Apollo Global Management's Zelter Sees Delayed Recovery

The video discusses the economic impact of the pandemic, highlighting concerns about the credit cycle, zombie companies, and the Fed's response. It anticipates increased bankruptcies in 2021 due to high debt levels. The video also explores investment opportunities in the airline and commercial real estate sectors, emphasizing the importance of strategic capital placement.

What factors contributed to the rise in expected defaults in the US?

How do the challenges faced by commercial real estate differ from those in other industries?

What opportunities were identified in the airline industry during the crisis?