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Unhedged

What is Apollo, anyway?

Sep 17, 2024
Sujeet Indap, Wall Street editor at the Financial Times, and Eric Platt, senior corporate finance correspondent, dive into the intricate world of Apollo Global Management. They explain how Apollo shifted from traditional asset management to a key player in corporate lending. The duo discusses asset-backed lending, the complexities of new credit dynamics, and the economic implications of changes like telework. They also dissect Boeing's potential despite its challenges and reveal the intriguing future of News Corp amidst its unfolding drama.
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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