Jim Zelter

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, 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, 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.

Jamie Dimon, CEO and Chairman of JPMorgan Chase, shares his perspectives on trade wars and market volatility while analyzing the global economy's health. Jim Zelter, President at Apollo Global Management, offers insights into market trends and inflationary pressures amidst growing economic uncertainty. Together, they dissect the complexities of U.S.-China relations, the evolving landscape of banking and investment, and how these factors influence consumer confidence and overall economic sentiment.

Jim Zelter, President of Apollo Global Management, shares his insights on tariffs and their implications for the U.S. economy. He discusses 'macro paralysis' and its effect on corporate planning amid fluctuating geopolitical tensions. Zelter predicts a 50% chance of recession, emphasizing how investment strategies must adapt to the shifting economic landscape. He also tackles challenges like rising interest rates and the evolving sentiment in European markets, suggesting private market solutions as a response to these emerging risks.

Jim Zelter, President of Apollo Global Management, sheds light on the burgeoning investment grade private credit market. He emphasizes that three-quarters of Apollo's assets are in this area, highlighting the immense opportunities it presents. The discussion delves into the evolving landscape of private credit, including risks tied to over-optimism and economic dynamics. Zelter also touches on the attractiveness of European investments and the need for investors to adopt a cautious yet optimistic approach as market conditions shift.

Howard Lutnick, the US Commerce Secretary, dives into the impacts of President Trump's tariff announcements on American trade dynamics. Jim Zelter, president of Apollo Global Management, analyzes market reactions and the looming challenges for global trade, particularly with China and Europe. They discuss the urgency of reevaluating trade policies and the potential for boosting domestic manufacturing. The conversation also touches on how these changes could alleviate macroeconomic concerns and reshape investment strategies in an evolving economic landscape.

Jim Zelter, Co-president of Apollo Global Management, discusses the firm's earnings and the stress pockets in the US economy. He also talks about the Fed's decisions, the competitive nature of banking and asset management, the strength of the US economy, market structure challenges, and implications for companies' capital raising and challenges in the economy.

Jim Zelter, Co-president of Apollo Global Management, discusses Apollo's recent earnings, pockets of stress in the US economy, and his views on the Fed's decisions. Topics also include the competitive nature of the banking and asset management industry, the strength of the US economy, market structure issues, and implications for companies raising capital and credit stress.