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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...more

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Latest Episodes

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February 20, 2026

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, ...

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00:23:27

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January 14, 2026

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,...

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00:34:00

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December 18, 2025

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...

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00:29:55

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November 10, 2025

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...

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00:21:09

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October 17, 2025

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...

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00:21:51

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September 18, 2025

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...

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00:22:44

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