Insights & Indicators
Business & Economics Podcasts
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.
Location:
United States
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.
Language:
English
Episodes
Energy Pathways featuring Jeff Currie
4/26/2024
Investors are familiar with decarbonization, but what exactly are energy pathways? Jeff Currie, Chief Strategy Officer of Energy Pathways, joins Jason for a discussion about commodity markets, the importance of policy in the energy transition, and what the changing landscape means for energy companies. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers
Duration:00:17:32
Insights from the Road featuring Jeff Nedelman
3/28/2024
What’s on investors’ minds in 2024? Jeff Nedelman, Global Head of Distribution, joins Jason for a discussion about trends he’s hearing from limited partners and investors. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:21:12
The Story Behind the Numbers
2/29/2024
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 stories and anecdotes behind the economic numbers we’re watching. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:12:54
5 Questions for 2024
1/9/2024
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. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:09:23
The Fed and the Potential for Rate Cuts
12/19/2023
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 as we wrap up 2023. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:09:49
The Outlook for U.S. Real Estate featuring Rob Stuckey
11/14/2023
Despite economic strength around travel, tourism and experiences, office attendance remains stuck below 2019 levels. What’s the outlook for this market? Rob Stuckey, Head of U.S. Real Estate, joins Jason for a discussion on this space.
Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:13:40
AI and its Implications for Investors featuring Michael Wand
10/20/2023
Artificial Intelligence (AI) has already entered the public consciousness, but what does it mean for investors? Michael Wand, Co-Head of Carlyle Europe Technology Partners and Co-Head of Europe Private Equity, joins Jason for a discussion on AI and its downstream implications. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:15:31
What does the pause in rate hikes mean for private markets?
9/15/2023
As recent rate hikes pause, Jason shares his thoughts on the current economic outlook, monetary policy, and what implications this has for private markets. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:10:12
Opportunities in Private Credit featuring Alex Popov
8/8/2023
As interest rates and inflation remain high, Alex Popov, Head of Private Credit and Head of Carlyle Credit Opportunities, joins Jason for a discussion on the private credit landscape. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers
Duration:00:18:59
The Outlook for Japan with Kazuhiro Yamada
7/19/2023
In light of the growth of the Japanese economy over the past decade, Kazuhiro Yamada, Co-Head of Carlyle Japan, joins Jason for a discussion on Japan’s future economic growth. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:09:38
The State of Secondaries with Chris Perriello
6/12/2023
In light of recent market dislocation, Chris Perriello, Carlyle’s Global Head of Secondaries, joins Jason for a discussion on the evolving secondaries market. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:19:42
The Outlook for Credit in 2023 with Mark Jenkins
5/10/2023
Mark Jenkins, Carlyle’s Head of Global Credit, joins Jason and shares his perspective on the relative position of private credit in the current investment landscape. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:17:10
The State of Yields and Defaults with Lauren Basmadjian
4/7/2023
As banking concerns continue to impact financing, Lauren Basmadjian, Carlyle’s Co-Head of Liquid Credit, joins Jason for a discussion on commercial real estate, yields, and the outlook for defaults. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:15:54
The State of Financing with Brian Lindley
3/23/2023
As banks and interest rates continue to be a focal point of the market, Brian Lindley, Carlyle’s Global Head of Capital Markets, joins Jason for a discussion on financing, Silicon Valley Bank, and the role of private credit in the current market environment. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers
Duration:00:22:50
Potential for Disinflation and Growth
2/7/2023
From rate hikes over the course of 2022 to disinflation and growth in the current market environment, Carlyle’s Head of Global Research, Jason Thomas, unpacks economic trends in the latest installment of our Insights & Indicators podcast.
Our research disclosure is available at: https://www.carlyle.com/notices-and-disclaimers
Duration:00:13:03
The Global Economy Shows Resiliency
12/14/2022
Jason Thomas, Head of Global Research at Carlyle, discusses the resilience the global economy demonstrated in November including robust “experiences” spending in the U.S. and Europe’s ongoing policy response to the energy crisis.
Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers
Duration:00:08:44
Has the Next Recession for the U.S. Arrived?
11/16/2022
Jason Thomas, Head of Global Research at Carlyle, discusses recent rate hikes and the data behind the U.S. economy's recessionary behavior.
Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers
Duration:00:11:51
Increase in Forward Interest Rates
10/31/2022
Jason Thomas, Head of Global Research at Carlyle, discusses the increase in forward interest rates and the third quarter GDP data in the US.
Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:14:30
Macroeconomic Paradox: Today’s Economy Compared to Traditional Recessions
8/12/2022
Jason Thomas, Head of Global Research at Carlyle, discusses U.S. consumer spending habits, the energy landscape in Europe, and his outlook on China for the remainder of 2022. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:13:09
Recession or Soft Landing?
6/26/2022
Jason Thomas, Head of Global Research at Carlyle, discusses the economic contractions occurring globally, as well as opportunities for growth and improved financial conditions ahead.
Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
Duration:00:09:43