Apollo Global Management
Asset management companywww.apollo.com
487
MENTIONS
201
EPISODES
126
PODCASTS
Search complete. 487 mentions across 201 episodes found for "Apollo Global Management".
Nov 3, 2026
Joe LynamHOST
Now, I don't suppose you heard the news headlines or business headlines I was reading out.
Joe LynamHOST
Apollo Global Management said that AI had so far provided zero payoff to companies outside the seven largest tech companies, which includes obviously Google.
Sandeep KhannaGUEST
I've literally just gotten up and getting my first cup of coffee.
Sandeep KhannaGUEST
We are working with customers where they are seeing threefold or fivefold impacts, both in Irish as well as other geographies.
Joe LynamHOST
Speaking at the Central Bank's Financial Systems Conference, he said that from a financial stability perspective, stretch valuations remained a concern and that a correction in the market would not be a surprise.
Joe LynamHOST
Last week, the chief economist at Apollo Global Management said that despite significant investment in AI, so far it had provided zero payoff to companies in the U.S. outside of the seven largest tech firms.
Joe LynamHOST
The London Times reports that British food standards will align with the EU for the first time since Brexit, under plans set to be ratified at a pivotal summit this month.
Joe LynamHOST
Food products will no longer need to display warnings that they are not for EU, which have been some of the most visual reminders of Brexit.
CorrineHOST
The speed and scale of the $6.3 billion Binance heist has left the cryptocurrency industry reeling, renewing questions about the safety of storing digital assets.
CorrineHOST
A fund run by Aries Management is buying the $2.5 billion fund MFIC from one of its largest competitors, Apollo Global Management.
CorrineHOST
After years of consumer complaints about overcharging, Dollar Tree's pricing is drawing scrutiny from the Federal Trade Commission.
CorrineHOST
Prediction markets companies, which make confident claims about their accuracy on elections, have been plagued by recent misses.
CorrineHOST
The speed and scale of the $6.3 billion Binance heist has left the cryptocurrency industry reeling, renewing questions about the safety of storing digital assets.
CorrineHOST
A fund run by Aries Management is buying the $2.5 billion fund MFIC from one of its largest competitors, Apollo Global Management.
CorrineHOST
After years of consumer complaints about overcharging, Dollar Tree's pricing is drawing scrutiny from the Federal Trade Commission.
CorrineHOST
Prediction markets companies, which make confident claims about their accuracy on elections, have been plagued by recent misses.
Dan KentHOST
yeah
Simon BelangerHOST
so we talked about so there is one thing that came out here SpaceX recently I think must tweeted that over the weekend or last week but they secured 40 billion in essentially leasing arrangement with Apollo Capital and a few other private credit firms so essentially the way there's not much details just out yet so there's the details are still being finalized but essentially they would be leasing GPUs and infrastructure from these private credit firms for the amount of 40 billion dollars so there still needs to be more information that comes out but they also said they would be spending like i mentioned 35 to 40 billion capex in q4 alone so that 90 billion in cash i mean it doesn't sound like a whole lot when you're saying you're going to be spending close to half of it in one single quarter so yes the They have a net cash position because they currently have 40 billion and roughly in debt right now.
Simon BelangerHOST
But at the same time, you can really just do the mental math.
Simon BelangerHOST
They're at 1.7 gigawatts.
speaker_0NARRATOR
Looking ahead to tomorrow, there are several notable companies set to report Q3 earnings.
speaker_0NARRATOR
Pfizer, Marathon Petroleum, and Apollo Global Management are amongst notable names reporting before market open.
speaker_0NARRATOR
Meanwhile, Advanced Micro Devices, Block, and Supermicro Computer are amongst those reporting post-market close.
speaker_0NARRATOR
That's it for the FactSet Evening Market Recap.
Marc RowanGUEST
Um, of a scale that we never could have imagined.
Alan MurrayHOST
And as you have suggested in this conversation, part of that is because of how you're playing in the market, but part of it you believe is because of the unique culture of Apollo.
Alan MurrayHOST
And I know you've been very intentional in building that culture.
Alan MurrayHOST
Tell us a little bit about what it is.
Marc RowanGUEST
So what it is, it's hard to encapsulate, but we've had a negotiation amongst our partners because as we've gotten to our size and scale, What makes Apollo Apollo? When we bring in a young person, it's very easy for them to understand both our culture and to do business.
Marc RowanGUEST
When we bring you in after 15 or 20 years in another institution, we can train you to do business, but how do we teach you the softer side of our culture? So after a pretty healthy discussion, we've put on our website, What Makes Apollo Apollo? And it boils down in my mind to six things.
Marc RowanGUEST
To start with the one you were on, principle mentality.
Marc RowanGUEST
We do not sell anything to a client that we do not own.
Tom WhiteGUEST
You know, that's going to be competition coming in this space.
Tom WhiteGUEST
and i think maybe the build out you know as far as satellites that are already going to be up there and they're going to add more and this maybe opens up even more competition and not just domestically but globally also so yeah you've seen pressure in the telecom names based on that but you know spacex has other problems they're raising capital continuing to push out their xai and they need capital for that they secured 40 billion dollars in a partnership with the Apollo Global just last week.
Tom WhiteGUEST
So, yeah, not surprising that this could take place as SpaceX goes after more wireless spectrum at this point.
Tom WhiteGUEST
But watch the legacy telecom names.
Adam JacobHOST
Apollo, let me get the right name of it.
Adam JacobHOST
Apollo Global Management posted an interesting paper on the macroeconomic trend, essentially saying, despite the huge investment and widespread hype around AI, it has delivered zero financial payoff to corporate America outside of tech.
Adam JacobHOST
Basically, revenue per worker is rising for the Magnificent Seven.
Adam JacobHOST
And for the entire rest of the S&P, so the S&P 493, which I'd never seen put that way, but I think is a delightful way to distinguish the Magnificent Seven from everybody else, is that they're flat.
AlexHOST
However, tech policy analysts caution that developing humanoid hardware alongside a Chinese partner faces severe geopolitical crosscurrents, as tightening U.S. import restrictions on Chinese robotics models and heightened regulatory scrutiny around supply chain security could bottleneck Meta's broader consumer rollout.
BrunsonHOST
Finally, a new piece from Apollo Global Management's chief economist, Torsten Slocke.
BrunsonHOST
He shows historical relationships between interest rates, GDP, and price growth, and suggests that the Federal Reserve would need to raise the federal funds rate by approximately 275 basis points.
BrunsonHOST
taking rates from around 4% to 6.75% by late 2027, to successfully force CPI inflation back down to its 2% target.
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