Market Insight | Overheard at Apollo
September 11, 2023
Overheard @ Apollo: Back to School
With back-to-school season upon us, we hear from Private Equity Partner Itai Wallach on trends he sees shaping the education sector – from vocational training to AI adoption and more.
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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.
47:33
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.
