Today’s guest is Alex Wright, Global Wealth Strategist at Apollo.

In today’s episode, Alex discusses the fragility of public markets, citing high valuations, rising correlations, and limited diversification opportunities, which prompt a need to reassess traditional 60/40 portfolios. Then he walks through the opportunity in private markets, including private equity, private credit and infrastructure.

Alex explains why private assets can offer a potential pathway to enhanced diversification and capture opportunities in an expanding and evolving investment universe.

(0:00 ) Starts

(1:58 ) Alex's market overview and economic outlook

(4:08 ) Public market valuation

(15:07 ) Private markets potential

(24:42 ) Private equity and credit opportunities

(36:37 ) Comparison of public and private opportunities

(40:16 ) Infrastructure investment opportunities

(42:26 ) Alex's most memorable investment

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Past guests include ⁠Ed Thorp⁠, ⁠Richard Thaler⁠, ⁠Jeremy Grantham⁠, ⁠Joel Greenblatt⁠, ⁠Campbell Harvey⁠, ⁠Ivy Zelman⁠, ⁠Kathryn Kaminski⁠, ⁠Jason Calacanis⁠, ⁠Whitney Baker,⁠ ⁠Aswath Damodaran⁠, ⁠Howard Marks⁠, ⁠Tom Barton⁠, and many more. 

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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠).

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