Jim Zelter

Jim Zelter, President of Apollo Global Management and veteran alternative asset manager, shares big-picture takes on private credit and a massive CapEx surge. He discusses how trading-floor discipline shaped risk views. Expect talk of global investment opportunities, AI-driven capital spending, and preserving firm culture while scaling.

Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley, shares insights on the market outlook and anticipates a December interest rate cut despite potential government shutdowns. Kathryn Wylde, President & CEO of the Partnership for New York City, analyzes the implications of the recent mayoral election on Wall Street and local business. Nazak Nikakhtar, former Commerce Department official, discusses the Supreme Court's examination of presidential tariff powers under the International Emergency Economic Powers Act. Jim Zelter of Apollo Global Management warns about the risks of high valuations in AI investments.

Jim Zelter, President of Apollo Global Management, dives into the dynamic world of credit markets and AI data center financing. He shares insights on Apollo's impressive asset growth and their strategic focus on proprietary origination. Zelter addresses the implications of recent bank failures, dismissing fears of a widespread credit crisis. He also emphasizes cautious investment in the booming AI data center sector, advising on smart positioning in rapidly changing tech assets. Tune in for a mix of market wisdom and finance strategy!

In this discussion, Stephen Miran, a Federal Reserve Governor, advocates for substantial rate cuts in 2026, citing shelter inflation and labor market conditions. Seema Shah, Chief Global Strategist at Principal Asset Management, shares concerns over interventionist policies and their effects on investor sentiment and fiscal stability. Jim Zelter, President of Apollo Global Management, discusses the cautious yet disciplined investment approach amidst geopolitical tensions and record debt issuance, highlighting opportunities in Europe and Japan.

Jim Zelter, co-president at Apollo Asset Management, shares expert insights on the evolving U.S. economic landscape compared to Europe. He discusses the impact of rising interest rates on private credit as a savvy investment approach. Zelter also dives into labor market shifts, highlighting the growth of healthcare jobs versus a decline in manufacturing. Additionally, he examines how political dynamics in Washington are shaping market trends as 2025 unfolds.

Jim Zelter, president of Apollo Global Management and longtime credit specialist. He explains Apollo's cautious, limited software exposure and underwriting approach. He discusses private credit growth concerns and confidence through credit cycles. He outlines increased US investment interest in Japan and a focus on big retirement solutions and strategic partnerships.

Jim Zelter, Apollo Global Management’s president overseeing its investment and credit businesses, explores Apollo’s partnerships with the Yankees and Nvidia. He discusses the unprecedented financing demands of AI infrastructure, opportunities and risks in lending to companies like OpenAI and Anthropic, and how access to capital may determine winners. He also explains why rates could stay higher for longer.

Jim Zelter, President of Apollo Global Management who oversees strategy and private credit expansion, discusses the shifting private credit landscape and regulatory scrutiny. Short takes cover Athene and CLO exposure, making private credit more tradable, financing big hyperscaler capex, and Ryan Cohen’s $56B bid for eBay — plus how Amazon’s logistics push reshapes carriers.

Jim Zelter, President of Apollo Global Management, dives into the intricacies of the U.S. economy, addressing the nation's deficit and the weakened dollar. He dismisses speculation around Trump’s Federal Reserve Chair pick as mere distraction. The conversation illuminates the essential role of private capital in economic growth and touches on the rising AI investment landscape. Zelter also discusses New York's shifting political dynamics and its impact on businesses, providing a clear perspective on navigating these challenges.

Jim Zelter, President of Apollo Global Management, shares his insights on the retail market's response to Trump's trade policies. He discusses how retail executives are stepping into political conversations to tackle supply chain issues and tariffs. The conversation sheds light on the unequal recovery paths across various economic sectors and the resulting market volatility. Zelter also explores the resilience of private credit, highlighting investment opportunities in technology despite ongoing challenges, providing optimism for investors.