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Secondaries Investor’s Second Thoughts podcast focuses exclusively on private markets’ burgeoning secondaries market, which is offering liquidity to its underlying illiquid asset classes. Hear analysis from Secondaries Investor’s global team of journalists and interviews with the market’s most influential players and rising stars discussing the dynamics shaping this ever-evolving area.
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Second Thoughts with Dr. Roger Hall Join Dr. Roger Hall, a seasoned business psychologist, as he delves into the intricacies of leadership, productivity, and personal development. Each episode offers actionable insights and real-world strategies to help you excel in both your professional and personal life. What to Expect: In-depth discussions on effective leadership techniques. Proven methods to boost productivity and maintain focus. Personal development tips to enhance your well-being. Q&A ...
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Can a cat be both alive and dead? Can a computer think? How does a tortoise beat Achilles in a race? Voiced by comedian David Mitchell, these fast-paced animations explain six famous thought experiments, from the ancient Greeks to Albert Einstein, that have changed the way we see the world. Subjects as vast as time travel, infinity, quantum mechanics and artificial intelligence, are squeezed into 60-second clips that will tickle your funny bone and blow your mind.
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Topics: Matt steps outside in sweatpants (joggers) for the first time? New shitter? Black Friday - anything you’re looking for? Gaming News: New Xbox marketing - This is an Xbox - https://www.theverge.com/2024/11/14/24296420/microsoft-this-is-an-xbox-marketing-campaign-xbox-everywhere Phil’s interview with Bloomberg: They’re planning a handheld but…
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Texas Longhorns beat writer Danny Davis joins columnist Cedric Golden on this week’s On Second Thought podcast to break down Texas’ Senior Day matchup with Kentucky and highlights which veterans have made the most important on a banner football season. Also, Ced uncovers the rubble from the Dallas Cowboys’ 37-10 loss to the Houston Texans and the u…
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Cut Flower Society is a thought-provoking exploration of the ideas that shape our world. What happens when societies sever themselves from their foundational beliefs? Is morality timeless, or simply a product of cultural consensus? Join us as we dive into history, philosophy, and modern-day dilemmas, drawing on examples like the French Revolution, …
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The lack of human capital has become one of the biggest challenges in the secondaries industry – a situation that could change as the sector gains appeal among young professionals. In this episode of Secondaries Investor's Second Thoughts podcast, we're joined by three young achievers who made it on the NextGen Leaders of Secondaries: Class of 2024…
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What impact does religion have on society, culture, and even revolutions? This episode explores the civilizing influence of religion through history—from the Protestant push to abolish slavery to the unique concept of grace in Christianity. We also examine the evolution of religions from the Indian subcontinent, the Fertile Crescent, and beyond, re…
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Topics: Mike’s new gadgets: Hair trimmer and Kindle World Series was surprising The NFL product is so bad these days; 15 teams with losing records, annually 10-12 teams have losing records. Wonder why I watch it weekly. Games: Fo76, RDR, Fortnite, Stellar Blade, Astro Bot, Diablo IV: Vessel of Hatred, Ratchet & Clank: Rift Apart, CoD campaign. Gami…
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Texas debuted at No. 5 in the first expanded College Football Playoff rankings. Longhorn legend/podcast host Rod Babers joins Cedric Golden on the On Thought podcast to discuss the upcoming matchup with Florida, the struggles of the offensive line and which team he believes to be the most vulnerable in the top five. Babers also hits on the Dallas C…
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Second Thoughts host Madeleine Farman and America's correspondent Hannah Zhang sit down to discuss the latest volume, fundraising and performance data coming through on the secondaries market and talk through the spaces to watch as activity surges towards the end of the year.על ידי PEI Group
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Topics: End of October means Mikes birthday World Series, Dodgers and Yankees Fall weather winter coming looking for wood Outhouse update Gaming News: Black Ops 6 Has a Premium Sound Option https://www.gamespot.com/articles/black-ops-6-has-an-option-to-pay-for-better-audio/1100-6527328/ Xbox Cloud Gaming will reportedly let players stream any game …
