

Jason Thomas
Head of Global Research & Investment Strategy at Carlyle Group, discussing the outlook for US markets and inflation.
Top 5 podcasts with Jason Thomas
Ranked by the Snipd community

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.

5 snips
Jul 25, 2025 • 33min
Bloomberg Surveillance TV: July 25th, 2025
Jason Thomas, Head of Global Research & Investment Strategy at Carlyle Group, and Gregory Daco, Chief Economist at EY Parthenon, dive into the complexities of the U.S. economic landscape. They discuss the outlook for U.S. markets, dissect inflation trends, and explore labor market dynamics. Thomas sheds light on Federal Reserve independence and market volatility, while Daco analyzes the implications of inflation on consumer behavior. Together, they paint a vivid picture of the evolving financial terrain amidst economic challenges.

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.

Sep 2, 2025 • 1h 15min
#86 - Jason Thomas: Inflation, AI Economics, Tariffs, Private Markets
In this discussion, Jason Thomas, Head of Global Research and Investment Strategy at Carlyle, shares insights on the new regime of persistent inflation and its implications for portfolio diversification. He highlights the dynamic economic impact of AI, noting its substantial contribution to GDP growth. Jason delves into the evolving roles of private markets and credit, advocating for a focus on inflation-hedged assets like infrastructure. He also examines the effects of tariffs, market concentration risks, and the importance of adapting investment strategies amidst changing economic landscapes.

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.