Balentic Edge
Balentic Edge
Podcast Description
Balentic Edge delivers sharp, no-fluff conversations on private markets in under 15 minutes. Hear from GPs, LPs, and experts shaping the future—from thematic investing to tech-driven deal flow. Quick, smart, and always on the edge.
Podcast Insights
Content Themes
The podcast focuses on key topics within private markets, including thematic investing, technology-driven deal flow, and capital allocation trends. Specific episodes, like the one discussing the impact of energy transition and AI on investment strategies, highlight how demographic shifts influence market dynamics and require adaptability from investors.
Balentic Edge delivers sharp, no-fluff conversations on private markets in under 15 minutes. Hear from GPs, LPs, and experts shaping the future—from thematic investing to tech-driven deal flow. Quick, smart, and always on the edge.
Defence investing has quietly moved from exclusion to opportunity – reshaping private equity, venture capital, infrastructure, and private credit.
In this special solo edition of Balentic Edge, Kasper Wichmann, CEO and founder of Balentic, explores the drivers behind re-emergence of defence investment: shifting geopolitics, rising capital flows, and new technology layers from satellites to cybersecurity.
He unpacks the evolving manager landscape, LP risks and opportunities, ESG considerations, and why private markets, not public equities, are at the forefront of this transformation.
If you’re an LP, GP, or private markets professional, this episode offers a clear framework for approaching defence responsibly while capturing long-term value.
Listen now to understand how to approach defence effectively.
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