HeyJaredThe View From Apollo
The View from Apollo takes you inside one of the world’s leading asset managers as it navigates changing markets and uncovers opportunity in private credit, private equity, real assets, and beyond.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 2, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
Can AI Earn It Back? The $2 Trillion Test and Other Forces Reshaping Markets and Portfolios (opens the original)
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Between now and 2030, roughly $5 trillion will be spent building the infrastructure for AI. To justify that investment, businesses and individuals will need to spend $2 trillion a year on AI services. Whether AI can earn back what's being spent on it is a defining question of this investment cycle, with impacts to be felt across debt and equity markets. Rob Bittencourt, who leads Apollo Thematic Investing, has spent his career tracking exactly these kinds of non-linear shifts. In this conversati
Sports as an Asset Class: The $2.5 Trillion Opportunity (opens the original)
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Apollo Sports Capital’s newly announced financing agreement with Yankees Global Enterprises represents a watershed moment for investing in sports. It also exemplifies Apollo’s strategic approach to the sports market. In this premier episode of The Allocation, Apollo Sports Capital CEO Al Tylis unpacks the forces driving sports as an investable asset class, including media rights, global fan engagement, hybrid financing demand and the evolution of team ownership. With the sports ecosystem now rep
The Allocation Trailer: Private Markets for the Total Portfolio (opens the original)
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The View from Apollo podcast is now The Allocation. From credit to equity and everything in between, The Allocation explores the role of private markets in portfolios across asset classes and market environments.
Hybrid: Rethinking Risk and Return (opens the original)
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Head of Hybrid Matt Nord shares Apollo’s view of hybrid as a risk-reward framework that can provide the flexibility to invest across the capital structure. He explains why demand for flexible capital solutions is growing and why investors are increasingly drawn to hybrid's combination of equity-like return potential and credit-like downside protection.
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