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Insights & Indicators

Carlyle
Federal Reserve
Private Equity
United States
Carlyle
Energy Transition
Credit Markets
Sustainability
Private Markets
Inflation
Economic Growth
Renewable Energy
Investment Strategy
Industrial Investment
Interest Rates
Artificial Intelligence
Market Volatility
Consumer Spending
Carlyle Group
ESG Investing
Alternative Investments

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 www.carlyle.com/notices-and-disclaimers.

PublishesMonthlyEpisodes25Founded4 years ago
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Latest Episodes

In 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 portfolio, from sector growth trends and the role of AI to the current state of M... more

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Joining Jason in this episode is Shane Clifford, Head of Global Wealth, who discusses how inflation, rate volatility, and evolving capital markets are reshaping portfolio construction and why the term “alternative” may no longer apply to private mark... more

Joining 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 Europe’s defense and infrastructure backbone. Our research disclosure is avai... more

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Joining 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 discipline, and the implications of a fast-growing data center sector. Our r... more

YouTube

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Recent Guests

Rob Stuckey
Head of US Real Estate at Carlyle
Carlyle
Episode: The Shape of Demand featuring Rob Stuckey
Will Kinzel
Global Head of Government Affairs at Carlyle
Carlyle
Episode: The Potential for Baseline Tariffs featuring Will Kinzel
Matt Savino
Global Head of Carlyle's Capital Markets Team
Carlyle
Episode: The State of Capital Markets featuring Matt Savino
Pooja Goyal
Chief Investment Officer of the Infrastructure Group at Carlyle
Carlyle
Episode: Trends in Infrastructure featuring Pooja Goyal
Ruulke Bagijn
Global Head of Investment Solutions and Head of AlpInvest, Carlyle's private equity asset manager.
Carlyle
Episode: The Shift in Capital Markets featuring Ruulke Bagijn
David Rubenstein
Co-Founder and Co-Chairman of Carlyle
Carlyle
Episode: Election Reflections and Policy Directions featuring David Rubenstein
James Stavridis
Partner at Carlyle, former four-star US Navy admiral and supreme allied commander of NATO
Carlyle Group
Episode: A Closer Look at Geopolitics featuring Admiral James Stavridis
Shane Clifford
Head of Global Wealth at Carlyle
Carlyle
Episode: Alternatives and Individual Investors featuring Shane Clifford
Peter Cornelius
Chief Economist for AlpInvest Partners
AlpInvest Partners
Episode: The State of Private Markets Investing featuring Peter Cornelius

Host

Jason Thomas
Host of Insights & Indicators and Head of Global Research and Investment Strategy at Carlyle, sharing deep insights on economic landscapes and investment strategies.

Chart Rankings

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

Apple Podcasts
#168
Japan/Business/Investing
Apple Podcasts
#232
Chile/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Shape of Demand featuring Rob Stuckey
Q: How have you been interpreting this wild ride that we've been on from a broader market perspective?
Rob discusses the tightness in credit spreads and potential underpricing of volatility in the current market environment.
Tariffs and Trends in Credit Markets featuring Mark Jenkins
Q: How do you see the growth of the private credit markets in the future?
The leverage credit side will continue to grow, with the overall private credit market opening new opportunities for institutional investors, driven by changing regulatory landscapes and investor needs.
Tariffs and Trends in Credit Markets featuring Mark Jenkins
Q: What were some of the main takeaways from your interactions with investors at the Global Credit Conference?
The theme was a new environment of uncertainty that will shape the economic and investment environment going forward, particularly influenced by recent tariff announcements.
The Potential for Baseline Tariffs featuring Will Kinzel
Q: What are you expecting from the scheduled meeting in Geneva regarding the US-China relationship?
The meeting is seen as a positive step towards addressing trade negotiations, particularly concerning supply chains.
The Potential for Baseline Tariffs featuring Will Kinzel
Q: Do you think that the administration has a number of these sorts of agreements in the hopper and is going to release them on a more or less scheduled basis?
Yes, the UK deal is viewed as progress and may indicate a path forward for negotiations with other countries.

Audience Metrics

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Frequently Asked Questions About Insights & Indicators

What is Insights & Indicators about and what kind of topics does it cover?

A prominent focus is placed on the evolving landscape of private markets and capital flows, providing in-depth insights and strategies related to investment management. Discussions often revolve around macroeconomic conditions, including the influence of inflation and geopolitical events on market trends, especially in areas such as defense, real estate, and infrastructure investments. The content is enriched by expert guests who contribute perspectives on topics ranging from tariffs and policy implications to technological advancements in various sectors. This series stands out for its blending of economic analysis and practical investment strategies, appealing to professionals seeking to navigate the complexities of today's financial envi... more

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These podcasts share a similar audience with Insights & Indicators:

1. The View From Apollo
2. Dry Powder: The Private Equity Podcast
3. Exchanges
4. The Markets
5. The Credit Edge by Bloomberg Intelligence

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Insights & Indicators 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 Insights & Indicators?

Recent guests on Insights & Indicators include:

1. Rob Stuckey
2. Will Kinzel
3. Matt Savino
4. Pooja Goyal
5. Ruulke Bagijn
6. David Rubenstein
7. James Stavridis
8. Shane Clifford

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