About this episode

David Andrews discusses how he anticipated a significant downturn in the private equity industry and his insights on its potential recovery.

We ask the co-CEO of Gryphon Investors how he foresaw one of the harshest cycles in the industry’s history and when he thinks it may finally break.

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• Infrastructure's Next Frontiers w/ Stonepeak’s Michael Dorrell · March 24, 2026 · 16 min
• Mastering the Infrastructure Cycle w/ Stonepeak’s Michael Dorrell · March 10, 2026 · 23 min
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• Bain & Company’s Global Private Equity Report 2026: Executive Summary · February 23, 2026 · 16 min

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