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.
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27:38
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27:38
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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27:57
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27:57
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.
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20:03
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20:03
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.
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20:12
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20:12
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.
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.
Colombia