Coverage
Private Equity
What dealmakers, operators, and allocators are saying on the shows they actually listen to. Sentiment and coverage from the private equity conversation.
Refreshed nightly · readings through August 5, 2026
What the Private Equity conversation reads like
Sentiment across the five topics we score, measured only on private equity shows. Trailing 30 days against the same window a quarter ago; thin cuts fall back to a 90-day read.
Future Outlook
80.0
Economy
47.5
Industry Forecast
63.8
AI
60.0
Innovation
78.8
Future Outlook
12-mo avg 82.6 · points from average
Economy
12-mo avg 43.5 · points from average
Industry Forecast
12-mo avg 66.4 · points from average
AI
12-mo avg 60.4 · points from average
Innovation
12-mo avg 76.2 · points from average
Each topic against its own 12-month average (the zero line), within private equity shows only. Above means the conversation is running hotter than normal for that topic; below, cooler.
Latest in Private Equity
newest across the tracked shows
Aug 4, 2026
Trevor Nix on Growing Multi-Gen Family Garage Business in Portland - EP.283
Trevor Nix, third-generation owner of All About Garage Doors in Portland, discusses building and sustaining a multi-generational family business spanning nearly four decades. The conversation covers his grandfather's near-exit after year one (prevented by his grandmother's encouragement), the company's three name changes and strategic 2024 rebrand, and the evolution of operations through technology adoption across three generations. Trevor emphasizes employee investment, training philosophy, company culture through sponsored events, and the challenge of balancing growth with operational efficiency in a fragmented, unlicensed industry.
Aug 4, 2026
PEI's Data Dive: The changing shape of private equity's biggest allocators
This Data Dive episode analyzes PEI's Global Investor 150 ranking, which tracks the world's largest private equity institutional investors based on fair market value of PE portfolios. Senior reporters Carmela Mendoza and Katrina Lau, joined by host Evie Rusman, explore how the top 150 LPs allocated $2.88 trillion to private equity in 2025—up 8.7% year-over-year—despite a challenging fundraising and exit environment. The discussion reveals key trends including the rise of mid-market strategies, adoption of total portfolio approaches, the growing influence of Asian sovereign wealth funds, and the widening gap between mega-allocators and smaller institutional investors.
Aug 3, 2026
Interdisciplinary Skills: Decision-Making – Annie Duke (2022)
Annie Duke, former world-class poker player and decision-making expert, discusses her book Quit, which challenges the cultural valorization of grit by arguing that knowing when to quit is as important as perseverance. Duke explores the behavioral biases and cognitive obstacles that prevent effective quitting, illustrating her thesis through the 1996 Mount Everest disaster and examples from venture capital, entrepreneurship, and personal decision-making. She emphasizes that grit and quitting are the same decision made in different contexts, and that the skill lies in distinguishing when each is appropriate.
Aug 3, 2026
Interdisciplinary Skills: Decision-Making – Annie Duke (2018)
Annie Duke, former world-class poker player and decision science expert, discusses how poker players' explicit understanding of decision-making under uncertainty can improve investing and professional decision-making. Duke explores behavioral biases like confirmation bias and motivated reasoning, introduces the framework of "thinking in bets" to combat these biases, and shares practical tools for better calibration of beliefs and probabilistic thinking drawn from her books Thinking in Bets, How to Decide, and Quit.
Jul 30, 2026
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley, discusses her 26-year career at the firm overseeing 300 investment professionals across 13 countries managing $800 billion in real estate, infrastructure, equity, and credit. The conversation covers her evolution from investment banking analyst to global leader, Morgan Stanley's thematic approach to real assets investing, portfolio construction focused on structural demand tailwinds, and key investment themes including industrial real estate, senior housing, net lease properties, and infrastructure.
Jul 29, 2026
PE GUY Meets an Actual PE Guy
Johnny, creator of the viral satirical Instagram character "PE Guy," sits down for an in-depth conversation about his content, which uses a Snapchat filter to satirize private equity professionals and wealthy suburban culture. The discussion covers his origins in Winnetka, Illinois, how he built a following from 5,000 to 370,000+ followers in a year, and the deeper themes behind the comedy—exposing lack of self-awareness and performative wealth rather than simply mocking rich people. Johnny explains his catchphrases ("decent," "substantial," "due to my role"), his merchandise business, and the surreal experience of appearing on Fox News live.
The Private Equity roster
6 shows
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