Marc Rowan on how Apollo’s differentiated strategy was built for this moment.
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Higher interest rates have contributed to a wholesale reset of valuations across the real estate market.
In 1964, a group of economists and policymakers warned the White House that a new technological revolution—what they called “cybernation”—would usher in an era of near-limitless production with progressively less need for human labor. The implication was clear: mass unemployment was not just possible, but inevitable.
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This podcast was originally released by Barron's on May 22, 2025.
On the At Barron’s podcast, Marc Rowan breaks down the structural shifts reshaping investing, why private markets are no longer the “alternative,” and how Apollo’s differentiated strategy and long duration capital were built for this moment.
“To the extent investors want alpha, and most investors do, they have had to step outside of public markets.”
Marc Rowan, CEO of Apollo Global Management
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