Overheard @ Apollo: Back to School

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.

In a new episode of The View from Apollo podcast, Apollo’s Chief Economist Torsten Slok and Jim Vanek, Partner and Co-Head of Global Performing Credit, discuss the persistent demand for large, flexible direct lending solutions and how that’s reinforced by an increasingly uncertain macroeconomic backdrop.

In today’s policy debates, most of the attention centers on goods, how we tax them, trade them, or protect them. Tariffs, reshoring, and supply chains dominate headlines. But the more consequential global contest may not be over goods at all, but rather over capital.