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College football Hall of Famer Derrick Johnson joins Cedric Golden for the On Second Thought podcast to examine the fallout from Texas’ loss to Georgia. The Longhorn legend also want to assure fans the Horns will be fine entering Saturday’s road test against Vanderbilt. Also, Texas A&M beat writer Tony Catalina breaks down the No. 14 Aggies’ bigges…
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Do you work collaboratively with potential partners to help shape a deal, or do you have a set notion of what type of transaction you want to be a part of from the outset? Is EQ as important to you as IQ? How big a role does ego play in preventing deals from being consummated? In part two of our discussion with AlpInvest Partners managing director …
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The host of the SEC Network's wildly popular Paul Finebaum Show joins columnist Cedric Golden on this week's On Second Thought podcast to break down top-ranked Texas' showdown with No. 4 Georgia on this week's On Second Thought podcast. They answer if Steve Sarkisian and the Horns are as large of a long-term threat to Georgia's recent dominance as …
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Topics: Farm/Outhouse Mike and the Horses Letters from Cincinnati Sports Gaming News: Nintendo is making an alarm clock https://www.theverge.com/2024/10/9/24265984/nintendo-alarmo-alarm-clock-date-price Red Dead Redemption and Undead DLC headed to PC https://www.rockstargames.com/newswire/article/o3314a19koo147/red-dead-redemption-and-undead-nightm…
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Between them, longtime sports columnists Cedric Golden (Statesman), Kirk Bohls (Houston Chronicle), Jenni Carlson (Oklahoman) and Berry Tramel (Tulsa World) have seen over 100 Texas-Oklahoma games. They get together on this week’s On Second Thought podcast to break down Saturday’s matchup and share their favorite memories from the always entertaini…
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A secondaries buyer, adviser and lawyer walk into a room. This isn't the start of a bad joke – it's the culmination of an idea Secondaries Investor had after moderating a panel at an alternatives conference with AlpInvest Partners managing director Louis Choy, PJT Partners' European head of private capital solutions Johanna Lottmann and law firm St…
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While many private markets firms are working to leverage generative AI, secondaries investment firm Clipway has put the technology front and centre of its strategy. The London-headquartered firm counts secondaries veterans Ingmar Vallano, Vincent Gombault and Benoît Verbrugghe and others among its senior investment team. All worked at secondaries g…
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The Texas Longhorns are on a bye week but the On Second Thought podcast keeps rolling. Host Cedric Golden visits with the three newest writers on the staff. Longhorn Insider David Eckert and trending reporter Caleb Yum pick their MVPs on each side of the ball through this 5-0 start and look ahead to the Oct. 12 showdown with Oklahoma. Texas A&M rep…
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This episode first aired on September 5, 2024 The top 50 secondaries investors globally raised $473.8 billion in the five years to the end of 2023, according to this year’s SI 50. That’s a 9 percent increase on last year’s ranking, when $434.5 billion was recorded across a longer counting period of five-and-a-half years. Ardian took the top spot, r…
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This episode first aired on September 23, 2024 and is sponsored by Kirkland & Ellis, LGT Capital Partners and TPG NewQuest The Asia-Pacific secondaries market is one of the most fascinating corners of the global secondaries landscape. This region typically never accounts for more than single-digit figures in terms of global deal volume share – yet …
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This episode originally aired on July 8, 2024 and is sponsored by UBS Asset Management and Proskauer Rose The global secondaries market has grown from roughly $47 billion in 2014 to more than $100 billion today. In Europe, fragmentation has led to some significant regional differences. However, it is also clear that many of the trends and dynamics …
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This episode first aired on June 3, 2024 The private equity industry has been pushing for more gender equality among GPs, LPs and intermediaries over the past decade, and the trend is now taking hold in the secondaries market, where diversity issues have historically received less attention. In recent years, women across secondaries have been advoc…
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This episode first aired on May 29, 2024 Specialised secondaries strategies are becoming an increasingly important part of the market. According to data complied by Secondaries Investor, 85 percent of the capital raised by secondaries funds in final closes last year was for private equity strategies; the remainder of this was for non-PE strategies,…
