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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
Artificial Intelligence
Interest Rates
Industrial Investment
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 Lauren Basmadjian, Global Head of Liquid Credit at Carlyle, who identifies the bright signs she sees in today’s credit markets and what she expects for 2026.

Our research disclosure is available at www.car... more

YouTube

In 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 real estate market.

Our research disclosure is available at www.c... more

YouTube

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

YouTube

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

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Recent Guests

Lauren Basmadijian
Global Head of Liquid Credit at Carlyle
Carlyle
Episode: Behind the Surprising Resilience in Credit Markets, featuring Lauren Basmadijian
Marc-Antoine Bouyer
Leads Carlyle's Real Estate Business in Europe
Carlyle
Episode: Structural Shifts in European Real Estate, featuring Marc-Antoine Bouyer
Brian Bernasek
Co-Head of America's Corporate Private Equity at Carlyle
Carlyle
Episode: Shifting Dynamics in Private Equity featuring Brian Bernasek and Steve Wise
Steve Wise
Co-Head of America's Corporate Private Equity at Carlyle
Carlyle
Episode: Shifting Dynamics in Private Equity featuring Brian Bernasek and Steve Wise
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

Host

Jason Thomas
Head of Global Research and Investment Strategy at Carlyle. He hosts insights from across the firm to share observations and opinions on the economic landscape, along with insights from research conducted by the Carlyle team.

Chart Rankings

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

Apple Podcasts
#150
Italy/Business/Investing
Apple Podcasts
#195
Russia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Behind the Surprising Resilience in Credit Markets, featuring Lauren Basmadijian
Q: What areas are you excited about or concerned about looking towards 2026?
Lauren discusses concerns regarding AI's impact on credit valuations and notes that while current indicators are positive, uncertainty remains.
Behind the Surprising Resilience in Credit Markets, featuring Lauren Basmadijian
Q: What do you make of the discussions surrounding high-profile defaults?
Lauren indicates that the analogy of cockroaches is not fitting for below-investment-grade credits, as defaults are actually decreasing.
Shifting Dynamics in Private Equity featuring Brian Bernasek and Steve Wise
Q: How are you feeling about where the future may hold if there is a material downward move in finance costs?
A downward move in finance costs would facilitate more M&A activity, but it would not lead to a wide opening of deal flow, rather just a continuation of steady growth.
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.

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?

The content engages with a variety of topics critical to finance and investing, including economic trends, the implications of tariffs, private equity dynamics, and real estate investment strategies. Notable discussions revolve around the influence of macroeconomic factors on credit markets and private equity, offering keen insights into market resilience, shifting demand, and investment opportunities across different sectors. With a focus on the evolving economic landscape, the discussions incorporate expert opinions and data-driven analysis, making it valuable for listeners interested in deepening their understanding of finance and investment strategies amid current global challenges. The inclusion of diverse guest perspectives enhances t... more

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Which podcasts are similar to Insights & Indicators?

These podcasts share a similar audience with Insights & Indicators:

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

How many episodes of Insights & Indicators are there?

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. Lauren Basmadijian
2. Marc-Antoine Bouyer
3. Brian Bernasek
4. Steve Wise
5. Rob Stuckey
6. Will Kinzel
7. Matt Savino
8. Pooja Goyal

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