Why standard buy-and-build playbooks fail in emerging markets, and how top allocators compete on mindshare rather than check size. Full transcript and sources: https://www.thepodcastsummary.com/carry/2026-08-09/
Why AI is bifurcating industrial rents, the penalty for scaling fund sizes, and the exact reason 90% of M&A deals fail. Full transcript and sources: https://www.thepodcastsummary.com/carry/2026-08-02/
Plus: Why 90% of M&A fails, and how proactive founders use raw transparency to win deals. Full transcript and sources: https://www.thepodcastsummary.com/carry/2026-07-26/
Public buyers are beating private equity by manufacturing their own effective multiples. Full transcript and sources: https://www.thepodcastsummary.com/carry/2026-07-19/
Plus: Why the "widest moat" strategy actually stunts growth, and how venture investors limit adverse selection. Full transcript and sources: https://www.thepodcastsummary.com/carry/2026-07-12/
7 min
About The Carry Brief
From the publisher's feed
The week in private equity, compressed into six minutes. Every Sunday, the Brief reads out the throughline across the top PE podcasts, what the week signals for deals, capital, and the market. Written…
by West Barnwell, read by an AI voice. For deal professionals, operating partners, and LPs. The audio companion to The Carry at thepodcastsummary.com.