Best Global Private Equity Report Podcasts (2025)

1
How the Big Beautiful Bill’s Passage Will Reshape the Economy 1:19:09

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6h ago1:19:09

1:19:09

Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed unpack what the GOP tax bill means for the economy now that it’s law. Robert argues we’re playing chicken with the debt and says markets are still operating in “greed mode,” not fear mode. Then, they check in on the broader economy. Ed questions when…

1
Paramount’s $16M Trump Settlement, Tesla’s Worst-Ever Delivery Drop & Figma’s IPO 35:40

4d ago35:40

35:40

Ed unpacks why the popular design software company Figma has decided to go public, breaks down Paramount’s $16 million payout to settle a lawsuit with Trump, and looks at why Tesla shares rose despite the company’s steepest-ever drop in year-over-year deliveries. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subsc…

1
Trump-Elon Feud Reignites, Manufacturing Activity Contracts (Again) & Robinhood Tokenizes Stocks 29:55

5d ago29:55

29:55

Ed breaks down how Tesla’s stock reacted to Elon Musk’s latest fight with Trump, what the latest manufacturing data signals about the economy, and why Robinhood is making a big bet on tokenized shares of private companies. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof …

1
The Meta-OpenAI Talent War, Canada Drops its Tech Tax & a GOP Blow to Clean Energy 29:31

6d ago29:31

29:31

Ed breaks down Canada’s decision to rescind its digital services tax, unpacks the escalating talent war between OpenAI and Meta, and takes a look at how the latest provision in the GOP tax bill could reshape the clean energy industry. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice …

1
Markets 2025 Halftime Report 59:46

7d ago59:46

59:46

Scott and Ed break down why New York is pushing ahead with a new nuclear power plant. Scott makes the case for nuclear as a smart long-term investment, while Ed raises concerns about China’s growing lead in energy production. Next, they unpack NATO’s plan to increase defense spending and what that means for the broader global economy. Finally, they…

1
The Dangerously Irresponsible Tax Bill — ft. Maya MacGuineas 58:29

10d ago58:29

58:29

Maya MacGuineas, president of the bipartisan Committee for a Responsible Federal Budget, joins the show to explain why she thinks the GOP tax bill will pass — and what its true impact will be. She breaks down the real risk posed by America’s debt trajectory, which taxes she sees as the 'least taxing,' and why young people should care about the grow…

1
Wall Street Panics Over NYC Mayor, Layoffs at Bumble & BNPL Debt Hits Your Credit Score 33:10

11d ago33:10

33:10

Ed and Scott unpack the economics behind Zohran Mamdani’s proposed policies. Then, Ed takes a look at why Bumble is struggling and why Buy Now, Pay Later debt is about to hit your credit score. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow…

1
Markets Shrug Off Israel-Iran Conflict, Polymarket’s $200M Round & a Stablecoin Warning 32:29

12d ago32:29

32:29

Ed and Scott give an update on the Israel-Iran ceasefire and how markets are responding. Then, Ed unpacks Polymarket’s new funding round and explains why the Bank for International Settlements is taking aim at stablecoins. Correction: Chances of dying by lightning are lower than getting an internship at Goldman Sachs in 2025. Subscribe to the Prof …

1
Oil Falls on Israel-Iran De-Escalation, Tesla Rolls Out the Robotaxi, & Trump Media’s Buyback Grift 30:23

13d ago30:23

30:23

Ed highlights what the markets are signaling about the path forward in the Middle East. Then, he and Scott unpack Tesla’s robotaxi launch. Finally, Ed analyzes Trump Media’s new share buyback plan. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Fo…

1
Gen AI in Private Equity: Game Changer or Work in Progress? 12:30

13d ago12:30

12:30

On April 24, I joined the Spotlight On podcast for a conversation about the future of private equity. Naturally, we talked about the game-changing promise of generative AI, but I also sounded a note of caution. While we’ve seen remarkable enthusiasm and activity in deal sourcing operations and portfolio management, what we haven’t yet seen is the …

