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What the podcasts are saying about
APO
In-depth coverage
30
Mentions · 7d
56
Mentions · 30d
56
Mentions · 90d
40
Episodes
Latest attributed ideas · most recent first
18 JULTHE JULIA LA ROCHE SHOW · 01:30
Private credit steals traditional bank business
“The bull case for private credit firms is that they are successfully capturing market share from traditional banks by offering more competitive terms and securing higher fees.”
In depth · 4/5Verify in source →
17 JULTHE JULIA LA ROCHE SHOW · 05:15
Apollo commercial mortgage transfer masks volatility
“The guest argued that Apollo Global Management's sale of its commercial mortgage loan book to its affiliate Athene is a structural maneuver to shield volatile assets from mark-to-market accounting.”
Substantive discussion · 3/5Verify in source →
17 JULTHE JULIA LA ROCHE SHOW · 00:45
Private credit faces a major structural reset
“The bear case argued for private credit is that the sector is highly volatile and opaque, with recent redemption suspensions and asset sales signaling the beginning of a major market correction.”
Core thesis · 5/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 05:10
Private credit faces a looming software-driven credit cycle
“The private credit sector is highly vulnerable to a looming credit cycle, with mid-market software loans representing a key point of systemic risk.”
Core thesis · 5/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 04:50
Private credit correction will separate risk managers
“The thesis argued, citing Mark Rowan, is that an impending correction in the private credit market will expose poor underwriting and reward disciplined risk managers who focused on high-quality, low-leverage loans.”
In depth · 4/5Verify in source →
17 JULTHE ALPHA EXCHANGE · 02:15
Shorting the private credit ecosystem
“The bear case argued for private credit is that the asset class suffers from adverse selection, high technology concentration, and circular ownership structures that mask underlying risks.”
Core thesis · 5/5Verify in source →
17 JULFORWARD GUIDANCE · 07:15
Institutional DeFi adoption is accelerating rapidly
“The speakers argued that major financial institutions are actively building on-chain infrastructure, marking a generational upgrade to global financial rails.”
Core thesis · 5/5Verify in source →
17 JULTHE ACQUIRERS PODCAST · 03:55
Skepticism on PE-owned life insurers
“The guest expressed caution regarding private equity firms acquiring life insurance companies to secure cheap funding for their own credit funds.”
Substantive discussion · 3/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 09:40
Private credit faces systemic refinancing and default risks
“The guest argued that the unregulated shadow banking system, specifically private credit and private equity, is the most likely epicenter of the next major credit crisis.”
Core thesis · 5/5Verify in source →
17 JULTHE POMP PODCAST · 00:30
Private credit faces structural mispricing and turbulence
“The private credit market is structurally mispriced and entering a crisis phase driven by rapid news dissemination and tight credit spreads that fail to reflect future uncertainty.”
In depth · 4/5Verify in source →
17 JULTHE JULIA LA ROCHE SHOW · 02:50
Private credit faces a systemic valuation reckoning
“The bear case argued is that the private credit and private equity markets are facing a severe, systemic valuation correction as illiquid assets are marked down from par to zero.”
Core thesis · 5/5Verify in source →
17 JULTHE ALPHA EXCHANGE · 08:15
Insurance general accounts shift to diversified assets
“The historical model of managing insurance general accounts solely for regulatory capital is giving way to a diversified approach that incorporates structured products and private markets.”
Substantive discussion · 3/5Verify in source →
17 JULMASTERS IN BUSINESS · 05:50
The MCCLR framework for financial systems
“The guest outlined a five-part framework - Money, Capital, Credit, Liquidity, and Regulation (MCCLR) - to analyze how the modern financial system functions.”
Explored in depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 09:30
Private equity valuations are fundamentally mispriced
“The bearish thesis argues that private equity asset valuations (marks) are fundamentally incorrect and face severe downward pressure, particularly in leveraged software and SaaS portfolios.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 07:10
Private credit redemption gates prevent systemic asset fire-sales
“The structural design of private credit interval funds - specifically quarterly redemption gates - is functioning exactly as intended to match assets and liabilities and prevent forced asset liquidations.”
