Private Equity's Resilience and Q2 2025 Economic Trends

Private Equity's Resilience and Q2 2025 Econo...

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Private Equity Judgment, Resilience, and the Art of Business Building

Geoff Faux, Partner at Clearview Capital, shares the principles that shape his approach to private equity investing, from evaluating management teams and industry dynamics to navigating adversity when deals go sideways. He reflects on lessons forged through competitive athletics, ...  Show more

Private Equity Leaders' Best Business Books of 2025

Sean Mooney curates the 2025 reading list recommended by private equity investors, operating partners, and portfolio company CEOs featured on Karma School of Business this year. The episode spans business strategy, capital allocation, leadership, happiness, mindset, and life desi ...  Show more

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Markets Spin Toward Cyclicals
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A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.


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Welcome to Thoughts on the Market. I'm Mike Wilson, ...

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