Apollo's CEO on Real Estate, Banks, Markets

Appreciate the “insight” Marc, great short clip all around 👌

Is this guy AI-generated? No soul, no emotion, just words coming out.

Sonali 🔥

One of these big private equity groups is gonna go bankrupt. What are LPs gonna do when Apollo can’t keep marking up their private assets? The risk is not in public market assets already marked down. It’s in these opaque private funds.

Putting well-earned money into the stock market can be over emphasized for first-time investors, unlike a bank where interest is sure thing! Well, basically times are uncertain, the market is out of control, and banks are gradually failing. I am working on a ballpark estimate of $5M for retirement, and I have a good 6-figure loaded up for this, could there be any opportunity for a boomer like me? I'm nearly 60.

Dimon is lying and he knows it.

Comercial Real Estate vacancy is a blessing in disguise, we have according to most experts a 6 Million home shortage add the 5+ Million Undocumented from Democrats open border plus another 5+ Million over the last 2 years of Biden, means we can convert to apt, loft etc, as no one likes to go into the office, it terrible for the environment, bad for children & parents relationship. The modifications can be done quickly with the right tax incentives & if local government building code regulations are reformed quickly. Before the next Trump Boom 💥 ✨⭐🌟💫🌞 May The Force be with US

The first part of the banking crisis is over? That was a quick one... then we just need all the bad CRE loans to be redeemed at par and move on. Easy-peasy...

Take a shot every time he says "at the end of the day"

this guy is smug asf

When he say usa is the best place and the envy of the world for credit acces, that it's for business and tycoon, but for blue collar worker, usa is a aberation where poor can't acces bank account and have to deal with predatory institution like payday counter to deposit a paycheck with high fee.

In Canada, it s not uncommon for a 12 years old to have his own bank account.

The fed by providing zero interest rates fcked the real estate market and the lives of the middle class in this country.

wow - what a guy. he would love to support the banking system by buying assets. so, like, apollo is now a charity?

His central thesis is the regional banking model may be broken. That's a pitch for private credit from a shop like his. Whether he is right or not deserves more probing questions.

A guest like this needs to be pushed further, someone with more Markets experience and occasional flashes of skepticism. Someone like the late Mark Haynes.

"I would love to be a fly on your wall this weekend." She thirsty af 😂

Any bets that we are about to spend 2-3 years listening to a drum beat of very scary things coming out of private credit?

Just found out about HELOC and for some reason i ended up here trying to research the housing market lol

The way this guy is SELLING his firm is LAUGHABLE!!! When you think about it, a Billionaire CEO that is trying to lure in high net worth investors saying things like "The return is just so high" or "I would rather play our hand" is a joke! It's never enough for him to make the Billions he's made instead he wants to grow even bigger! LOL Greed is part of human nature i guess! He's also a bit fake! I definitely wouldn't trust him with my own money!

Most people are taught that "you only need a good job to become rich". These billionaires are operating on a whole other playbook that many don't even know exists.

Given the shortage of affordable housing, why not convert commercial real estate to mixed-use residential properties?

To say HNW investors will be 50% in alternatives in five years is clearly self-serving for Apollo.

Socialization of risk, but you want to keep most of the profits.

wow legs!

Marc Rowan: "Alternatives are Not an ATM" That's a classic line! lol

Blackstone is walking away from loans on Real estate......as in defaulting. The world would be a better place if private equity went away.

There are some smart people out there.

The banking system is too busy 😆

Where can I apply for a job, seems like a great boss!

Sharp guy 👍

These people talk like interest rates are going to stay at the current level permanently or a long time. In a year or two interest rates will fall and banks and real estate will be fine, or maybe a little problems but not to a degree of second phase problems.

It's very interesting and exciting to see America financial systems go up in flames, only the Democrats can Build Back Better!

This man ran around the questions.

The USA isn’t the envy of the World anymore. If so, the World would not be de-dollarizing. The Saudis would not be abandoning the Petra-dollar. The BRICS gdp has now passed the G7 w/ 12 countries queued to join