DiscoverPrivate Equity Podcast: Karma School of BusinessPrivate Equity’s Resilience and Q2 2025 Economic Trends
Private Equity’s Resilience and Q2 2025 Economic Trends

Private Equity’s Resilience and Q2 2025 Economic Trends

Update: 2025-08-06
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The second quarter of 2025 showcased one of the most compelling periods for private equity, revealing how firms responded to disruption through strategic action and decisive adaptation.
 
Join BluWave Founder and CEO Sean Mooney as he unpacks the insights from BluWave's Q2 Private Equity Insights Report, including data showing rolling recovery trends, reshoring efforts in manufacturing, and technology investments.
 
This episode dives into the unique frameworks private equity applies to thrive amid uncertainty, setting the stage for long-term growth. Confidently engage with insights that matter to your business.
 

Episode Highlights

  • 1:21 – Navigating stop-and-go economic disruptions: Key Q2 observations
  • 5:45 – How private equity firms utilize OODA loops for decision-making
  • 12:30 – April 2nd tariffs: A black swan reshaping manufacturing and trade
  • 18:20 – Technology investments surge: AI and data projects skyrocket
  • 27:05 – Resilience returns: PMI and consumer sentiment rebound in June
  • 34:50 – The deal economy ramps up for mid- and long-term growth cycles
  • 41:30 – Why private equity firms remain focused on growth investments
 
For more on BluWave, visit: https://www.bluwave.net/
To request the full Q2 2025 Insights Report, visit: https://www.bluwave.net/insights-report/
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Private Equity’s Resilience and Q2 2025 Economic Trends

Private Equity’s Resilience and Q2 2025 Economic Trends

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