1
What the Falling Dollar Means for America 1:00:02

14d ago1:00:02

1:00:02

Scott and Ed unpack RFK Jr.’s push to make it harder, and pricier, for pharma companies to advertise directly to consumers, a move that could be the final blow to the broadcast industrial complex. Next, they explore the IPO market’s rebound and why, despite the buzz, it's a trap for retail investors. Finally, they break down the dollar’s decline si…

1
Vibe Coding and The Rise of AI Agents with Amjad Masad and Yohei Nakajima 58:59

17d ago58:59

58:59

Amjad Masad (@amasad), founder and CEO of Replit, and Yohei Nakajima (@yoheinakajima), Managing Partner at Untapped Capital, joined Village Global partner Ben Casnocha for a live masterclass with Village Global founders. Takeaways: AI agents are rapidly evolving, with coding and deep research agents showing the most traction today. But general-purp…

1
Doing the Math on Trump’s Economic Impact — ft. Justin Wolfers 1:03:10

17d ago1:03:10

1:03:10

Justin Wolfers, professor of public policy and economics at the University of Michigan, joins the show to break down the GOP tax bill, weigh in on the economic toll of the ICE raids, and explain why tariff-driven inflation could be more damaging than typical inflationary pressures. Take a survey to let us know what you think about the show Subscrib…

1
Nippon & U.S. Steel Deal Closes, Fed Holds Steady, and YouTube Wins Over Older Viewers 28:28

18d ago28:28

28:28

Ed breaks down how a “golden share” helped seal Nippon Steel’s $14 billion takeover of U.S. Steel, and explains why the Fed chose to hold interest rates steady. Then, he and Scott dig into new data showing that Americans now watch more TV via streaming than they watch via broadcast and cable combined. Subscribe to the Prof G Markets newsletter Orde…

1
OpenAI & Microsoft Feud, Homebuilder Vibes Slump, and WBD Cuts Zaslav’s Pay 28:08

19d ago28:08

28:08

Ed breaks down why homebuilder sentiment fell in June and takes a look at the growing tensions between OpenAI and Microsoft. He and Scott then unpack why Warner Bros. Discovery is slashing CEO David Zaslav’s pay. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets …

1
…Let’s Talk Healthcare Equity Investing with Dan Matviyenko, Portfolio Manager with Jennison 33:34

19d ago33:34

33:34

Dan Matviyenko, Healthcare Portfolio Manager at Jennison, offers insights and strategies on navigating the complex and dynamic landscape of healthcare equity investing. Laurie Chan, PGIM’s U.S. Head of Alternative Solutions, and Daniel explore healthcare equity, focusing on macroeconomic forces, supply chain vulnerabilities due to trade tensions, t…

1
Israel-Iran Conflict Drives Oil Prices, Meta Monetizes WhatsApp, & Tron’s IPO Grift 25:05

20d ago25:05

25:05

Ed takes a look at how oil prices reacted to the conflict between Israel and Iran, why Meta is bringing ads to WhatsApp, and how crypto platform Tron plans to go public via reverse merger. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Ed on Instagram and X Follow Scott on⁠ …

1
What the Air India Crash Means for Boeing, Google Buyouts & Private Equity’s Big Slump 59:03

21d ago59:03

59:03

Scott and Ed unpack Google’s voluntary employee buyouts and explain why they could drive away top talent. They then discuss the fallout from the Air India crash and what it means for Boeing, with Scott outlining how companies should navigate a crisis. Next, they examine private equity’s struggles, with Blackstone pivoting to Europe and Yale offload…

1
Warning Signs From the Labor Market — ft. Kathryn Anne Edwards 1:01:49

24d ago1:01:49

1:01:49

Kathryn Anne Edwards, PhD economist and Bloomberg News columnist, joins the show to unpack the latest jobs report and what it reveals about the state of the labor market. She shares her take on whether AI poses a real threat to jobs and explains why the effects of tariffs are so tough to time. Kathryn also discusses how the GOP tax bill could resha…

1
Executing as a Best-In-Class Firm: Operational Excellence From The Inside of Over 50 VC Firms with Kristen Ostro of Strut Consulting 50:23

