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Insights & Indicators

Latest episodes

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Jun 1, 2024 • 18min

Credit Markets and Demand, featuring Mark Jenkins

What’s the state of credit markets in 2024? Mark Jenkins, Head of Global Credit, joins Jason for a discussion about the opportunities in credit markets, what’s driving demand, and bank disintermediation. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
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Apr 26, 2024 • 18min

Energy Pathways featuring Jeff Currie

Jeff Currie, Chief Strategy Officer at Carlyle and a leading commodity analyst, dives into the intricacies of energy pathways. He explains how the shift to renewable energy is not just about adding sources, but transforming the entire infrastructure. The conversation emphasizes the role of policy in steering decarbonization and how the financial landscape impacts energy resources. Currie also highlights the significance of copper due to increased electricity demand driven by AI advancements, challenging conventional divestment strategies.
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Mar 28, 2024 • 21min

Insights from the Road featuring Jeff Nedelman

What’s on investors’ minds in 2024? Jeff Nedelman, Global Head of Distribution, joins Jason for a discussion about trends he’s hearing from limited partners and investors. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
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Feb 29, 2024 • 13min

The Story Behind the Numbers

How are price increases related to the global pandemic? How will an election year impact rate cuts? In this month’s episode, Jason reflects on the stories and anecdotes behind the economic numbers we’re watching. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
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Jan 9, 2024 • 9min

5 Questions for 2024

As we head into a New Year, what are some of the most pressing questions facing investors? In our first episode of 2024, Jason shares his thoughts. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
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Dec 19, 2023 • 10min

The Fed and the Potential for Rate Cuts

With the Fed holding steady on rates, and signaling the potential for rate cuts in 2024, what does this mean for investors? Jason shares his thoughts as we wrap up 2023. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
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Nov 14, 2023 • 14min

The Outlook for U.S. Real Estate featuring Rob Stuckey

Despite economic strength around travel, tourism and experiences, office attendance remains stuck below 2019 levels. What’s the outlook for this market? Rob Stuckey, Head of U.S. Real Estate, joins Jason for a discussion on this space. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
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Oct 20, 2023 • 16min

AI and its Implications for Investors featuring Michael Wand

Artificial Intelligence (AI) has already entered the public consciousness, but what does it mean for investors? Michael Wand, Co-Head of Carlyle Europe Technology Partners and Co-Head of Europe Private Equity, joins Jason for a discussion on AI and its downstream implications. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
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Sep 15, 2023 • 10min

What does the pause in rate hikes mean for private markets?

As recent rate hikes pause, Jason shares his thoughts on the current economic outlook, monetary policy, and what implications this has for private markets. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.
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Aug 8, 2023 • 19min

Opportunities in Private Credit featuring Alex Popov

As interest rates and inflation remain high, Alex Popov, Head of Private Credit and Head of Carlyle Credit Opportunities, joins Jason for a discussion on the private credit landscape. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers

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