Joining Jason in this episode is Will Kinzel, Global Head of Government Affairs at Carlyle, who shares his thoughts on the possibility of a 10% baseline tariff, what recent trade negotiations with China and the UK could mean for other countries, and expectations around the president’s deregulation efforts.

Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

In this episode, Mark Jenkins, Global Head of Credit at Carlyle, joins Jason to share his thoughts on how credit markets have reacted to equity market gyrations, where they are headed, and what’s now driving the future growth of private credit. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

In this episode, Matt Savino, Global Head of Carlyle's Capital Markets team, joins Jason to share his thoughts on the rise in private credit, what he’s seeing in capital markets, and discuss current market circumstances. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

In this episode, Pooja Goyal, Chief Investment Officer of Carlyle’s infrastructure group, joins Jason to share her thoughts on several topics in the infrastructure space, including the impact of AI, the energy transition, and the evolution of infrastructure investments. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

In this episode, Jason examines five global macroeconomic questions for investors to consider in the year ahead. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

In this episode, Ruulke Bagijn, Global Head of Investment Solutions for Carlyle and Head of AlpInvest, joins Jason to share her insights on improved investor sentiment, changes in capital markets activity, and the outlook for secondaries in 2025. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers

In this episode, David Rubenstein, Co-Founder and Co-Chairman of Carlyle, joins Jason Thomas to share his thoughts on the outcome of the US presidential election, potential policies under the Trump administration, and the uniqueness of a second presidential term that’s not consecutive. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers

In this episode, Admiral James Stavridis, USN (Ret), Carlyle’s Vice Chair of Global Affairs, joins Jason for a discussion about geopolitics, including what the US presidential election may mean for Ukraine, how Israel may respond to recent attacks, and the recent dispute between China and the Philippines. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.