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, 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 at Apollo Global Management, shares insights on the markets and US economy amid inflation and geopolitical concerns. Mary Daly, President of the San Francisco Federal Reserve, discusses the balance between interest rates and economic stability. Mike Schumacher from Wells Fargo elaborates on the US rate path, while Nela Richardson, Chief Economist at ADP, reacts to fluctuating jobless claims. The conversation navigates the complexities of national security, labor market trends, and evolving investment strategies in a turbulent economic landscape.

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 at Apollo Global Management, shares insights on the U.S. economy's “legacy inflation issues” and how companies struggle to pass costs to consumers. He discusses the shift from low interest rates to structural inflation and its impact on investment strategies. The conversation delves into the evolving landscape of public and private markets, the rise of private credit, and the complexities of investing in technology. Zelter also touches on the challenges faced by European insurers compared to their U.S. counterparts.