Private Credit Investing in a Post-Fed Rate Cut World

Jim Vanek, partner and co-head of Global Performing Credit at Apollo, dives into the shifting landscape of credit markets amid recent Fed rate cuts. He discusses the proactive refinancing strategies companies are employing as they face a maturity wall. The conversation highlights emerging opportunities in private credit and the impact of political changes on macroeconomic conditions. Personal anecdotes about literature and travel add a unique touch, intertwining exploration with market insights, making for an engaging listen.