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.
Episode
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September 27, 2024
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 on...
00:29:49
Episode 5
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June 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...
00:09:44
Episode
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December 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...
00:09:49