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This episode first aired on May 22, 2024 Post-global financial crisis, many institutional investors were forced sellers, offloading private markets exposure at hefty discounts. More than a decade on, these same institutional investors have become repeat sellers on the secondaries market, using the tool as a way to proactively manage their portfolio…
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This episode first aired on May 13, 2024 The US Securities and Exchange Commission’s recently passed rules relating to the GP-led secondaries market have put these deals squarely on LPs’ radars. “[These rules] raise the visibility of GP-led transactions to LPs and they signal how important and risky those transactions might be,” Igor Rozenblit – ma…
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This episode first aired on May 7, 2024 and is sponsored by Ares Management, Dawson Partners and Proskauer Rose The North American secondaries market remains the deepest and most active area for secondaries trading of all the global regions. Around $114 billion-worth of alternatives exposure changed hands last year and North America accounted for a…
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This episode first aired on April 29, 2024 Single-asset continuation funds have surged in popularity in recent years. While the technology isn't new, it took persistence from secondaries market advisers to show both private equity managers and buyers that vehicles associated with the moniker 'zombie funds' could be used to keep hold of star-perform…
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This episode first aired on April 22, 2024 What's in a name? The process of moving an asset or assets from an existing private markets fund into a separate structure has been happening for some time now – some say as early as 2006 and possibly even prior to that. The so-called 'continuation fund' market was worth around $40 billion last year, accor…
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This episode originally aired on April 15, 2024 A decade ago, in the aftermath of the global financial crisis, anxiety around unknowns was still rippling through financial markets, including within secondaries. Similarly, there was a great deal of concern around the Volcker Rule that came into effect in 2014, which essentially prohibited banks from…
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This episode originally aired on March 26, 2024 In this episode, Secondaries Investor's Madeleine Farman, Adam Le and Hannah Zhang cut through the headline figures in 2023's advisory reports to break down geographic trends and key themes in the market. Total deal volume sat somewhere in the region of $109 billion to $115 billion in 2023 with LP-led…
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This episode originally aired on January 2, 2024 In this episode, Ardian's co-head of secondaries and primaries Vladimir Colas makes a bold prediction for the secondaries market: the first private equity fundraise to breach the $30 billion mark will be a secondaries vehicle. LP portfolios being brought to market are only growing in size, and if the…
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This episode originally aired on November 1, 2023 Secondaries funds investing in private equity opportunities that held their final close between January and the end of September raised $67.69 billion – a 168 percent jump on the same period last year and 46 percent more than the previous record of $46.44 billion raised in Q1-Q3 2020. In this episod…
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This episode originally aired on September 1, 2023 In this episode, the spotlight is on our yearly ranking of the top secondaries firms globally. Blackstone Strategic Partners has topped this year's SI 50 ranking published by Secondaries Investor and Private Equity International, raising $51.3 billion across funds that closed between 1 January 2018…
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Secondaries Investor's Second Thoughts podcast focuses exclusively on private markets' burgeoning secondaries market, which is offering liquidity to its underlying illiquid asset classes. Hear analysis from Secondaries Investor's global team of journalists and interviews with the market's most influential players and rising stars discussing the dyn…
  continue reading
 
Topics: Mattober Do kids belong in breweries? PS5 Pro went on sale PS5 Pro enhanced games 30th anniversary limited edition PlayStation State of Play Assassin's Creed Shadows delayed Contact On Second Thought with Mike & Matt If you'd like to contact the show, relevant links are below! Twitter - OSTWMM Email - OSTWMM@gmail.com Discord - OnSecondThou…
