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 July 27, 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
75.0
Economy
41.2
Industry Forecast
63.2
AI
54.4
Innovation
79.4
Future Outlook
12-mo avg 82.3 · points from average
Economy
12-mo avg 43.2 · points from average
Industry Forecast
12-mo avg 66.6 · points from average
AI
12-mo avg 60.0 · 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
Jul 22, 2026
From Sales Rep to $4B GTM Leader: The Playbook for Building Sales Teams (w/ Sam Levy of NetSuite)
Sam Levy, Head of Go-to-Market Strategy and Execution at NetSuite (Oracle), shares his 30-year career journey from college telemarketer to $4B GTM leader. The episode traces his path through five major enterprise software companies (Dataworks, Kana, Epicore, Infor, NetSuite), covering the evolution of sales roles, the shift from hustle-driven early-stage chaos to data-driven cadence at scale, and leadership principles for different career stages. Levy emphasizes the importance of mentorship, community, and conversation over email, while predicting that future CEOs will increasingly come from sales and marketing backgrounds rather than engineering.
Jul 22, 2026
Himalayan Heights w/ CVC's Rob Lucas
Rob Lucas, CEO of CVC, discusses the firm's distinctive approach to private equity investing, drawing parallels between mountaineering (he has climbed the 7 summits and K2) and deal-making. The episode covers CVC's localized, relationship-driven sourcing strategy, long-hold strategic opportunities investing, and its unique deal-team carry structure that aligns executives with portfolio company performance.
Jul 20, 2026
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
Luis Laboy, Director of Public Equities at the Hewlett Foundation, discusses his 10-year tenure managing the foundation's $14 billion public equity portfolio alongside CIO Anna Marshall. The conversation explores his journey from emerging markets investor at Everest Capital to institutional LP, examining how his experience across asset classes, portfolio marketing, and direct investing informs his approach to manager selection and portfolio construction in a long-term endowment setting.
Jul 16, 2026
Ep. 137: Jonathon Ferguson, AshGrove Capital | Bespoke Financing and Underwriting B2B Software
Jul 16, 2026
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
Jul 15, 2026
How a Tough PE Market & AI are Changing Exec Search (w/ Nick Cromydas of Hunt Club)
The Private Equity roster
6 shows
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Term-level trends, competitor mentions, and custom segments within the private equity conversation are available as custom research. See the Conversation Index or get in touch.