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by Carlyle
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Latest Episodes
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- Feb 20, 202623 min
Healthcare Investing in a Shifting Economic Landscape, featuring Bobby Schmidt
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 2026. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
- Jan 14, 202634 min
Five Questions Shaping the 2026 Outlook
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 https://www.carlyle.com/notices-and-disclaimers.
- Dec 18, 202529 min
The Evolving Nature of Private Market Liquidity, featuring Chris Perriello
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 https://www.carlyle.com/notices-and-disclaimers.
- Nov 10, 202521 min
Behind the Surprising Resilience in Credit Markets, featuring Lauren Basmadijian
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 https://www.carlyle.com/notices-and-disclaimers.
- Oct 17, 202521 min
Structural Shifts in European Real Estate, featuring Marc-Antoine Bouyer
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 https://www.carlyle.com/notices-and-disclaimers.
- Sep 18, 202522 min
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.
- Aug 13, 202527 min
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.
- Jul 10, 202527 min
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.
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About Insights & Indicators
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.
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