25d ago50:23

50:23

Jacob Mullins, Venture Partner at Village Global, welcomes Kristen Ostro, founder and CEO of Strut Consulting, to discuss the foundational elements that set venture capital firms up for long-term success. Kristen shares how her career began under the mentorship of Dick Kramlich at NEA, where she was trained in the core values and operational excell…

1
Do the U.S. and China Have a Deal? + May Inflation Data & Tesla Delays Its Robotaxi Again 26:49

25d ago26:49

26:49

Ed breaks down the new U.S.-China trade deal framework, explains what the May CPI report signals about the economy, and unpacks why Tesla is once again pushing back its robotaxi launch. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Scott on Instagram Follow Ed on Instagram …

1
World Bank Cuts U.S. Growth Outlook, Meta Invests in Scale AI, & Smucker’s Stock Tanks 26:55

26d ago26:55

26:55

Ed takes a look at new World Bank data projecting that U.S. economic growth will be cut in half this year, breaks down what went wrong with JM Smucker’s earnings, and unpacks the deal structure behind Meta’s investment in Scale AI. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Fol…

1
Warner Bros. Discovery Splits In Two, Apple’s WWDC Flops, & Tesla Gets Downgraded 31:00

27d ago31:00

31:00

Ed takes a look at Warner Bros Discovery’s move to split into two companies, breaks down the highlights from the opening day of Apple’s Worldwide Developers Conference, and unpacks why two analysts decided to downgrade Tesla’s stock. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice F…

1
Bain’s 2025 Midyear Private Equity Report: Executive Summary 15:21

27d ago15:21

15:21

Amid a turbulent year, is the industry poised for more of the same or a sudden turnaround? Read Bain's 2025 Midyear Private Equity Report here. Register for Bain's Private Equity Midyear Report 2025 Webinar on July 16 here.By Bain & Company

1
Trump & Elon Break Up Over the Tax Bill 1:11:12

28d ago1:11:12

1:11:12

Scott and Ed break down Reddit’s lawsuit against Anthropic, the controversy surrounding the new $TRUMP-branded crypto wallet, and why Warner Bros. Discovery shareholders rejected CEO David Zaslav’s pay package. Then, they unpack the growing opposition to the GOP Tax Bill and debate the potential motivations for Elon Musk’s criticism of the bill. Sc…

1
The Secret to Startup M&A: How To Set Your Companies Up for Big Outcomes with Ezra Roizen of Advsr 55:20

1M ago55:20

55:20

Jacob Mullins, Venture Partner at Village Global, sits down with Ezra Roizen, General Manager of Advsr and author of "The Magic Box Paradigm," to demystify the world of startup mergers and acquisitions (M&A) on Jacob’s private podcast, VC Mastermind, which we are cross-posting on the Village Global podcast. Drawing on decades of experience as both …

1
Why the TACO Trade Matters — ft. Robert Armstrong 1:13:19

1M ago1:13:19

1:13:19

Scott and Ed discuss Trump’s move to double tariffs on steel and aluminum, the administration’s decision to enlist Palantir to streamline federal data sharing, and Meta’s plan to launch AI-powered ad creation tools. Then, Robert Armstrong, U.S. financial commentator for the Financial Times, returns to the show to share how he coined the term “TACO …

1
Tariffs Blocked by Court, U.S. Steel’s Golden Shares & Neuralink’s Funding Round 1:02:40

1M ago1:02:40

1:02:40

Scott and Ed discuss the trade court’s ruling that Trump lacked the authority to impose most tariffs, Trump Media’s plan to buy bitcoin and Nvidia’s first quarter earnings. Then they discuss Nippon Steel’s acquisition of U.S. Steel, arguing there was no strong reason to block the deal in the first place and debating when government intervention in …

1
Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran 1:13:48

1M ago1:13:48

1:13:48

Scott and Ed discuss the latest tariff tensions between the U.S. and the European Union, how the market reacted to BYD’s price cuts, and a potential sale of OnlyFans. Then Aswath Damodaran, professor of finance at NYU’s Stern School of Business, returns to the show to break down what he’s learned about the markets since Liberation Day. He discusses…

