Τα καλύτερα Second Thought podcast (2024)

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Golden, TexAgs’ Buchanan, Chronicle’s Bohls give conflicting predictions on Texas-Texas A&M game 35:50

3d ago35:50

35:50

With Texas and Texas A&M preparing to resume their century-old rivalry with an SEC eliminator in College Station Saturday, some former Statesman colleagues reunited on this week’s On Second Thought podcast. Houston Chronicle columnist Kirk Bohls and TexAgs.com columnist Olin Buchanan join Statesman columnist/host Cedric Golden to break down the fir…

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Plowable Event - On Second Thought with Mike & Matt - Ep. 20 1:26:55

6d ago1:26:55

1:26:55

Topics: Matt steps outside in sweatpants (joggers) for the first time? New shitter? Black Friday - anything you’re looking for? Gaming News: New Xbox marketing - This is an Xbox - https://www.theverge.com/2024/11/14/24296420/microsoft-this-is-an-xbox-marketing-campaign-xbox-everywhere Phil’s interview with Bloomberg: They’re planning a handheld but…

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Tail-end secondaries: The $900bn+ opportunity 23:31

1d ago23:31

23:31

The opportunity set for the tail-end secondaries market has grown from $198 billion 10 years ago to $916 billion today, according to estimates from legacy specialist Hollyport Capital. In this episode, John Carter, managing partner and chief executive of Hollyport, and Etienne Deshormes, managing partner and CEO of private markets adviser Elm Capit…

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Cut Flower Society 30:58

9d ago30:58

30:58

Cut Flower Society is a thought-provoking exploration of the ideas that shape our world. What happens when societies sever themselves from their foundational beliefs? Is morality timeless, or simply a product of cultural consensus? Join us as we dive into history, philosophy, and modern-day dilemmas, drawing on examples like the French Revolution, …

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Statesman columnist Cedric Golden and beat writer Danny Davis on why Texas is deserving of No. 2 seed 29:14

9d ago29:14

29:14

Texas Longhorns beat writer Danny Davis joins columnist Cedric Golden on this week’s On Second Thought podcast to break down Texas’ Senior Day matchup with Kentucky and highlights which veterans have made the most important on a banner football season. Also, Ced uncovers the rubble from the Dallas Cowboys’ 37-10 loss to the Houston Texans and the u…

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How Next Gen Leaders see the future of the secondaries market 27:24

16d ago27:24

27:24

The lack of human capital has become one of the biggest challenges in the secondaries industry – a situation that could change as the sector gains appeal among young professionals. In this episode of Secondaries Investor's Second Thoughts podcast, we're joined by three young achievers who made it on the NextGen Leaders of Secondaries: Class of 2024…

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Religion’s Role in Shaping Civilizations and Revolutions 30:52

17d ago30:52

30:52

What impact does religion have on society, culture, and even revolutions? This episode explores the civilizing influence of religion through history—from the Protestant push to abolish slavery to the unique concept of grace in Christianity. We also examine the evolution of religions from the Indian subcontinent, the Fertile Crescent, and beyond, re…

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The Pro Edition - On Second Thought with Mike & Matt - Ep. 19 1:28:43

20d ago1:28:43

1:28:43

Topics: Mike’s new gadgets: Hair trimmer and Kindle World Series was surprising The NFL product is so bad these days; 15 teams with losing records, annually 10-12 teams have losing records. Wonder why I watch it weekly. Games: Fo76, RDR, Fortnite, Stellar Blade, Astro Bot, Diablo IV: Vessel of Hatred, Ratchet & Clank: Rift Apart, CoD campaign. Gami…

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On Second Thought Ep 350: Rod Babers joins On Second Thought to talk Texas-Florida, the CFP, Dallas Cowboys 25:44

23d ago25:44

25:44

Texas debuted at No. 5 in the first expanded College Football Playoff rankings. Longhorn legend/podcast host Rod Babers joins Cedric Golden on the On Thought podcast to discuss the upcoming matchup with Florida, the struggles of the offensive line and which team he believes to be the most vulnerable in the top five. Babers also hits on the Dallas C…

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Secondaries market on track to break records 29:20

