Alex Wright

Alex Wright, Global Wealth Strategist at Apollo, dives into the fragility of public markets and the promising landscape of private investments. He highlights the challenges posed by high valuations and limited diversification in traditional portfolios, advocating for a shift towards private equity, credit, and infrastructure. Alex shares insights into how these private assets can enhance diversification and provide unique opportunities in today’s evolving investment universe. His market outlook offers valuable strategies for navigating economic uncertainties.

In this enlightening discussion, Alex Wright, a Partner and Global Wealth Strategist at Apollo Global Management, reveals insights on navigating elevated public market valuations. He emphasizes the essential role of private markets in diversifying wealth portfolios, particularly through private credit and equity. The conversation touches on investment resilience as 2025 approaches, spotlighting infrastructure as a crucial asset class and the exciting opportunities in AI-driven data centers. Beyond finance, Alex and his co-host share personal holiday highlights and a passionate love for soccer.

Alex Wright, a Global Wealth Strategist at Apollo, dives into the impact of tariffs on investment portfolios. He discusses current market volatility and how it creates opportunities for strategic asset allocation. The conversation highlights a shift towards private markets as traditional investments lose appeal due to high valuations. Wright also touches on the economic slowdown caused by rising tariffs and student loan payments, urging investors to reassess risk-return balances. Plus, a fun detour into his upcoming family trip to Greenland adds a personal touch!