# Tariffs, Interest Rates, and Dry Powder: Lessons from 2025 for the Year Ahead - Part A Page: https://stenobird.com/podcast/bdo-private-equity-perspectives-podcast-726597/tariffs-interest-rates-and-dry-powder-lessons-from-2025-for-the-year-ahead-part-a Text version: https://stenobird.com/podcast/bdo-private-equity-perspectives-podcast-726597/tariffs-interest-rates-and-dry-powder-lessons-from-2025-for-the-year-ahead-part-a.md Podcast: [BDO Private Equity PErspectives Podcast](https://stenobird.com/podcast/bdo-private-equity-perspectives-podcast-726597) Published: 2026-02-27T13:24:52+00:00 Episode link: https://www.bdo.com/private-equity-perspective-podcast?wchannelid=ua5d6g25oa&wmediaid=dbs21xd36w Audio file: https://podcast.wistia.com/deliveries/a51d468d3c254438a7c2d6f6f374392eb7645428.mp3?d=eyJtIjoxNDQ3ODMyNjUsIm1kIjoxMTQxLjM3LCJhIjoid2lzdGlhLXByb2R1Y3Rpb25fNDg2MTY3IiwiYyI6NjIyNzMsImUiOjIwNTY4NzUsImIiOiJhNTFkNDY4ZDNjMjU0NDM4YTdjMmQ2ZjZmMzc0MzkyZWI3NjQ1NDI4IiwibWIiOjk4Mywib2IiOjE0NDAwMzAuNTk0ODExNDk4N30%3D--1a25598cf15e1937f48ad4a5b82cc9322c864c0c11ffc27428e547596389f25e Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/bdo-private-equity-perspectives-podcast-726597/episodes/tariffs-interest-rates-and-dry-powder-lessons-from-2025-for-the-year-ahead-part-a Duration seconds: 1141 ## Resource The 2025 PE market was anything but predictable — and navigating it required a clear-eyed approach to deal flow, competition, and capital deployment. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/bdo-private-equity-perspectives-podcast-726597/episodes/tariffs-interest-rates-and-dry-powder-lessons-from-2025-for-the-year-ahead-part-a/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/bdo-private-equity-perspectives-podcast-726597/tariffs-interest-rates-and-dry-powder-lessons-from-2025-for-the-year-ahead-part-a.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.