29d ago29:20

29:20

Second Thoughts host Madeleine Farman and America's correspondent Hannah Zhang sit down to discuss the latest volume, fundraising and performance data coming through on the secondaries market and talk through the spaces to watch as activity surges towards the end of the year.Από τον PEI Group

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Pretty Little Cheeseburger - On Second Thought with Mike & Matt - Ep. 18 58:11

1M ago58:11

58:11

Topics: End of October means Mikes birthday World Series, Dodgers and Yankees Fall weather winter coming looking for wood Outhouse update Gaming News: Black Ops 6 Has a Premium Sound Option https://www.gamespot.com/articles/black-ops-6-has-an-option-to-pay-for-better-audio/1100-6527328/ Xbox Cloud Gaming will reportedly let players stream any game …

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On Second Thought Ep. 349: UT legend Derrick Johnson on why the Longhorn fan base shouldn’t panic after Georgia loss; Tony Catalina on Texas A&M-LSU clash 35:48

1M ago35:48

35:48

College football Hall of Famer Derrick Johnson joins Cedric Golden for the On Second Thought podcast to examine the fallout from Texas’ loss to Georgia. The Longhorn legend also want to assure fans the Horns will be fine entering Saturday’s road test against Vanderbilt. Also, Texas A&M beat writer Tony Catalina breaks down the No. 14 Aggies’ bigges…

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What are the ingredients for a successful secondaries deal? 20:56

1M ago20:56

20:56

Do you work collaboratively with potential partners to help shape a deal, or do you have a set notion of what type of transaction you want to be a part of from the outset? Is EQ as important to you as IQ? How big a role does ego play in preventing deals from being consummated? In part two of our discussion with AlpInvest Partners managing director …

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On Second Thought Episode 348: Paul Finebaum on Texas-Georgia 32:01

1M ago32:01

32:01

The host of the SEC Network's wildly popular Paul Finebaum Show joins columnist Cedric Golden on this week's On Second Thought podcast to break down top-ranked Texas' showdown with No. 4 Georgia on this week's On Second Thought podcast. They answer if Steve Sarkisian and the Horns are as large of a long-term threat to Georgia's recent dominance as …

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Biblical Proportions - On Second Thought with Mike & Matt - Ep. 17 1:04:16

2M ago1:04:16

1:04:16

Topics: Farm/Outhouse Mike and the Horses Letters from Cincinnati Sports Gaming News: Nintendo is making an alarm clock https://www.theverge.com/2024/10/9/24265984/nintendo-alarmo-alarm-clock-date-price Red Dead Redemption and Undead DLC headed to PC https://www.rockstargames.com/newswire/article/o3314a19koo147/red-dead-redemption-and-undead-nightm…

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Kirk Bohls, Jenni Carlson and Berry Tramel join Ced to preview Texas-Oklahoma 35:56

2M ago35:56

35:56

Between them, longtime sports columnists Cedric Golden (Statesman), Kirk Bohls (Houston Chronicle), Jenni Carlson (Oklahoman) and Berry Tramel (Tulsa World) have seen over 100 Texas-Oklahoma games. They get together on this week’s On Second Thought podcast to break down Saturday’s matchup and share their favorite memories from the always entertaini…

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The 'lead investor' conundrum: a buyer, adviser and lawyer share their thoughts 24:57

2M ago24:57

24:57

A secondaries buyer, adviser and lawyer walk into a room. This isn't the start of a bad joke – it's the culmination of an idea Secondaries Investor had after moderating a panel at an alternatives conference with AlpInvest Partners managing director Louis Choy, PJT Partners' European head of private capital solutions Johanna Lottmann and law firm St…

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Saving time, energy and brainpower: Clipway’s Vallano on AI-driven secondaries 18:43

2M ago18:43

18:43

While many private markets firms are working to leverage generative AI, secondaries investment firm Clipway has put the technology front and centre of its strategy. The London-headquartered firm counts secondaries veterans Ingmar Vallano, Vincent Gombault and Benoît Verbrugghe and others among its senior investment team. All worked at secondaries g…

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Who is the Texas MVP so far in 2024? Aggies face quarterback question vs. Missour 44:44

2M ago44:44

44:44

The Texas Longhorns are on a bye week but the On Second Thought podcast keeps rolling. Host Cedric Golden visits with the three newest writers on the staff. Longhorn Insider David Eckert and trending reporter Caleb Yum pick their MVPs on each side of the ball through this 5-0 start and look ahead to the Oct. 12 showdown with Oklahoma. Texas A&M rep…

