Dry Powder: The Private Equity Podcast

Епизоди

• Employee Ownership at Scale w/ KKR's Pete Stavros 01.07.2026 17мин

  In part two of our interview series, Pete Stavros shares how KKR has scaled employee ownership to 85 companies and 200,000 frontline workers — and why it can be a powerful performance lever when done right.
• The Hard Truth About Operational Excellence w/ KKR's Pete Stavros 23.06.2026 26мин

  KKR's Co-Head of Global Private Equity and Partner reveals the rigorous, long-term discipline required to drive real operational improvements.
• Bain's Private Equity Midyear Report 2026: Executive Summary 08.06.2026 12мин

  Private equity is not in a crisis — rather, it's stuck.
• Software as a Coworker w/ Vista's Robert Smith 02.06.2026 33мин

  The CEO of Vista Equity Partners explains what it will take to win the “agentic revolution.”
• Exiting Well in Tough Markets w/ Apollo’s David Sambur 26.05.2026 19мин

  In part two of our interview series, the Co-Head of Private Equity at Apollo shares how they return capital well ahead of schedule and how they’re applying “clean sheet thinking” to AI.
• Buying Well at Scale w/ Apollo’s David Sambur 19.05.2026 23мин

  We ask the Co-Head of Private Equity at Apollo how he scours “less trafficked” parts of the market and how his team spreads ideas across a disparate set of industries, from casinos to airlines to auto-parts.
• New Normal, New Opportunities w/ Triton’s Peder Prahl 21.04.2026 14мин

  In part two of our interview series, we ask the CEO of Triton how higher interest rates, constrained leverage, and rising macro uncertainty are creating fresh opportunities for disciplined investors.
• Buying Before the Theme w/ Triton’s Peder Prahl 07.04.2026 27мин

  We ask the founding CEO of Triton how he invests in areas “before they become themes," and how he has built an organization that is both deeply entrepreneurial and strictly disciplined.
• Infrastructure's Next Frontiers w/ Stonepeak’s Michael Dorrell 24.03.2026 15мин

  In part two of our infrastructure series, the Stonepeak CEO explains how he’s zeroing in on investment opportunities across the energy sector and why logistics infrastructure could see surging demand in an era of deglobalization.
• Mastering the Infrastructure Cycle w/ Stonepeak’s Michael Dorrell 10.03.2026 23мин

  We ask a pioneer of modern infrastructure how to invest across booms, busts, and technological revolutions.
• Dry Powder: Live from NEXUS 2026 25.02.2026 28мин

  Jennifer Choi, CEO of ILPA, joins us for a wide-ranging conversation on the current mood among LPs, the mainstreaming of continuation vehicles, and the accelerating race to retail capital.
• Bain & Company’s Global Private Equity Report 2026: Executive Summary 23.02.2026 16мин

  A glance at the top-line numbers would suggest the industry is gaining traction, but is it?
• Megafund Capabilities on a Mid-market Budget w/ Gryphon's David Andrews 17.02.2026 11мин

  In part two of our interview with Gryphon’s co-CEO, we discover why his $11 billion firm built a 40-person ops team—something most middle-market firms wouldn’t even contemplate.
• Spotting the Downturn Early and Coming Out Ahead w/ Gryphon's David Andrews 03.02.2026 14мин

  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? 20.01.2026 13мин

  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? 13.01.2026 22мин

  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 16.12.2025 5мин

  Host Hugh MacArthur reflects on an emotionally turbulent year, the data underlying the noise, and the potential for a turnaround in 2026.
• Yards After the Catch w/ TA’s Hythem El-Nazer 09.12.2025 13мин

  In part two of our interview series, we explore how TA hits the ground running on value creation.
• Finding a Needle in a Haystack w/ TA’s Hythem El-Nazer 02.12.2025 12мин

  How does TA find the time — and the manpower — to sift through 40,000 companies a year?
• Early Innings w/ Goldman Sachs’ Kristin Olson 11.11.2025 13мин

  In part two of our interview series with Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs, we consider how Goldman Sachs is positioning itself for scale and just how far the industry is from truly democratizing private markets.