Rob Bittencourt

In this engaging discussion, Rob Bittencourt, a Partner at Apollo Global Management specializing in opportunistic credit, dives into how tech giants are reshaping credit markets. He explains the shift as major companies seek debt financing to fund AI and infrastructure projects. The conversation highlights the role of private credit in this transition, the impact of government initiatives like the CHIP Act, and the evolving trends in risk assessment within credit investing. Bittencourt also shares insights on how historical market events inform today’s dynamics.

Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, shares expert insights into the evolving credit markets. He discusses the significant impacts of the Trump administration's trade tariffs on market dynamics and investor confidence. Bittencourt highlights the contrasting stability of investment-grade credits versus the volatility in high-yield segments. He also explores the nuances of payment-in-kind financing, emphasizing its risks during economic uncertainty. Listeners gain valuable perspectives on navigating turbulent financial landscapes and making informed investment decisions.