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How to get into the SI 50: Inside our latest ranking of the biggest secondaries fundraisers 18:39

2M ago18:39

18:39

This episode first aired on September 5, 2024 The top 50 secondaries investors globally raised $473.8 billion in the five years to the end of 2023, according to this year’s SI 50. That’s a 9 percent increase on last year’s ranking, when $434.5 billion was recorded across a longer counting period of five-and-a-half years. Ardian took the top spot, r…

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SI Decade: is Asia-Pacific the most promising secondaries market? 42:11

2M ago42:11

42:11

This episode first aired on September 23, 2024 and is sponsored by Kirkland & Ellis, LGT Capital Partners and TPG NewQuest The Asia-Pacific secondaries market is one of the most fascinating corners of the global secondaries landscape. This region typically never accounts for more than single-digit figures in terms of global deal volume share – yet …

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SI Decade: Europe’s appeal and the evolution of specialisation 37:52

2M ago37:52

37:52

This episode originally aired on July 8, 2024 and is sponsored by UBS Asset Management and Proskauer Rose The global secondaries market has grown from roughly $47 billion in 2014 to more than $100 billion today. In Europe, fragmentation has led to some significant regional differences. However, it is also clear that many of the trends and dynamics …

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SI Decade: How the secondaries industry can empower women 22:43

2M ago22:43

22:43

This episode first aired on June 3, 2024 The private equity industry has been pushing for more gender equality among GPs, LPs and intermediaries over the past decade, and the trend is now taking hold in the secondaries market, where diversity issues have historically received less attention. In recent years, women across secondaries have been advoc…

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SI Decade: Why specialised secondaries are poised for growth 15:30

2M ago15:30

15:30

This episode first aired on May 29, 2024 Specialised secondaries strategies are becoming an increasingly important part of the market. According to data complied by Secondaries Investor, 85 percent of the capital raised by secondaries funds in final closes last year was for private equity strategies; the remainder of this was for non-PE strategies,…

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SI Decade: The birth of programmatic secondaries sales 29:01

2M ago29:01

29:01

This episode first aired on May 22, 2024 Post-global financial crisis, many institutional investors were forced sellers, offloading private markets exposure at hefty discounts. More than a decade on, these same institutional investors have become repeat sellers on the secondaries market, using the tool as a way to proactively manage their portfolio…

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SI Decade: Inside the biggest regulation changes to secondaries 23:32

2M ago23:32

23:32

This episode first aired on May 13, 2024 The US Securities and Exchange Commission’s recently passed rules relating to the GP-led secondaries market have put these deals squarely on LPs’ radars. “[These rules] raise the visibility of GP-led transactions to LPs and they signal how important and risky those transactions might be,” Igor Rozenblit – ma…

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SI Decade: Will the North American market’s dominance continue? 49:01

2M ago49:01

49:01

This episode first aired on May 7, 2024 and is sponsored by Ares Management, Dawson Partners and Proskauer Rose The North American secondaries market remains the deepest and most active area for secondaries trading of all the global regions. Around $114 billion-worth of alternatives exposure changed hands last year and North America accounted for a…

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SI Decade: From frustration to longer holds with single-asset continuation vehicles 24:49

2M ago24:49

24:49

This episode first aired on April 29, 2024 Single-asset continuation funds have surged in popularity in recent years. While the technology isn't new, it took persistence from secondaries market advisers to show both private equity managers and buyers that vehicles associated with the moniker 'zombie funds' could be used to keep hold of star-perform…

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SI Decade: Zombie funds to continuation vehicles 21:06

2M ago21:06

21:06

This episode first aired on April 22, 2024 What's in a name? The process of moving an asset or assets from an existing private markets fund into a separate structure has been happening for some time now – some say as early as 2006 and possibly even prior to that. The so-called 'continuation fund' market was worth around $40 billion last year, accor…

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SI Decade: From financial crisis to secondaries sales 21:50

2M ago21:50

21:50

This episode originally aired on April 15, 2024 A decade ago, in the aftermath of the global financial crisis, anxiety around unknowns was still rippling through financial markets, including within secondaries. Similarly, there was a great deal of concern around the Volcker Rule that came into effect in 2014, which essentially prohibited banks from…

