Dry Powder: The Private Equity Podcast

Dry Powder: The Private Equity Podcast

Release Date

All Episodes

Spotting the Downturn Early and Coming Out Ahead w/ Gryphon's David Andrews

We ask the co-CEO of Gryphon Investors how he foresaw one of the harshest cycles in the industry’s history and when he thinks it may finally break. 

What Kind of AI Cycle Are We Actually In?

The question for investors is not whether AI will boom or bust, but who may be unwittingly subsidizing the buildout. 

Macro Update: What Could Derail 2026?

Bain’s leading macroeconomic expert examines the cracks beneath the surface of the US market and how investors should prepare for post-globalization realities. 

Nothing Is Fundamentally Broken … Yet Again

If you follow me on LinkedIn, you’ve probably seen some of my weekly musings on the state of the private equity industry. One post from earlier this year struck a particular nerve. Titled “It’s Time to Clean Out the PE Attic,” it began with this observation: “There’s a musty corn ...  Show more

Yards After the Catch w/ TA’s Hythem El-Nazer

In part two of our interview series, we explore how TA hits the ground running on value creation.