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Jason Thomas

Head of Global Research and Investment Strategy at Carlyle. Provides insights on market trends, tariffs, and investment strategies.

Top 5 podcasts with Jason Thomas

Ranked by the Snipd community
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25 snips
Apr 25, 2025 • 30min

Bloomberg Surveillance TV: April 25, 2025

Adewale Adeyemo, former Deputy Secretary at the US Treasury, discusses market fluctuations and potential Treasury interventions to bolster the economy. Jason Thomas from Carlyle Group shares insights on the US equity market amidst ongoing trade negotiations. Adena Friedman, CEO of Nasdaq, provides an overview of recent earnings and the IPO landscape, emphasizing the cautious approach of investors in volatile times. The conversation highlights the complexities of US-China relations and the implications for future economic strategies.
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5 snips
May 7, 2025 • 30min

The 28th Annual Milken Institute Global Conference: Day 3

Join Jason Thomas, who leads Global Research at Carlyle, Dina Dilorenzo, co-president at Guggenheim Partners, and Christian Stracke from PIMCO as they dive into pressing financial topics. They explore the impact of tariffs on the auto industry and tech stocks amidst market volatility. Discussions also highlight investment strategies in private credit, risk evaluation, and how banks are evolving asset-based finance. The trio sheds light on economic uncertainties and the Federal Reserve's influence on current markets.
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Aug 1, 2024 • 27min

Bloomberg Surveillance TV: August 1, 2024

C.S. Venkatakrishnan, CEO of Barclays, shares insights on the bank's remarkable performance and its strategic $960 million share buyback plan. Esther George, former Kansas City Fed President, examines the Fed's July meeting and anticipates a balanced risk outlook for September. Jason Thomas, Head of Global Research at The Carlyle Group, critiques market optimism, suggesting it's excessively priced for perfection. The conversation navigates the complexities of interest rate decisions, inflation, and their impact on investment strategies.
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Jul 25, 2024 • 35min

How should I be positioned? with Jason Thomas (Carlyle) and Jason Draho (UBS CIO)

Jason Thomas and Jason Draho discuss the US macroeconomic environment, growth outlook, inflation, and Fed rate cuts. They analyze portfolio positioning preferences and explore topics like potential Fed rate cuts, slowing consumption growth, inflation data, and the impact of inflation and interest rates on consumer segments and market performance.
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May 8, 2024 • 1h 2min

Day Three Live from the Milken Institute Global Conference

Explore social impact investing, US Treasuries profitability, fiscal stimulus effects on the economy, challenges for small banks, evolving private capital dynamics, market uncertainties, investing in renewable energy and affordable housing, geopolitical impacts on businesses, Chinese companies' influence in Africa, and the Federal Reserve's rate hike strategy.

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