Podcast
Insights & Indicators
Hosted by Carlyle · EN
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.
11episodes
Episodes
Newest firstAll episodes
Healthcare Investing in a Shifting Economic Landscape, featuring Bobby Schmidt
Feb 2000:23:27Tap to summarizeIn 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 2026. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Transcribe →Five Questions Shaping the 2026 Outlook
Jan 1400:34:00Tap to summarizeIn 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 https://www.carlyle.com/notices-and-disclaimers.
Transcribe →The Evolving Nature of Private Market Liquidity, featuring Chris Perriello
Dec 1800:29:55Tap to summarizeJoining 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 https://www.carlyle.com/notices-and-disclaimers.
Transcribe →Behind the Surprising Resilience in Credit Markets, featuring Lauren Basmadijian
Nov 1000:21:09Tap to summarizeIn 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 https://www.carlyle.com/notices-and-disclaimers.
Transcribe →Structural Shifts in European Real Estate, featuring Marc-Antoine Bouyer
Oct 1700:21:51Tap to summarizeIn 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 https://www.carlyle.com/notices-and-disclaimers.
Transcribe →Shifting Dynamics in Private Equity featuring Brian Bernasek and Steve Wise
Sep 1800:22:44Tap to summarizeIn 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.
Transcribe →The Case for Private Markets featuring Shane Clifford
Aug 1300:27:38Tap to summarizeJoining 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.
Transcribe →The New Martial Plan featuring Jeff Currie
Jul 1000:27:57Tap to summarizeJoining 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.
Transcribe →The Shape of Demand featuring Rob Stuckey
Jun 1800:20:03Tap to summarizeJoining 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.
Transcribe →The Potential for Baseline Tariffs featuring Will Kinzel
May 14, 202500:20:12Tap to summarizeJoining 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.
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