1
Driving Global Employer Brand Alignment - How Pure Storage Built a Bold Employer Brand 33:18

1M ago33:18

33:18

By Blu Ivy Group

1
A $140 Trillion Riddle, Wrapped in a Mystery, Inside of an Enigma 18:50

1M ago18:50

18:50

[This episode originally aired on December 7, 2023] Today on the show, I have a lively conversation with Ashby Monk, the executive director of the Stanford Research Initiative on Long Term Investing. Ashby studies the inner workings of pension funds, sovereign wealth funds, endowments and foundations — in short all of those LPs that sit somewhere i…

1
The Story of Scott’s Career 58:38

1M ago58:38

58:38

Starting June 9th, we’ll be publishing a new episode every day of the week, exclusively on the Prof G Markets feed. Be sure to follow Prof G Markets if you haven’t already. For Memorial Day, we’re revisiting one of our favorite episodes where Scott shares the story of his entrepreneurial journey — from launching a video rental business in his 20s t…

1
Why America’s Credit Rating Dropped — ft. Scott Goodwin 1:11:25

2M ago1:11:25

1:11:25

Scott and Ed discuss Moody’s decision to downgrade U.S. debt, why universities are offloading private equity stakes at a discount, and Trump’s comments about Walmart raising prices. Then Scott Goodwin, Co-Founder and Managing Partner of Diameter Capital Partners, joins the show to break down what investors need to watch in today’s credit markets. H…

1
...Let’s Talk Mexican Industrial Real Estate with Enrique Lavín, Head of PGIM Latin America 16:54

2M ago16:54

16:54

Enrique Lavín provides critical insights into investing in Mexican industrial real estate by leveraging his market expertise and corporate finance/risk-opportunity background. Laurie Chan, PGIM’s Head of Alternative Investments, speaks with Enrique about the resilience of the Mexican Industrial Real Estate sector amidst U.S. trade volatility, nears…

1
The GOP Tax Bill, United Health’s Terrible Week, & Chinese Tech Earnings 1:15:43

2M ago1:15:43

1:15:43

Scott and Ed discuss why United Health’s stock hit a five year low, Warner Bros. Discovery's latest move to rebrand Max, and Airbnb’s foray into offering bookable services for travelers. They then break down earnings from Alibaba and Tencent, highlighting how the results signal the growing momentum of AI in China — and why they're feeling bullish o…

1
Why the U.S. Can’t Break Up with China — ft. Alice Han 1:04:20

2M ago1:04:20

1:04:20

Scott and Ed discuss the market’s reaction to Trump’s drug pricing plan, Perplexity’s latest funding round, and Coinbase’s addition to the S&P 500. Then Alice Han, China economist and director at Greenmantle, returns to the show to break down how China views the ongoing trade war. She unpacks the current state of U.S.-China negotiations and why a d…

1
Navigating the Evolution of Private Equity: An Interview with Hugh MacArthur 25:11

2M ago25:11

25:11

This past December, I joined the M&A Science Podcast for a wide ranging interview about my 30 year career at Bain and the evolution of the private equity industry. My host did a superb job of walking us through the pivotal moments when the industry was forced to reinvent itself. In this current moment of uncertainty, the interview serves as a tim…

1
Is Google a Buy? + Is Uber Recession Proof? 1:01:23

2M ago1:01:23

1:01:23

Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. Ed lays out his case for why the company is deeply undervalued. Finall…

1
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest 1:17:56

2M ago1:17:56

1:17:56

Scott and Ed discuss Trump’s tariffs on films produced outside the U.S., OpenAI scrapping its plans to become a for-profit company, and Warren Buffett’s decision to step down as CEO of Berkshire Hathaway. Then Michael Cembalest, the Chairman of Market and Investment Strategy for JPMorgan Asset & Wealth Management, joins the show to unpack how macro…

