Podcast

Ron Kahn on performance of private companies

|
25 min
Content hub / Podcast / Ron Kahn on performance of private companies

Our podcasts available here

You don't have the liquidity issues in the private markets that you do in the public markets, which has a lot of effect on valuations.

Ron Kahn

This month our guest is Ron Kahn, Co-head of Lincoln International, Global Valuations and Opinions Group.

Ron sheds light on the current market dynamics, highlighting the robust performance of private companies despite lackluster M&A activity. The podcast explores the current economic climate, noting positive indicators like EBITDA growth and expectations of Fed rate cuts.

Throughout the conversation, Ron and Randy emphasize the resilience of private capital and predicting continued strength despite geopolitical uncertainties and upcoming elections. We also cover topics such as Lincoln private market index, financing costs, and the outlook for private capital and deal-making in the coming years.

More episodes like this

    From Lead Left to The Lead: Randy Schwimmer on private credit's Platinum Era

    A special edition – Bloomberg Radio’s Paul Sweeney turns the tables on Randy Schwimmer to celebrate the relaunch of The Lead Left as The Lead.

    Listen

    Behind the headlines: Private credit defaults, recoveries, and AI risk in 2026

    A conversation with William (Bill) Cox, Chief Rating Officer, and Eric Rosenthal, Head of Default Research at KBRA.

    Listen

    David Robinson on private credit redemption fears, liquidity traps, and what retail investors need to know

    A conversation with David Robinson, James and Gail Vander Weide Professor of Duke University’s Fuqua School of Business.

    Listen

    AI meets private markets - Optimizing the investor experience and decision-making

    A conversation with Ryan Eisenman, Co-founder and CEO of Arch.

    Listen

    Ken Kencel on two decades of resilience, relationships, and the road ahead

    A conversation with Ken Kencel, President and CEO of Churchill Asset Management.

    Listen

    Ellen Zentner on rates, risk and resilience - A 2026 macroeconomic outlook

    A conversation with Ellen Beeson Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley Wealth Management.

    Listen

    Jake Miller on AI-fueled fintech transforming private markets

    A conversation with Jake Miller, Co-Founder and Chief Solutions Officer of Opto Investments.

    Listen

    Michael Schulman on AI, manager selection, and the next big wealth opportunities

    A conversation with Michael Ashley Schulman, Partner and Chief Investment Officer at Running Point.

    Listen