Insights & Indicators

Carlyle
  • 5.0 (3)
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  • 一月一更

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

  1. 9月18日

    Shifting Dynamics in Private Equity featuring Brian Bernasek and Steve Wise

    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&A activity and distributions. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

    23 分钟

  2. 8月13日

    The Case for Private Markets featuring Shane Clifford

    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 markets. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

    28 分钟

  3. 7月10日

    The New Martial Plan featuring Jeff Currie

    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 available at https://www.carlyle.com/notices-and-disclaimers.

    28 分钟

  4. 6月18日

    The Shape of Demand featuring Rob Stuckey

    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 research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

    20 分钟

  5. 5月14日

    The Potential for Baseline Tariffs featuring Will Kinzel

    Joining Jason in this episode is Will Kinzel, Global Head of Government Affairs at Carlyle, who shares his thoughts on the possibility of a 10% baseline tariff, what recent trade negotiations with China and the UK could mean for other countries, and expectations around the president’s deregulation efforts. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

    20 分钟

  6. 4月11日

    Tariffs and Trends in Credit Markets featuring Mark Jenkins

    In this episode, Mark Jenkins, Global Head of Credit at Carlyle, joins Jason to share his thoughts on how credit markets have reacted to equity market gyrations, where they are headed, and what’s now driving the future growth of private credit. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

    18 分钟

  7. 3月14日

    The State of Capital Markets featuring Matt Savino

    In this episode, Matt Savino, Global Head of Carlyle's Capital Markets team, joins Jason to share his thoughts on the rise in private credit, what he’s seeing in capital markets, and discuss current market circumstances. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

    26 分钟

  8. 2月10日

    Trends in Infrastructure featuring Pooja Goyal

    In this episode, Pooja Goyal, Chief Investment Officer of Carlyle’s infrastructure group, joins Jason to share her thoughts on several topics in the infrastructure space, including the impact of AI, the energy transition, and the evolution of infrastructure investments. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

    26 分钟
查看全部 25 集

评分及评论

5
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关于

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

信息

  • 创作者
    Carlyle
  • 活跃年份
    2022年 - 2025年
  • 单集
    25
  • 分级
    儿童适宜
  • 版权
    © 2023
  • 节目网站
    Insights & Indicators

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