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MKLBULLAPONEUTRALMIXEDNotable comment · 2/5

Markel as a more interesting financial than Apollo

The guest framed insurance company Markel, run by Tom Gaynor, as a more interesting financial investment than alternative asset managers like Apollo, given uncertainty in the private credit space.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE