Bästa Second Thought podcaster (2025)

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Now and Then - On Second Thought with Mike & Matt - Ep. 24 1:24:12

5d ago1:24:12

1:24:12

Topics: Snowy conditions - still think my 48” snow pusher shovel was the best purchase recently Health recommendation from a listener Mike tried YouTube TV, again. What if Blizzard made a 20-30hr spinoff Diablo game. With either 3rd person or 1st person visuals, like the Witcher or Red Dead? Do you want this outside the box thinking from MS? Remind…

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The next record-setting year 24:13

5d ago24:13

24:13

The secondaries market is bullish that 2025 will be another record year for secondaries market activity. Regionally, North America is set to continue its dominance in dealmaking, Europe is expected to throw up interesting opportunities that offer portfolio diversification, and increasing manager sophistication could lead to more GP-led opportunitie…

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The Nice Guys 1:07:14

7d ago1:07:14

1:07:14

Heather hasn't seen The Nice Guys. Travel back with us to seedy 1977 Los Angeles and Shane Black's buddy comedy detective noir from 2016 starring Ryan Gosling and Russell Crowe! In this episode we discuss the different classifications of firearms according to Heather, if the movie qualifies as a "romp", and what a more appropriate title would have …

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On Second Thought Ep. 356: Columbus-Dispatch’s Bill Rabinowitz gives an Ohio State primer 28:03

13d ago28:03

28:03

Columbus-Dispatch reporter Bill Rabinowitz joins Cedric Golden for the On Second Thought podcast and provides a peek behind the Ohio State curtain and what problems the Buckeyes will present for the Texas Longhorns at the Cotton Bowl. The winner will advance to the national championship game. Ced gives his take on why the oddsmakers who made Texas …

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Happy New Year - On Second Thought with Mike & Matt - Ep. 23 1:35:48

16d ago1:35:48

1:35:48

Topics: How were the holidays? What do you hope gaming has in store for us in 2025? Diablo IV Discussion Gaming News: Siri “unintentionally” recorded private convos; Apple agrees to pay $95M https://arstechnica.com/tech-policy/2025/01/apple-agrees-to-pay-95m-delete-private-conversations-siri-recorded/ Sebile is the codename for a new Xbox controlle…

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Napoleon Dynamite 57:46

21d ago57:46

57:46

Heather hasn't seen Napoleon Dynamite. In our inaugural episode of Blind Spots & Second Thoughts, we explore the deep character study that is Napoleon Dynamite. Is the movie actually a depiction of neurodivergence, or is the titular character simply a huge jerk? How does the movie hold up 20 years later? Exactly how creepy is Uncle Rico? And what a…

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On Second Thought Ep. 355: Ced speaks with the Longhorns from Media Day in Atlanta 28:17

22d ago28:17

28:17

Sports columnist Cedric Golden is on the ground at the Peach Bowl in Atlanta and shares some of his conversations with the Texas contingent at Media Day for this week’s On Second Thought podcast. The Longhorns play Arizona State in the College Football Playoff quarterfinal and Ced visits with coach Steve Sarkisian, quarterback Quinn Ewers, tight en…

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Toys from the Past - On Second Thought with Mike & Matt - Ep. 22 1:33:55

1M ago1:33:55

1:33:55

Topics: Xmas is upon us: discuss toys from past holidays The Game Awards thoughts? https://www.techspot.com/news/105956-best-trailers-announcements-winners-game-awards-2024.html Fallout: Has MS missed an opportunity to further capitalize on the franchise? (FYI: Fallout season 2 is expected to be released in early to mid-2026) Fallout 76 won’t play …

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On Second Thought Ep. 354: Longhorn voice Craig Way on Texas-Clemson, Ewers-Klubnik 28:31

1M ago28:31

28:31

Legendary Longhorn play by play voice Craig Way joins columnist Cedric Golden for On Second Thought to discuss the historic first meeting between Texas and Clemson in the inaugural 12-team College Football Playoff and the epic quarterback rematch between Quinn Ewers and Clemson’s Cade Klubnik.Av Gannett

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Back to Basics: Building Habits, Trust, and Thriving Teams 56:37

1M ago56:37

56:37

What are the foundational elements that drive personal and professional success: effective habit formation, cultivating trust, and building cohesive teams? Discover practical strategies to develop habits that stick, foster trust in both remote and in-person environments, and enhance team collaboration for the future of work. Key Takeaways: Habit Fo…

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Peeling back the onion on 2024 – literally 42:12

1M ago42:12

42:12

It's common to peel back the onion on key events and trends seen across financial markets. As the secondaries market heads for what is predicted to be a record-setting year for volume, we decided to practice the phrase quite literally. Madeleine Farman, senior reporter and host of the Second Thoughts, and senior editor Adam Le are joined by Carlo P…

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It's a Handheld World - On Second Thought with Mike & Matt - Ep. 21 1:23:12

1M ago1:23:12

1:23:12

Topics: Thanksgiving re-cap Did you watch Bengals/Simpsons broadcast? Xbox 360 Red Ring sweatshirt Pornhub Gamer stats Gaming News: Valve has revealed plans for partners to create third-party SteamOS hardware https://www.theverge.com/2024/12/6/24315098/valve-steam-machines-steamos-steam-deck-vr Lenovo Legion Go S leak shows renders of the cheaper h…

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On Second Thought Ep. 353: Texas ex Fozzy Whittaker, Dawg Nation’s Mike Griffith preview Texas-Georgia 52:59

2M ago52:59

52:59

Columnist Cedric Golden gives you a peek behind both sides of the Texas-Georgia curtain on this week’s On Second Thought podcast. Texas ex and ESPN analyst Fozzy Whittaker breaks down why the Longhorns will deliver a different result than the 30-15 loss to the Bulldogs in Austin at midseason while AJC-Dawg Nation columnist Mike Griffith explains wh…

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Blind Spots & Second Thoughts - Trailer 1:13

2M ago1:13

1:13

"What do you mean, you haven't seen it?" Blind Spots & Second Thoughts is a podcast featuring Dan and Heather (that's us!), a couple of movie lovers -- and a couple -- who love to have occasionally deep, but more often than not, incredibly silly conversations about movies. In each episode of Blind Spots & Second Thoughts, we'll pick a movie that on…

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

2M 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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Golden, TexAgs’ Buchanan, Chronicle’s Bohls give conflicting predictions on Texas-Texas A&M game 35:50

2M 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

2M 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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Cut Flower Society 30:58

2M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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.Av PEI Group

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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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.Av PEI Group

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

4M 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.Av PEI Group

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