Apollo in the Media
September 22, 2025
What if the Assumptions We’ve Always Relied on in Finance No Longer Hold True?
The interview originally took place on September 2, 2025.
Speaking to CNBC’s Robert Frank, Apollo CEO Marc Rowan posed a simple question: What if the assumptions we’ve always relied on in finance no longer hold true?
At Apollo, we believe it’s time for a fundamental rethink of:
- how institutions and individuals allocate and invest
- how companies are financed
- the future of retirement and wealth generation
The world has changed. The question is: will your thinking change with it?
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Marc Rowan breaks down the structural shifts reshaping investing, why private markets are no longer the “alternative,” and how Apollo’s differentiated strategy and long duration capital were built for this moment.
Jim Zelter cuts through the noise on private markets — challenging outdated perceptions, unpacking credit market trends, and outlining why Apollo is focused on long-duration, predominantly investment-grade credit.
Financial Services | Apollo in the Media
Jim Zelter Discusses Credit Markets, AI Infrastructure and Economic Resilience on Bloomberg TV
Apollo President Jim Zelter joins Bloomberg TV to discuss expectations for 2026, the evolving AI-driven CapEx cycle, shifts within investment-grade credit markets and why dispersion is creating attractive opportunities for credit investors.