Show Notes
Bain’s leading macroeconomic expert examines the cracks beneath the surface of the US market and how investors should prepare for post-globalization realities.
More from Dry Powder: The Private Equity Podcast
The CEO of Brookfield's Private Equity Group shares why some of the most exciting AI opportunities may be hiding in industrial businesses that still barely use Excel.
We ask the co-founders of NOVA Infrastructure about the investment opportunities flying beneath the radar of large infrastructure investors, and the value that can be created by professionalizing smaller businesses.
In part two of our interview series, Ares copresident Kipp deVeer explains where the firm sees the strongest opportunities in the “new economy” and why it’s moving from financing data centers to building them.
We ask the Co-President of Ares what’s really happening in the private credit market, the advantages of being a scale player, and where he sees performance dispersion among managers.
We asked six leading investors at Vista, Hg, Advent, CVC, KKR, and Apollo where AI is creating value today—and what it will take to unlock the next wave of transformations.