Harvey Schwartz, CEO of Carlyle, reflects on his unconventional journey from a challenging upbringing and early career uncertainties, to the peak of global finance, including senior roles at Goldman Sachs. Schwartz, who oversees over $450 billion in assets at Carlyle, dives deep into how private markets have evolved, the factors driving their extraordinary growth, and his perspective on the future of public versus private capital.

As the conversation unfolds, Schwartz candidly addresses topics like mental health and personal adversity, sharing lessons on harnessing insecurity as a strength and the importance of mentorship and humility in leadership. The episode also explores the current economic environment, the resilience of US and global markets, the impact of fiscal and monetary stimulus, and the outlook for interest rates and credit markets. Listeners will gain unique insights into financial cycles, the maturation of global capital markets, and practical leadership advice from one of the investment industry’s most experienced figures.

You can watch the full video on The Master Investor Podcast YouTube channel

And follow @WilfredFrost on X and Linked In

Sponsored by Interactive Brokers - ibkr.com/masterinvestor

The Master Investor Podcast is podcast is produced by Paradine Productions, Master Investor Ltd in association with Bird Lime Media.

This podcast is for information purposes only. It does not constitute an invitation or inducement to engage in any investment activity. It is not a financial promotion as defined under section 21 of the Financial Services and Markets Act 2000 (FSMA). The views expressed by the presenter of this podcast are those of the presenter and are provided in the course of journalism. This podcast benefits from the exemption under Article 20 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (FPO), It does not require approval by a person authorised under the FSMA. Generic information, not identifying any specific investment, fund, provider or service, about a class of investments such as shares, bonds, derivatives and cryptoassets, might be provided and/or discussed during this podcast. Such discussion falls within the generic promotions exemption (Article 17 of the FPO). Such discussion is not a financial promotion requiring approval by an authorised person under section 21 of the FSMA. Investing involves risk. You should consult a suitably qualified adviser who can assess your individual circumstances before making any investment decision

When The Odds Are Against You - Part 1 - 11 January 2021