1
Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis? 1:11:19

2M ago1:11:19

1:11:19

Scott and Ed discuss the latest U.S. GDP report, new data on China’s factory activity, and the launch of Amazon’s new internet satellites. Then they turn to Big Tech earnings, breaking down first quarter results from Apple, Amazon, Microsoft, and Meta. Finally, they examine the Trump administration’s decision to resume forced collections on default…

1
What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney 1:05:22

2M ago1:05:22

1:05:22

Scott and Ed discuss Huawei’s new challenge to Nvidia, Apple shifting U.S. iPhone production from China to India, and Spotify’s Q1 earnings report. Then Mark Mahaney, senior managing director and head of internet research at Evercore, returns to the show to share his top internet stock picks. He explains why he believes Google is the cheapest of bi…

1
The Rise and Rise of the Secondary Market w/ Lexington Partners’ Wilson Warren 26:07

2M ago26:07

26:07

A 30-year veteran shares why the secondary market’s growth continues to surprise him.By Bain & Company

1
The Trump Fold & Tesla’s Brand Death 1:04:34

2M ago1:04:34

1:04:34

Scott and Ed discuss Trump’s decision to invite the top holders of his memecoin to a private dinner, Boeing’s first quarter earnings, and a new report underscoring the worsening wealth inequality in the U.S. Then, they explore how Trump’s policy reversals are undermining America’s global reputation in the markets. Finally, they break down Tesla’s f…

1
Why Trump Will Back Down on China Tariffs — ft. Ryan Petersen 1:08:21

2M ago1:08:21

1:08:21

Scott and Ed discuss the rally in the Euro and German bonds, Chinese state-backed funds pulling out of U.S. private equity, and Bill Ackman’s investment in Hertz. Then Ryan Petersen, the founder and CEO of Flexport, a leader in global supply chain management, joins the show to unpack the real-world impact of tariffs on American businesses. He break…

1
...Let’s Talk Reinsurance with Mike Thompson of Warburg Pincus & Nandini Mongia of Prismic Life 24:10

3M ago24:10

24:10

Nandini Mongia is the Group Executive Chair and CEO of Prismic Life, and Mike Thompson is the Managing Director of Warburg Pincus and Head of Capital Solutions for Europe. Nandini has nearly three decades of financial and business experience supporting the insurance and reinsurance industry. Mike has 20 years of private investment experience. Kesha…

1
Global Pushback on Tariffs + Can the FTC Beat Meta? 1:06:20

3M ago1:06:20

1:06:20

Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on chip exports, and Jerome Powell’s comments on tariffs. Then, they unpack how other nations are pushing back against the tariffs, highlighting Trump’s key strategic missteps—including his underestimation of global rivals. Finally, they dissect the key mom…

1
Breaking Down Warning Signals from the Bond Market — ft. William Cohan 1:00:05

3M ago1:00:05

1:00:05

Vote for Prof G Markets at the Webby Awards Scott and Ed discuss how the markets reacted to Trump’s tariff exemption on smartphones and computers, the dollar falling to a three-year low, and first quarter bank earnings. Then William Cohan, New York Times bestselling author and founding partner of Puck, joins the show to unpack the latest developmen…

1
NAV Loans Under the Microscope w/ 17Capital’s Pierre-Antoine de Selancy 21:08

3M ago21:08

21:08

We ask a leading provider of NAV loans about the enthusiasm and the skepticism around a growing trend.By Bain & Company

1
What to Do in the Wake of Trump’s Tariff Pause 1:02:57

3M ago1:02:57

1:02:57

Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tariff pause and the broader turmoil with China. They break down what may have just been the greatest day of insider trading in history, assess the damage to American 401Ks, and explore what likely drove Trump to hit pause on the tariffs. Scott also offers…

1
Tariff Chaos & Trading on Inequality — ft. Gary Stevenson 1:14:37

3M ago1:14:37

1:14:37

Scott and Ed dive in and break down the massive volatility in the markets this week due to Trump’s tariffs. Then Gary Stevenson, host of the Youtube channel Gary’s Economics, joins the show to break down the roots of wealth inequality. He explains what he learned from the 2008 financial crisis, offers ideas for what could help bring back a strong m…