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Listen to Season 3 of the ‘In Visible Capital’ podcast

Trillions of dollars flow into the private markets every year, and that capital shapes how we all experience and interact with the world around us—whether we know it or not.

Trillions of dollars flow into the private markets every year, and that capital shapes how we all experience and interact with the world around us—whether we know it or not. From how our foods are produced, prepared and delivered to how we navigate cities, check out at the corner store, and seek and receive medical care, this dynamic asset class can no longer be considered fringe. PitchBook’s “In Visible Capital” podcast looks at this once-opaque asset class through timely reporting and in-depth analysis.

Subscribe to get new episodes of “In Visible Capital” every Tuesday on Apple Podcasts, Spotify, Google Podcasts or wherever you listen. For inquiries, please contact us at [email protected].

Season 3 Episodes and Transcripts

Ep. 1 - Private equity’s fast rebound, rising valuations and surging SPACs
To kick off Season 3 of “In Visible Capital,” private equity reporter Adam Lewis takes a closer look at the state of private equity. Topics include PitchBook analysts forecasting SPAC deal activity, discussing the possibility of government regulation for the asset class, predicting private equity fundraising in the near-term, and connecting why corporate carveouts continue to be a reliable investment strategy for investors and a needed source of cash for companies trying to shore up their balance sheets in the wake of the worst of the COVID-19 pandemic.

Ep. 2 - VC’s resurgence, the IPO boom and what’s in store for 2021
With one year of the pandemic behind us, Alexander Davis sizes up the venture capital market by looking at how dealmaking not only adapted, but roared back to life in terms of capital deployment, VC capital formation and exits and a banner year for initial public offerings by some of the biggest names in the business. Listen in as PitchBook analysts Cameron Stanfill and Joshua Chao share key findings from the Q4 2020 PitchBook-NVCA Venture Monitor report, and the outlook for what’s shaping 2021. We also feature guest commentary from Susan Winter and Devika Patil, both of Silicon Valley Bank, on what the recent data is telling us about the direction of the VC market.

Ep. 3 - The evolution of GP stakes
In this episode—sponsored by Ansarada—host Adam Lewis takes a closer look at GP stakes investing, which has become an increasingly popular strategy for private equity firms over the past few years but still remains in its infancy. Topics covered include a brief look back at the history of GP stakes deals, how the space has progressed over the past decade-plus, and how the future will increasingly focus on the middle market and opportunities outside the United States.

Ep. 4 - The Biden administration’s impact on the private markets
With President Joe Biden nearing his 100th day in office, his administration’s economic policies have begun to take shape. Hosts Adam Lewis and Alexander Davis take a closer look at what Biden’s plans could mean for the private equity and venture capital world, including changes to tax policy, how his infrastructure plan could impact investors, the renewed push for financial regulation and a possible clampdown on the world’s tech giants.

Ep. 5 - How the startup ecosystem has fared in the pandemic
More than a year after Sequoia issued its “Black Swan” letter, the US startup ecosystem has rebounded, with VC exit value, deal value and fundraising setting records last year. PitchBook venture capital reporter James Thorne joins for this episode—sponsored by Ansarada—to discuss the lasting impact the pandemic had on the startup world, including the rise in valuations for fintech companies, the surge in VC investments in cryptocurrencies, the shift to remote work and his thoughts on TCV vice president Rohit Iragavarapu’s breakdown of recent trends within the startup world during a PitchBook-hosted webinar.

Ep. 6 - Autonomous finance’s obstacles and opportunities
Autonomous finance uses AI to make financial decisions on behalf of consumers without the need for direct human input. The service has become especially relevant over the last year as consumers have struggled to maintain financial health during the COVID-19 pandemic. In this episode, Paul Condra, head of emerging technology research, and Robert Le, senior emerging tech analyst, discuss how autonomous finance helps consumers better manage their financial health and performance, as well as the challenges for the technology—including computing costs, consumer trust, regulations and transaction categorization.

Ep. 7 - Emerging technologies from real estate to air taxis
Record-breaking VC activity over the past year has fueled innovation within emerging technologies. In this episode, sponsored by Ansarada, we take a look at where we live, how we work and how we might move between those locations by exploring electric vehicles, air taxis and real estate technology with PitchBook senior analyst Asad Hussain and quantitative research analyst Zane Carmean.

Ep. 8 - Private equity’s sports play
Headlined by Arctos Sports Partners acquiring a 5% stake in the Golden State Warriors in April, private equity has pushed further into the sports investing space over the past few years. PitchBook analyst Wylie Fernyhough joins the “In Visible Capital” podcast to discuss his recent analyst note about what’s driving the trend, including less restrictive ownership rules within leagues, skyrocketing valuations, the chance for new investors to achieve lofty returns and the clout that comes with owning some of the most scarce, high-profile assets available. Listen now wherever you get your podcasts.

Click here for Season 1
Click here for Season 2
Click here for Season 4

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