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Unhedged

What is Apollo, anyway?

Sep 17, 2024
Sujeet Indap and Eric Platt, seasoned reporters dissecting Apollo Global Management, explore its evolution from private equity to a heavyweight in annuities and corporate lending. They uncover Apollo's shifts in investment strategies post-financial crisis and the complexities of secured lending. The discussion extends to Boeing's potential rebound amid economic shifts and the captivating drama surrounding the Murdoch family's influence over News Corp, likening it to an enthralling TV show. This episode reveals deep insights into the multifaceted world of alternative asset management.
22:19

Podcast summary created with Snipd AI

Quick takeaways

  • Apollo's expansion into lending demonstrates a strategic shift towards higher returns by financing significant projects rather than focusing solely on traditional private equity.
  • The evolving practices of asset managers like Apollo raise concerns about regulatory adequacy, highlighting the need for updated oversight in financial operations.

Deep dives

Diverse Housing Strategies

A strategy that incorporates a range of housing types can effectively diversify investments across various income brackets and age groups. This approach not only broadens the potential market but also allows investors to cater to different demographic needs, enhancing stability. By recognizing the valuable interplay between multiple housing formats, investors can create a more resilient portfolio that withstands economic fluctuations. For instance, combining multifamily housing with single-family homes and assisted living facilities may result in a well-rounded real estate investment.

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