Jim Vanek

Jim Vanek, a Partner and Co-Head of Global Performing Credit at Apollo, shares insights on the strength of private credit demand amid economic uncertainty. He discusses how corporate borrower tariffs and default predictions shape financing strategies. The conversation navigates the impact of trade policies on credit markets and M&A activity. Vanek also reflects on private credit investment tactics, emphasizing the selection of robust business models. The episode wraps up with lighthearted anecdotes about family bonding and sports.

Apollo Chief Economist Torsten Sløk and Jim Vanek from Apollo discuss private credit investing in a 'higher for longer' interest-rate environment. They cover topics like market conditions, growth in private credit, opportunities for investors, tightening credit spreads, geopolitical risks, rising interest rates impact on leverage and default rates, and evolving landscape of private credit investments.

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.