Ares CEO Tony Ressler on Trump, Markets, Investing

The transcript discusses the impact of political events, particularly under President Trump, on market volatility. It explores investment strategies in light of unexpected market stability, emphasizing the importance of high-quality assets. The discussion also covers economic policies, their relevance to the market, and opportunities in alternative asset classes like credit and private equity. Challenges in the retail sector, particularly with Neiman Marcus, are addressed, along with strategies for success. Finally, Ares Management's growth strategy and the potential for consolidation in asset management are explored.

What are the key areas of investment focus mentioned by the speaker?

How does the speaker view the future of retail investments based on past experiences?

What role does the speaker believe consolidation plays in the success of retail businesses?