Insights & Indicators

By Carlyle

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Category: Investing

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Subscribers: 4
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Episodes: 25

Description

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.

Episode Date
Healthcare Investing in a Shifting Economic Landscape, featuring Bobby Schmidt
Feb 20, 2026
Five Questions Shaping the 2026 Outlook
Jan 14, 2026
The Evolving Nature of Private Market Liquidity, featuring Chris Perriello
Dec 18, 2025
Behind the Surprising Resilience in Credit Markets, featuring Lauren Basmadijian
Nov 10, 2025
Structural Shifts in European Real Estate, featuring Marc-Antoine Bouyer
Oct 17, 2025
Shifting Dynamics in Private Equity featuring Brian Bernasek and Steve Wise
Sep 18, 2025
The Case for Private Markets featuring Shane Clifford
Aug 13, 2025
The New Martial Plan featuring Jeff Currie
Jul 10, 2025
The Shape of Demand featuring Rob Stuckey
Jun 18, 2025
The Potential for Baseline Tariffs featuring Will Kinzel
May 14, 2025
Tariffs and Trends in Credit Markets featuring Mark Jenkins
Apr 11, 2025
The State of Capital Markets featuring Matt Savino
Mar 14, 2025
Trends in Infrastructure featuring Pooja Goyal
Feb 10, 2025
5 Questions for 2025
Jan 16, 2025
The Shift in Capital Markets featuring Ruulke Bagijn
Dec 21, 2024
Election Reflections and Policy Directions featuring David Rubenstein
Dec 05, 2024
A Closer Look at Geopolitics featuring Admiral James Stavridis
Oct 22, 2024
The Impact of Rate Cuts featuring Jeff Nedelman
Sep 27, 2024
Alternatives and Individual Investors featuring Shane Clifford
Aug 09, 2024
The State of Private Markets Investing featuring Peter Cornelius
Jul 23, 2024
Sustainability featuring Meg Starr
Jun 28, 2024
Credit Markets and Demand, featuring Mark Jenkins
Jun 01, 2024
Energy Pathways featuring Jeff Currie
Apr 26, 2024
Insights from the Road featuring Jeff Nedelman
Mar 28, 2024
The Story Behind the Numbers
Feb 29, 2024