Carlyle Co-CEO Sees Private Debt Growth at Twice the Rate of Equity

The transcript discusses the positive outlook of investors due to strong returns and a robust US economy, while also addressing concerns about the sustainability of these trends. It highlights the growing role of private capital over public capital, emphasizing the advantages of private equity. Challenges in maintaining high returns are noted, with a focus on growth strategies. The transcript also covers the strategy of carveouts and insights from CEOs on economic conditions, including global economic concerns and trade tensions.

What were the investors' general feelings about the returns in the industry?

What concerns were raised regarding the sustainability of the global economy?

How is private equity perceived in relation to public companies?

What strategies are suggested for driving value in equity?

How does the role of private equity evolve according to the speaker?

What challenges do CEOs face regarding input prices and consumer pricing?

What is the significance of trade tensions according to the discussion?