Insights & Indicators
Episodes
Healthcare Investing in a Shifting Economic Landscape, featuring Bobby Schmidt
20 Feb 2026
Contributed by Lukas
In this episode, Jason is joined by Bobby Schmidt, Co-Head of Global Healthcare at Carlyle, for a discussion about durable growth trends across hea...
Five Questions Shaping the 2026 Outlook
14 Jan 2026
Contributed by Lukas
In this special annual outlook episode of Insights & Indicators, Jason Thomas explores five questions for 2026 that highlight key forces shaping ...
The Evolving Nature of Private Market Liquidity, featuring Chris Perriello
18 Dec 2025
Contributed by Lukas
Joining Jason in this episode is Chris Perriello, Global Head of Secondaries at Carlyle AlpInvest, to discuss developments in the private equity secon...
Behind the Surprising Resilience in Credit Markets, featuring Lauren Basmadijian
10 Nov 2025
Contributed by Lukas
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 ...
Structural Shifts in European Real Estate, featuring Marc-Antoine Bouyer
17 Oct 2025
Contributed by Lukas
In this episode, Jason is joined by Marc-Antoine Bouyer, Head of Carlyle Europe Realty, who shares his views of current investment opportunities and c...
Shifting Dynamics in Private Equity featuring Brian Bernasek and Steve Wise
18 Sep 2025
Contributed by Lukas
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 s...
The Case for Private Markets featuring Shane Clifford
13 Aug 2025
Contributed by Lukas
Joining Jason in this episode is Shane Clifford, Head of Global Wealth, who discusses how inflation, rate volatility, and evolving capital markets are...
The New Martial Plan featuring Jeff Currie
10 Jul 2025
Contributed by Lukas
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...
The Shape of Demand featuring Rob Stuckey
18 Jun 2025
Contributed by Lukas
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...
The Potential for Baseline Tariffs featuring Will Kinzel
14 May 2025
Contributed by Lukas
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% baseli...
Tariffs and Trends in Credit Markets featuring Mark Jenkins
11 Apr 2025
Contributed by Lukas
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...
The State of Capital Markets featuring Matt Savino
14 Mar 2025
Contributed by Lukas
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’...
Trends in Infrastructure featuring Pooja Goyal
10 Feb 2025
Contributed by Lukas
In this episode, Pooja Goyal, Chief Investment Officer of Carlyle’s infrastructure group, joins Jason to share her thoughts on several topics in the...
5 Questions for 2025
16 Jan 2025
Contributed by Lukas
In this episode, Jason examines five global macroeconomic questions for investors to consider in the year ahead. Our research disclosure is available ...
The Shift in Capital Markets featuring Ruulke Bagijn
21 Dec 2024
Contributed by Lukas
In this episode, Ruulke Bagijn, Global Head of Investment Solutions for Carlyle and Head of AlpInvest, joins Jason to share her insights on improved i...
Election Reflections and Policy Directions featuring David Rubenstein
05 Dec 2024
Contributed by Lukas
In this episode, David Rubenstein, Co-Founder and Co-Chairman of Carlyle, joins Jason Thomas to share his thoughts on the outcome of the US presidenti...
A Closer Look at Geopolitics featuring Admiral James Stavridis
22 Oct 2024
Contributed by Lukas
In this episode, Admiral James Stavridis, USN (Ret), Carlyle’s Vice Chair of Global Affairs, joins Jason for a discussion about geopolitics, includi...
The Impact of Rate Cuts featuring Jeff Nedelman
27 Sep 2024
Contributed by Lukas
In this episode, Jeff Nedelman, Carlyle’s Head of Global Distribution, joins Jason for a discussion about the Fed’s rate cut, its potential impact...
Alternatives and Individual Investors featuring Shane Clifford
09 Aug 2024
Contributed by Lukas
In this episode, Shane Clifford, Carlyle’s Head of Global Wealth, joins Jason for a discussion about the growing democratization of alternative inve...
The State of Private Markets Investing featuring Peter Cornelius
23 Jul 2024
Contributed by Lukas
In this episode, Peter Cornelius, Chief Economist for AlpInvest, joins Jason for a discussion about what he’s seeing and hearing from AlpInvest inve...
Sustainability featuring Meg Starr
28 Jun 2024
Contributed by Lukas
In this episode, Meg Starr, Global Head of Corporate Affairs, joins Jason for a discussion about the firm’s sustainability efforts, notable highligh...
Credit Markets and Demand, featuring Mark Jenkins
01 Jun 2024
Contributed by Lukas
What’s the state of credit markets in 2024? Mark Jenkins, Head of Global Credit, joins Jason for a discussion about the opportunities in credit mark...
Energy Pathways featuring Jeff Currie
26 Apr 2024
Contributed by Lukas
Investors are familiar with decarbonization, but what exactly are energy pathways? Jeff Currie, Chief Strategy Officer of Energy Pathways, joins Jason...
Insights from the Road featuring Jeff Nedelman
28 Mar 2024
Contributed by Lukas
What’s on investors’ minds in 2024? Jeff Nedelman, Global Head of Distribution, joins Jason for a discussion about trends he’s hearing from limi...
The Story Behind the Numbers
29 Feb 2024
Contributed by Lukas
How are price increases related to the global pandemic? How will an election year impact rate cuts? In this month’s episode, Jason reflects on the s...
5 Questions for 2024
09 Jan 2024
Contributed by Lukas
As we head into a New Year, what are some of the most pressing questions facing investors? In our first episode of 2024, Jason shares his thoughts. Ou...
The Fed and the Potential for Rate Cuts
19 Dec 2023
Contributed by Lukas
With the Fed holding steady on rates, and signaling the potential for rate cuts in 2024, what does this mean for investors? Jason shares his thoughts ...
The Outlook for U.S. Real Estate featuring Rob Stuckey
14 Nov 2023
Contributed by Lukas
Despite economic strength around travel, tourism and experiences, office attendance remains stuck below 2019 levels. What’s the outlook for this mar...