In depth · 4/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 01:15
Apollo insulated from private credit retail panic
“The bull case argued for Apollo Global Management is that its high ratio of institutional to retail investors insulates it from the sentiment-driven redemptions threatening other private credit managers.”
Substantive discussion · 3/5Verify in source →
17 JULTHE JULIA LA ROCHE SHOW · 03:10
The short trade on private credit sponsors is over
“Shorting public private credit sponsors is no longer attractive as the majority of the downside has already been priced in.”
Notable comment · 2/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 02:15
Private credit faces a slow bleed
“The bear case argued for private Business Development Companies (BDCs) and interval funds is that they face a prolonged period of redemptions, asset gating, and a tough fundraising environment.”
Core thesis · 5/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 04:30
Private credit faces rising redemptions and defaults
“The bearish case argued for private credit is that rising redemption requests and credit downgrades will lead to a higher cost of capital and tighter lending standards.”
In depth · 4/5Verify in source →
17 JULTHE JULIA LA ROCHE SHOW · 07:15
Private credit faces a slow-motion Lehman moment
“The guest argued that non-bank private credit sponsors face severe systemic liquidity risks as redemption requests rise and refinancing markets tighten.”
In depth · 4/5Verify in source →
17 JULMONETARY MATTERS WITH JACK FARLEY · 08:10
Alternative asset manager equities face sentiment headwinds
“The guest argued that publicly traded alternative asset managers (GPs) are becoming an interesting contrarian watch as negative sentiment peaks over redemption caps.”
Substantive discussion · 3/5Verify in source →
17 JULTHE JULIA LA ROCHE SHOW · 02:25
Private credit faces slow-motion wreck and redemptions
“The guest argued that the private credit sector is a slow-motion train wreck with potential for a 'Lehman moment' due to liquidity demands and rising redemptions.”
In depth · 4/5Verify in source →
17 JULCOMMODITY CULTURE · 06:45
Private credit market faces structural collapse
“The guest argued that the private credit market is highly distressed and vulnerable to a systemic collapse due to hidden asset devaluations and rising redemption gates.”
Substantive discussion · 3/5Verify in source →
16 JULCAPITAL ALLOCATORS · 11:20
Private asset demand outstrips high-quality origination capacity
“The guest argued that the primary constraint on the alternative asset management industry over the next five years will be the sourcing and origination of high-quality, bespoke private assets rather than raising capital.”
In depth · 4/5Verify in source →
16 JULCAPITAL ALLOCATORS · 03:05
Co-investment alignment changes the client risk dialogue
“The guest argued that managing a large captive insurance balance sheet alongside third-party capital shifts the relationship from selling products to co-investing.”
In depth · 4/5Verify in source →
16 JULCAPITAL ALLOCATORS · 00:00
Bespoke private investment grade debt structures corporate capital
“The guest argued that private investment grade (IG) debt offers large corporate issuers a flexible, bespoke alternative to rigid public bond markets and expensive equity.”
In depth · 4/5Verify in source →
16 JULCAPITAL ALLOCATORS · 08:30
Liquidity mismatch in semi-liquid private equity
“The guest argued that semi-liquid private equity products designed for retail and wealth channels carry profound liquidity mismatch risks due to structurally depressed realizations.”
Substantive discussion · 3/5Verify in source →
16 JULCAPITAL ALLOCATORS · 01:03
Global industrial renaissance drives massive CapEx demand
“The guest argued that an unprecedented CapEx cycle driven by the energy transition, digital transformation, and reglobalization requires an 'all of the above' capital strategy.”
Substantive discussion · 3/5Verify in source →
16 JULCAPITAL ALLOCATORS · 05:45
Active management shifting to private equity skills
“The guest argued that traditional active stock-picking is structurally broken, and the future of active management lies in applying private equity-style oversight to diversified, lower-leverage public portfolios.”
Substantive discussion · 3/5Verify in source →
16 JULCAPITAL ALLOCATORS · 04:45
Commercial real estate repricing creates selective opportunities
“The guest argued that after years of being overvalued, commercial real estate has repriced to levels that make the asset class attractive again.”
Substantive discussion · 3/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION