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. Hear from GPs, LPs, and experts shaping the future – from thematic investing to tech-driven deal flow. Quick, smart, and always on the edge.
In this special episode of Balentic Edge, Kasper Wichmann is joined by Alex, Balentic’s in-house private markets expert, to unpack what leading 2026 outlooks are really telling us.
They explore liquidity as a strategic constraint, the rise of operational value creation, growing dispersion between managers, and why AI’s real opportunity lies in infrastructure rather than software narratives.
A must-listen for LPs, GPs, and allocators preparing for a structurally different private markets environment.
Disclaimer:
The views are those of the host and guests and are provided for informational purposes only. They do not represent the views of any employer or affiliated entity. Nothing herein constitutes investment, legal, tax, or business advice, or an offer, solicitation, or recommendation to buy or sell any security. References to funds or companies are illustrative only. Please consult your own advisers before making decisions.
Disclaimer
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