Apollo's Zelter on Fourth-Quarter, Credit, Strategy

The video discusses the performance of markets, focusing on credit strategies and their impact on business. It highlights the role of credit in the economy, the influence of inflation, and the stability of credit markets. The discussion extends to leverage in Wall Street, noting the discipline in lending practices. The video concludes with an exploration of global investment trends, emphasizing the demand for yield strategies and the role of private credit in investor strategies.

How does the speaker view the role of leverage in Wall Street currently?

What challenges does the speaker identify regarding the alternative investment landscape?

In what ways are pensions adapting to the current investment environment?