple Podcasts
    5
    mjpvjam
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Quality of moderation and topic breadth are frequently highlighted by listeners.
Listeners praise the clear market color and practical deal guidance.
The show's focus on complex structures (like continuation vehicles) is seen as particularly valuable.
Guests' perspectives on private markets are described as insightful and credible.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#149
Canada/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The AI Trade: Where Are We Now?
Q: What might we be talking about a year from now?
Beyond quantum and new AI workloads, the conversation is likely to center on token optimization, decommoditization of the hardware stack, and the realization of ROI and monetization gaps as enterprises run AI more broadly across workloads.
The AI Trade: Where Are We Now?
Q: What should investors watch for in the near term?
Key signals include token growth, capacity utilization of GPUs, data center space availability, and the potential for macro-environment constraints like memory and wafer supply to create inflection points that could alter spend patterns.
The AI Trade: Where Are We Now?
Q: Where are we today in the AI investment cycle and what has changed most over the past year?
The cycle has shifted from being GPU-centric to a broader, infrastructure-focused expansion where hyperscalers, enterprises, and new clouds are all involved, with bottlenecks moving from GPUs to networking and memory, and funding coming from both cash flow and public markets.
Global Insights with Roger Altman and Bill Burns
Q: From your perspective, what do you think the economic and financial impact has been of the conflict in Gaza?
Altman notes that Israel's economy has not been significantly impacted by the conflict because it is a small country and has managed to maintain a certain level of economic stability despite political and military tensions.
Global Insights with Roger Altman and Bill Burns
Q: How do you think China sees its relationship today with Russia?
Bill Burns explains that Xi and Putin share a partnership that aims to undermine the American-led international order, with mutual interests at play despite a lack of deep trust.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Location
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Frequently Asked Questions About Evercore Edge

What is Evercore Edge about and what kind of topics does it cover?

A market-focused show featuring Evercore professionals dissecting current conditions shaping private markets, M&A, and global capital flows. Episodes consistently explore how macro trends, geopolitical volatility, and sector-specific dynamics (notably software valuations, private credit, and LP/GP secondary activity) influence deal sourcing, financing structures, and strategy for sponsors, buyers, and LPs. Notable threads include the evolving use of continuation vehicles, the rise of private credit secondaries, and the growing role of activism and governance in dealmaking, all grounded in practical insights for practitioners.

Worthwhile for finance professionals seeking nuanced perspectives on deal timing, capital formation, and regulatory... more

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Which podcasts are similar to Evercore Edge?

These podcasts share a similar audience with Evercore Edge:

1. The View From Apollo
2. Thoughts on the Market
3. Exchanges
4. At Any Rate
5. The Markets

How many episodes of Evercore Edge are there?

Evercore Edge launched 4 years ago and published 25 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Evercore Edge?

Recent guests on Evercore Edge include:

1. Amit Daryanani
2. Marc Lipacis
3. Nigel Dawn
4. David Markson
5. Ryan Rohloff
6. Mike Addeo
7. Josh Katzeff
8. Ziyad Nassif

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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