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Will the Texas Longhorns start redshirt freshman quarterback Arch Manning for a second straight week or will Quinn Ewers return to action? Statesman columnist Cedric Golden examines the decision facing coach Steve Sarkisian entering Saturday’s SEC opener against Mississippi State. Clarion-Ledger writer Sam Sklar stops by to give a temperature on wh…
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Texas football color analyst Will Matthews joins columnist Cedric Golden this week on the On Second Thought podcast to discuss the Texas quarterback storyline now that Quinn Ewers is injured and Arch Manning is possibly making his first career start against Louisiana-Monroe Saturday. Matthews, who played fullback for the Texas team that won the 200…
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Topics: Anxiety Mike left the house, twice How quickly would your spouse sell you out? Tacos? PS5 Pro announcement Xbox layoffs PS5 system update Steam Families Xbox brings back Friend Requests Contact On Second Thought with Mike & Matt If you'd like to contact the show, relevant links are below! Twitter - OSTWMM Email - OSTWMM@gmail.com Discord - …
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After Texas’ resounding 31-12 road win at No. 9 Michigan, the Longhorns are trending like a national championship contender early in the season. With Texas returning home for a date with UTSA, Longhorn legend Alex Okafor joins columnist Cedric Golden for Episode 343 of the On Second Thought podcast and discusses why the Horns are off to such a fast…
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Dusty Mangum’s 37-yard field goal at the final gun delivered Texas a 38-37 win over Michigan in the 2005 Rose Bowl. Twenty seasons later, Mangum and former college teammates Derrick Johnson and Justin Blalock join host Cedric Golden on the On Second Thought podcast and revisit the greatest kick in program history. They also discuss their impression…
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Topics: With Rumors about the PS5 Pro and potentially a change in strategy from Xbox, what would it take to get Matt back into console gaming? Question from Al: "Would love to hear ya boys thoughts on Gamescom ! Anything there get ya pumped? Is anyone as excited for Star Trucker as me? That looks amazing Lifewise this is one of my favorite times of…
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The On Second Thought podcast is back and Statesman sports columnist Cedric Golden teams up this week with Texas beat writers Danny Davis and Thomas Jones to get their biggest moments from the preseason and examining the matchups that should most concern the Longhorns in their season in the SEC. Ced also breaks down the schedule game for game and r…
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Topics: Mike's trip to TN Fallout 76 - Mile Post Zero date announced at QuakeCon Disney wants NYU doctor allergy death suit tossed because of widower’s Disney+ subscription https://nypost.com/2024/08/13/us-news/disney-wants-allergy-death-suit-tossed-because-of-disney-subscription/ Ibrahim Al-Nasser from Saudi Arabia has connected 444 different game…
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Is your diet affecting more than your waistline? In this episode, we explore how what you eat shapes your brain health, mood, and overall mental performance. Discover why the Standard American Diet (ironically called the SAD diet) is making us feel worse despite filling us up, and how eating the right foods can improve focus, fight depression, and …
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Sports aren’t just for entertainment—they shape culture, community, and even mental health. In this episode, we explore how physical activity does more than boost endorphins; it can heal the brain, alleviate depression, and build resilience. From the scholar-athlete ideal to the unifying power of cheering for a team, sports offer benefits beyond th…
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Topics: Matt’s farm adventures Olympics / Will Matt make an appearance in Summer Olympics in 2028 Fallout 76 stuff Mike continues to have No Man’s Sky envy https://www.ign.com/videos/sean-murray-explains-no-mans-sky-worlds-part-1 Halo TV show canceled https://www.theverge.com/2024/7/19/24201551/halo-paramount-plus-canceled The FTC has blasted Micro…
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Social media was supposed to connect us, but has it done more harm than good? This episode breaks down how endless scrolling and highlight reels lead to anxiety, social comparison, and even physical illness. We explore how our brains react to constant comparison with the "perfect" lives of others and why it makes us feel inadequate. But it doesn’t …
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Why do people struggle so much with admitting they’re wrong? This episode dives into the psychology of belief, cognitive dissonance, and the power of rhetoric in shaping our minds—and sometimes leading to dangerous outcomes. From impulsive and obsessive violence to the biases that keep us stuck in echo chambers, we explore how worldviews form, chan…
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