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The figures behind secondaries' second record year 24:48

2M ago24:48

24:48

This episode originally aired on March 26, 2024 In this episode, Secondaries Investor's Madeleine Farman, Adam Le and Hannah Zhang cut through the headline figures in 2023's advisory reports to break down geographic trends and key themes in the market. Total deal volume sat somewhere in the region of $109 billion to $115 billion in 2023 with LP-led…

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Ardian’s Colas on the potential for secondaries growth in 2024 8:36

2M ago8:36

8:36

This episode originally aired on January 2, 2024 In this episode, Ardian's co-head of secondaries and primaries Vladimir Colas makes a bold prediction for the secondaries market: the first private equity fundraise to breach the $30 billion mark will be a secondaries vehicle. LP portfolios being brought to market are only growing in size, and if the…

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Behind Q1-Q3’s best-ever secondaries fundraising figures 18:31

2M ago18:31

18:31

This episode originally aired on November 1, 2023 Secondaries funds investing in private equity opportunities that held their final close between January and the end of September raised $67.69 billion – a 168 percent jump on the same period last year and 46 percent more than the previous record of $46.44 billion raised in Q1-Q3 2020. In this episod…

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Strategic Partners’ Perry on the state of the market and career lessons learned 30:57

2M ago30:57

30:57

This episode originally aired on September 1, 2023 In this episode, the spotlight is on our yearly ranking of the top secondaries firms globally. Blackstone Strategic Partners has topped this year's SI 50 ranking published by Secondaries Investor and Private Equity International, raising $51.3 billion across funds that closed between 1 January 2018…

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Which advisers stood out from the crowd? 16:26

2M ago16:26

16:26

This episode first aired June 30, 2023 Senior reporter Madeleine Farman and senior editor Adam Le discuss the key findings underpinning Secondaries Investor's Advisory Survey 2023 and Law Firm Survey 2023.Από τον PEI Group

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What’s making the GP-led market tick 26:40

2M ago26:40

26:40

This episode first aired on April 26, 2023 Presenting the second instalment of Second Thoughts, a special series from Secondaries Investor that delves into the latest trends affecting the fastest-growing market in alternatives.Από τον PEI Group

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How the secondaries market fared in 2022 12:23

2M ago12:23

12:23

This episode first aired on February 8, 2023 Presenting the first instalment of Second Thoughts, a special series from Secondaries Investor that delves into the latest trends affecting the fastest-growing market in alternatives.Από τον PEI Group

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Secondaries Investor's Second Thoughts trailer 1:39

2M ago1:39

1:39

Secondaries Investor's Second Thoughts podcast focuses exclusively on private markets' burgeoning secondaries market, which is offering liquidity to its underlying illiquid asset classes. Hear analysis from Secondaries Investor's global team of journalists and interviews with the market's most influential players and rising stars discussing the dyn…

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Round and Round - On Second Thought with Mike & Matt - Ep. 16 1:16:29

2M ago1:16:29

1:16:29

Topics: Mattober Do kids belong in breweries? PS5 Pro went on sale PS5 Pro enhanced games 30th anniversary limited edition PlayStation State of Play Assassin's Creed Shadows delayed Contact On Second Thought with Mike & Matt If you'd like to contact the show, relevant links are below! Twitter - OSTWMM Email - OSTWMM@gmail.com Discord - OnSecondThou…

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On Second Thought Ep. 345: Will Quinn Ewers return for Texas football’s SEC opener or will it be Arch Manning? 30:06

2M ago30:06

30:06

Will the Texas Longhorns start redshirt freshman quarterback Arch Manning for a second straight week or will Quinn Ewers return to action? Statesman columnist Cedric Golden examines the decision facing coach Steve Sarkisian entering Saturday’s SEC opener against Mississippi State. Clarion-Ledger writer Sam Sklar stops by to give a temperature on wh…

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On Second Thought: Texas football ex Will Matthews on Arch Manning’s epic performance first start 24:56

2M ago24:56

24:56

Texas football color analyst Will Matthews joins columnist Cedric Golden this week on the On Second Thought podcast to discuss the Texas quarterback storyline now that Quinn Ewers is injured and Arch Manning is possibly making his first career start against Louisiana-Monroe Saturday. Matthews, who played fullback for the Texas team that won the 200…

