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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
Industrial Investment
Interest Rates
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 Bobby Schmidt, Co-Head of Global Healthcare at Carlyle, for a discussion about durable growth trends across healthcare, life sciences, and medtech, and what the record-setting Medline IPO may signal for exits in 20... more

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In this special annual outlook episode of Insights & Indicators, Jason Thomas explores five questions for 2026 that highlight key forces shaping markets, policy, and investment opportunities in the year ahead.

Our research disclosure is available at... more

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Joining 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 market is evolving.

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

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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

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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

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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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Recent Guests

Bobby Schmidt
Co-head of Global Healthcare
Carlyle
Episode: Healthcare Investing in a Shifting Economic Landscape, featuring Bobby Schmidt
Chris Perriello
Global Head of Secondaries at Carlyle AlpInvest
Carlyle AlpInvest
Episode: The Evolving Nature of Private Market Liquidity, featuring Chris Perriello
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
Mark Jenkins
Carlyle's head of global credit
Carlyle
Episode: Tariffs and Trends in Credit Markets featuring Mark Jenkins

Host

Jason Thomas
Head of Global Research and Investment Strategy, host of Insights & Indicators.

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Talking Points

Recent interactions between the hosts and their guests.

Healthcare Investing in a Shifting Economic Landscape, featuring Bobby Schmidt
Q: How did you get comfortable going into this investment with that?
We believed investors would want to access Medline in almost any market environment due to its high growth potential and significant cash flow.
Healthcare Investing in a Shifting Economic Landscape, featuring Bobby Schmidt
Q: What are your key takeaways from the appetite for this from investors for this large healthcare products and services business?
The appetite reflects a strong desire from investors to access high-quality companies like Medline, which can deliver exceptional service and substantial growth, regardless of market conditions.
The Evolving Nature of Private Market Liquidity, featuring Chris Perriello
Q: What drives returns in your market?
Returns depend on the underlying appreciation value at the asset level rather than just the discount to NAV, with an emphasis on the quality of the assets and managers.
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.

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?

Focused on the economic landscape, this series presents a range of discussions with industry leaders, particularly from a notable investment firm's research team. It covers significant issues and evolving trends in finance, private equity, credit markets, and real estate, frequently referencing market conditions, investment strategies, and the macroeconomic environment. Episodes address pressing challenges, such as the affordability crisis, liquidity management in private markets, and geopolitical ramifications on economy and investments, providing listeners with valuable perspectives and forecasts. With insights from various thought leaders within the firm, the content is aimed at professionals seeking to understand complex financial dynam... more

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Which podcasts are similar to Insights & Indicators?

These podcasts share a similar audience with Insights & Indicators:

1. Capital Allocators – Inside the Institutional Investment Industry
2. Exchanges
3. Odd Lots
4. The Memo by Howard Marks
5. Thoughts on the Market

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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. Bobby Schmidt
2. Chris Perriello
3. Lauren Basmadijian
4. Marc-Antoine Bouyer
5. Brian Bernasek
6. Steve Wise
7. Rob Stuckey
8. Will Kinzel

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