Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583

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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