Credit fundamentals remain strong, but rising interest rates, AI disruption and growing dispersion across sectors are reshaping the direct-lending landscape. Apollo Partner and Co-Head of Global Performing Credit Jim Vanek joins host Tal Barak Harif to discuss where we are in the credit cycle, why current market conditions may be creating more attractive opportunities for lenders, and how Apollo is navigating the risks and opportunities ahead.

Between now and 2030, roughly $5 trillion will be spent building the infrastructure for AI. To justify that investment, businesses and individuals will need to spend $2 trillion a year on AI services.

Apollo has delivered investment solutions across the retirement ecosystem for more than three decades. Together, Apollo and Athene are combining private markets with retirement income solutions designed to support long-term financial security for millions of retirees.