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21 min
Macro WELLSaid Podcast Inflation Elections Interest rates Podcast Institutional Program Geopolitics Fiscal policy
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Trump 2.0: US election market impacts

In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.

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Michael Medeiros
Michael Medeiros, CFA
Juhi Dhawan
Juhi Dhawan, PhD
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21 min
Podcast
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Podcast
Liquid alternatives & hedge funds Venture capital Institutional Program Private company management ESG Private investing Private portfolio companies Late stage Private investments Podcast Value creation Private companies Private equity
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

WellSaid: Partnering with portfolio companies

Co-head of private investing Michael Carmen explores how we partner with portfolio companies to help them along the "last mile from the private market to the public market" including on key ESG issues for private companies to consider.

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Michael Carmen
Michael Carmen, CFA
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Podcast
2024-07-24
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