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Carlyle CEO Harvey Schwartz at Semafor World Economy, Sonic AI
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Semafor World Economy Summit 2026
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Carlyle CEO Harvey Schwartz at Semafor World Economy
Semafor World Economy Summit 2026
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Apr 29, 2026
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12:59
Conference
Interview
Carlyle CEO Harvey Schwartz at Semafor World Economy
From
Semafor World Economy Summit 2026
· 2026
Harvey Schwartz
(CEO, Carlyle, guest)
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Executive Summary
Carlyle CEO Harvey Schwartz argues that the dominant economic trends of the last 40 years—declining interest rates, low inflation, and globalization—are reversing, creating a new investment paradigm.
Financial markets are complacent and mispricing geopolitical risk, reacting more strongly to domestic financial events (like SVB's failure) than major global conflicts (like the invasion of Ukraine).
A global shift towards national security, encompassing defense, energy, and data, is driving increased government spending and creating significant investment opportunities in sectors like aerospace and defense.
Mounting risks, including massive government deficits and sophisticated cyber threats amplified by rapid tech adoption, pose significant challenges to the global economy, despite current underlying strength.
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The End of a 40-Year Economic Supercycle
Mispricing of Geopolitical Risk
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Processed May 10, 2026
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