Jim Zelter

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, 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.

Jim Zelter, co-president of Apollo, shares insights on the booming private credit markets and how they are reshaping corporate financing. He discusses the vital need for long-term capital in building infrastructures like chip factories and energy projects, emphasizing that these shouldn’t rely on short-term bank deposits. Zelter also contrasts American and European banking models and explores the risks and rewards of private credit investments, offering a glimpse into the transformative landscape of finance.

Jim Zelter, President at Apollo Global Management, shares his insights on the US economic outlook, delving into the intricate dance of inflation and the labor market. He discusses the pressures of stagflation and its impact on the Fed's decisions. Zelter also examines shifting investment strategies in light of rising interest rates, and the growing role of alternative investments in portfolios. Additionally, he touches on the challenges faced by tech giants like Apple, providing a nuanced view of economic and market dynamics.

Jim Zelter, Co-President of Apollo Asset Management, shares his expert insights on the investment landscape and economic climate. He highlights the benefits of investing in private credit over traditional equities. Jim also contrasts the resilience of U.S. markets with challenges in Europe, discussing political impacts like those from the Liz Truss administration. He examines partnerships between private capital and banking, emphasizing their importance amid a changing financial environment. Mergers and acquisitions are optimistic, yet the IPO market remains uncertain.

Jim Zelter, President of Apollo Global Management, shares insights on the strong M&A market and the resilience of the U.S. economy. Lindsey Piegza, Chief Economist at Stifel, discusses inflation risks and the Fed's upcoming decisions. Katy Kaminski, Chief Research Strategist at AlphaSimplex, highlights how optimism for rate cuts is benefiting small and mid-cap stocks. Matt Shay from the National Retail Federation analyzes holiday sales trends, inventory strategies, and consumer spending dynamics as retailers adapt to market challenges.