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.
Publishes | Monthly | Episodes | 25 | Founded | 4 years ago |
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Number of Listeners | Categories | BusinessInvesting |
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
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
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
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Apple Podcasts | #168 | |
Apple Podcasts | #232 |
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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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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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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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