

Carlyle’s Jason Thomas on the fallout from SVB’s collapse, shifting focus and opportunities for private investors
May 25, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 4min
The Volatility of the US Market
03:34 • 5min
The Fed's Backstop on the Banking Sector
08:27 • 4min
The Risk of Recession in the US Economy
12:38 • 5min
The Impact of Interest Rates on Finance in Europe
17:10 • 5min
The Fiscal Sustainability of Subsidies
22:05 • 2min
The Role of Investment Professionals at Carlisle
24:32 • 4min
The Impact of Interest Rate Hikes on the Commercial Sector
28:46 • 5min
The Impact of Interest Rates on Debt Service Costs
33:36 • 4min
The Future of Capital Structures
37:11 • 3min
The Maturity Cliff and the Impact on Profitability
40:00 • 4min
The Correction of the Market
44:19 • 4min
The Future of Inflation
48:23 • 5min
The Importance of Prudent Management in a Post-GFC Environment
53:20 • 2min
The Future of Private Equity
55:33 • 4min
The Banking Sector's Lessons From the Rate Shock
59:44 • 6min