Market Insight | Overheard at Apollo
March 08, 2023
Overheard @ Apollo: The Media & Entertainment Industry
Private Equity Partner Aaron Sobel shares his views on the key trends impacting media and entertainment and his outlook for the industry amid the ongoing ‘content wars’ for the first edition of Overheard @ Apollo, our series of unfiltered insights from experts across the platform.
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20:19
AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target are creating persistent crosscurrents that complicate the outlook.
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Japan is undergoing an economic transformation: structural reforms, regulatory modernization and a renewed focus on corporate governance are unlocking value across industries and creating new opportunities for global investors & the Japanese economy.
6:37
Apollo Managing Director, Origination, Paul Sipio joins 9@9 to discuss how digital streaming reshaped the music industry, transforming it from a hit-driven model into a predictable, long-duration cash-flow business, and why that evolution unlocked new financing opportunities.
