Dry Powder: The Private Equity Podcast

Dry Powder: The Private Equity Podcast

Hugh MacArthur, Chairman of Bain & Company's Global Private Equity practice, interviews leading experts on the trends and opportunities that will redefine the private equity industry.

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Episoder(161)

Infrastructure's Next Frontiers w/ Stonepeak’s Michael Dorrell

Infrastructure's Next Frontiers w/ Stonepeak’s Michael Dorrell

In part two of our infrastructure series, the Stonepeak CEO explains how he’s zeroing in on investment opportunities across the energy sector and why logistics infrastructure could see surging demand ...

24 Mar 15min

Mastering the Infrastructure Cycle w/ Stonepeak’s Michael Dorrell

Mastering the Infrastructure Cycle w/ Stonepeak’s Michael Dorrell

We ask a pioneer of modern infrastructure how to invest across booms, busts, and technological revolutions.

10 Mar 23min

Dry Powder: Live from NEXUS 2026

Dry Powder: Live from NEXUS 2026

Jennifer Choi, CEO of ILPA, joins us for a wide-ranging conversation on the current mood among LPs, the mainstreaming of continuation vehicles, and the accelerating race to retail capital.

25 Feb 28min

Bain & Company’s Global Private Equity Report 2026: Executive Summary

Bain & Company’s Global Private Equity Report 2026: Executive Summary

A glance at the top-line numbers would suggest the industry is gaining traction, but is it? Read the full 2026 Global Private Equity Report, here. Register for our webinar on March 5, here.

23 Feb 16min

Megafund Capabilities on a Mid-market Budget w/ Gryphon's David Andrews

Megafund Capabilities on a Mid-market Budget w/ Gryphon's David Andrews

In part two of our interview with Gryphon’s co-CEO, we discover why his $11 billion firm built a 40-person ops team—something most middle-market firms wouldn’t even contemplate.

17 Feb 11min

Spotting the Downturn Early and Coming Out Ahead w/ Gryphon's David Andrews

Spotting the Downturn Early and Coming Out Ahead w/ Gryphon's David Andrews

We ask the co-CEO of Gryphon Investors how he foresaw one of the harshest cycles in the industry’s history and when he thinks it may finally break.

3 Feb 14min

What Kind of AI Cycle Are We Actually In?

What Kind of AI Cycle Are We Actually In?

The question for investors is not whether AI will boom or bust, but who may be unwittingly subsidizing the buildout.

20 Jan 13min

Macro Update: What Could Derail 2026?

Macro Update: What Could Derail 2026?

Bain’s leading macroeconomic expert examines the cracks beneath the surface of the US market and how investors should prepare for post-globalization realities.

13 Jan 22min

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