Apollo's CEO on Real Estate, Banks, Markets

The transcript discusses the interest of private equity in regional banks, the ongoing banking crisis, and the future of the banking system. It highlights the challenges in commercial real estate due to rising interest rates and compares the risks in public and private markets. The conversation also covers investment strategies, potential regulatory impacts, and trends in credit markets, emphasizing the need for regional banks to adapt to technological changes.

In what ways has the banking system changed since the 2008 financial crisis?

What factors contribute to the valuation of commercial real estate in the current market?

What are the risks associated with the mismatch between liquid assets and liabilities?

How do you see the future of credit markets evolving in light of recent banking challenges?