Issue No. 40Week ending Sunday, October 4, 2026507 episodes · 2183 articles
The Throughline ↓
The Podcast Summary.

10+ hours of podcasts, in 5 minutes.

Trend Steady

Value creation: how often the top podcasts talk about it.

Value creation came up in 7 of 26 episodes (27%) in the four weeks to Sep 27, about the same share as in the earlier weeks (19%).

7 of 26episodes, four weeks to Sep 27

Share of episodes, four weeks at a time

5%Aug 21 of 2035%Aug 306 of 1727%Sep 277 of 26
Share of episodes from the private equity shows we cover that said “value creation” at least twice, in blocks of four weeks. Each label is the block's last Sunday. The newest block is the orange bar on the right.
The 7 episodes behind the newest bar

Earliest mentions in our archive

The first episode from each show that said it, oldest first. The matched words are marked.

“…that has contributed around 50% of the overall value creation in terms of returns. The second has been multiple…”

Fund Shack · week ending Jul 5 · Watch at 4:03 ↗

Private Equity in 2026: Why “12 is the new five” | Bain & Company | Fund Shack Ep. 89

“…focused more on, you know, business value creation, and performance improvement. And and a lot of what I did…”

Acquiring Minds · week ending Jul 12 · Watch at 1:57 ↗

Career Consultant Who Bought a 7-Figure Manufacturer | Paul Callahan Interview

“…market that we can employ all of our value creation methodologies including our buy and build which is what we've…”

Karma School of Business · week ending Aug 9 · Watch at 14:36 ↗

Private Equity Deal Sourcing with Audax’s Dave Santoni

“…in the future, there's a lot of pressure on the value creation for something to happen. But why don't you wrap up the…”

Private Equity Funcast · week ending Aug 16 · Watch at 16:02 ↗

Another False Start: PitchBook's H1 2026 Private Equity Data (w/ Steven Buibish)

“…we could not be more excited about this trend. But i- increasingly, AI is, it's embedded in our value creation work. Right now, just to give you a flavor and to mention that,…”

Dry Powder · week ending Aug 23 · Listen at 7:48 ↗

Exits, AI and Asking 'What’s Next?' w/ Advent International's John Maldonado

“…potential buyers for any of the assets that where we've finished our value creation blend. Infrastructure is only…”

How I Invest · week ending Aug 30 · Watch at 20:03 ↗

$31B Investor on AI Infrastructure, Private Equity, and Secondaries

Most recent mentions

The newest episodes that count toward the chart, no more than two from one show.

“…people might rightly say why would you do that there is so much value creation going on here and…”

How I Invest · week ending Sep 27 · Watch at 23:32 ↗

How AI is Changing the Private & Public Markets

“…that haven't worked? compares and contrasts over prior calls to see if there's a shift in tone, shift in people, shift in how they talk about value creation. There's agentic chatter about the capacity of the tool to take workflows end-to-end and execute on them. We haven't really seen that…”

Capital Allocators · week ending Sep 20 · Listen at 48:28 ↗

AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John L…

“…that. You're a recovering operating partner. You're a digital value creation guy. You're an entrepreneur. You're a…”

Private Equity Funcast · week ending Sep 6 · Watch at 2:55 ↗

What's Wrong in Private Equity (w/ Lee McCabe)

“…creating what we call like a lot of people a value creation plan. But one of the differentiators for us is really…”

Karma School of Business · week ending Sep 6 · Watch at 26:36 ↗

Private Equity Growth with Akoya’s Carr Preston

“…third parties, so it is part and parcel with what we are doing with our companies to drive value creation. Mm-hmm.”

Dry Powder · week ending Sep 6 · Listen at 7:32 ↗

Where AI Is (and Isn’t) Creating Value

Which shows say it

ShowLast four weeksAll weeks counted
Private Equity Funcast24
How I Invest23
Karma School of Business13
Dry Powder12
Capital Allocators11
Acquiring Minds01
Fund Shack01

How we count. An episode counts when its transcript says “value creation” at least twice; plurals count too. We count a shortened re-upload of an episode we already have only once, and we skip the sponsor reads we can spot: the lines around phrases like “brought to you by”, and any passage a show reads word for word in three or more episodes. The share is the counted episodes divided by all episodes from the private equity shows we cover in the same four weeks, so a busy month of releases does not raise it by itself. The mix of shows does change from month to month, and one daily show can move a number. Weeks run Monday to Sunday, and the week in progress is left out until it ends. The chart starts with the week of July 6, 2026, when our archive became steady. A few older episodes can still appear under the earliest mentions, and some weeks have gaps. Transcripts are automatic captions, so we also match the spellings they use. The counts cover only the shows we summarize. Download the counts (JSON) or CSV.

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