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Anxiety - On Second Thought with Mike & Matt - Ep. 15 1:15:15

3M ago1:15:15

1:15:15

Topics: Anxiety Mike left the house, twice How quickly would your spouse sell you out? Tacos? PS5 Pro announcement Xbox layoffs PS5 system update Steam Families Xbox brings back Friend Requests Contact On Second Thought with Mike & Matt If you'd like to contact the show, relevant links are below! Twitter - OSTWMM Email - OSTWMM@gmail.com Discord - …

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On Second Thought Ep. 343: Texas football legend Alex Okafor on Hall of Honor, Michigan blowout, UTSA 25:24

3M ago25:24

25:24

After Texas’ resounding 31-12 road win at No. 9 Michigan, the Longhorns are trending like a national championship contender early in the season. With Texas returning home for a date with UTSA, Longhorn legend Alex Okafor joins columnist Cedric Golden for Episode 343 of the On Second Thought podcast and discusses why the Horns are off to such a fast…

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On Second Thought episode 342: Dusty Mangum and ex Longhorn teammates revisit epic Rose Bowl kick that beat Michigan 41:22

3M ago41:22

41:22

Dusty Mangum’s 37-yard field goal at the final gun delivered Texas a 38-37 win over Michigan in the 2005 Rose Bowl. Twenty seasons later, Mangum and former college teammates Derrick Johnson and Justin Blalock join host Cedric Golden on the On Second Thought podcast and revisit the greatest kick in program history. They also discuss their impression…

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Spreading the Seed - On Second Thought with Mike & Matt - Ep. 14 1:05:45

3M ago1:05:45

1:05:45

Topics: With Rumors about the PS5 Pro and potentially a change in strategy from Xbox, what would it take to get Matt back into console gaming? Question from Al: "Would love to hear ya boys thoughts on Gamescom ! Anything there get ya pumped? Is anyone as excited for Star Trucker as me? That looks amazing Lifewise this is one of my favorite times of…

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On Second Thought: Statesman scribes on games Texas should be be most concerned about in 2024 34:06

3M ago34:06

34:06

The On Second Thought podcast is back and Statesman sports columnist Cedric Golden teams up this week with Texas beat writers Danny Davis and Thomas Jones to get their biggest moments from the preseason and examining the matchups that should most concern the Longhorns in their season in the SEC. Ced also breaks down the schedule game for game and r…

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Sweaty Pizza - On Second Thought with Mike & Matt - Ep. 13 1:16:42

3M ago1:16:42

1:16:42

Topics: Mike's trip to TN Fallout 76 - Mile Post Zero date announced at QuakeCon Disney wants NYU doctor allergy death suit tossed because of widower’s Disney+ subscription https://nypost.com/2024/08/13/us-news/disney-wants-allergy-death-suit-tossed-because-of-disney-subscription/ Ibrahim Al-Nasser from Saudi Arabia has connected 444 different game…

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The Real Impact of Nutrition on Your Brain and Mood 16:52

4M ago16:52

16:52

Is your diet affecting more than your waistline? In this episode, we explore how what you eat shapes your brain health, mood, and overall mental performance. Discover why the Standard American Diet (ironically called the SAD diet) is making us feel worse despite filling us up, and how eating the right foods can improve focus, fight depression, and …

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Why Sports Matter: More Than Just a Game 16:06

4M ago16:06

16:06

Sports aren’t just for entertainment—they shape culture, community, and even mental health. In this episode, we explore how physical activity does more than boost endorphins; it can heal the brain, alleviate depression, and build resilience. From the scholar-athlete ideal to the unifying power of cheering for a team, sports offer benefits beyond th…

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Smells like Feet - On Second Thought with Mike & Matt - Ep. 12 1:08:16

4M ago1:08:16

1:08:16

Topics: Matt’s farm adventures Olympics / Will Matt make an appearance in Summer Olympics in 2028 Fallout 76 stuff Mike continues to have No Man’s Sky envy https://www.ign.com/videos/sean-murray-explains-no-mans-sky-worlds-part-1 Halo TV show canceled https://www.theverge.com/2024/7/19/24201551/halo-paramount-plus-canceled The FTC has blasted Micro…

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