StarZero All shows Try the podcast clipper →

Apollo Global Management

also referred to as: apollo

21 statements across 5 episodes · 11 bullish · 0 bearish · 5 people on the record · first statement Dec 20, 2024 by Jared Kushner · said 74 times in 14 episodes since 2024 · across every show →

Mentions by year

brought up most by Patrick O'Shaughnessy (43), John Zito (21), Jeremy Giffon (2), Jared Kushner (2), Gavin Baker (2), Dylan Patel (1), Cliff Sosin (1), Caryn Seidman Becker (1)

tap a year for its mentions
00404808202420252026episodesmentions
048202420252026episodes it came up in
0054108202420252026episodesmentions per episode
2026 7 mentions in 5 episodes 1 per episode
2025 65 mentions in 8 episodes 8 per episode
2024 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Apollo Global Management, oldest first

Dec 20, 2024 bullish
Assertion Partly supported
Kushner: Phoenix Holdings manages over $150B with BlackRock, Ares, Apollo SMAs
“I mean, they manage over a hundred fifty billion dollars. They're doing SMAs now with BlackRock and Aries and Apollo and many others, and they have a very strong position in the market, phenomenal management team, and several business lines that I think are po…”
Jared Kushner Dec 20, 2024 ▶ 1:28:38 Jared Kushner - The Mechanic · Invest Like The Best
Apr 29, 2025 positive
Opinion
Sosin: Carvana's 2023 debt exchange did not save the business
“And that whole exchange happened in the summer of 23, and a lot of, sort of, the retelling of the story is, and by virtue of that exchange, they, like, saved the business. By that point, the data I was looking at said that everything was great. That was just k…”
Cliff Sosin Apr 29, 2025 ▶ 1:28:32 Investor Details Carvana's Wild Ride From -99% To Market Leader | Cliff Sosin Interview · Invest Like The Best
Jun 3, 2025 positive
Insight
Zito: Corporate Issuers Choose Private Credit for Off-Balance-Sheet Flexibility
“Typically off balance sheet. It doesn't go against their existing debt quantum, so it's typically off balance sheet, typically longer duration, typically flexibility in some sort of coupon and when it ramps, if it's a project that's ramping, we may give them a…”
John Zito Jun 3, 2025 ▶ 29:33 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025 neutral
Disclosure
Apollo Spent Nearly $10B Buying Origination Platforms From 2014 to 2022
“From 2014 to 2022, we spent just under ten billion dollars of our own capital buying our own origination.”
John Zito Jun 3, 2025 ▶ 17:44 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025 bullish
Assertion Supported
Apollo Raised Over 50% of Retirement Insurance Equity Since the GFC
“If you look at how much equity capital's been raised in the last, since the GFC, we're over 50% of total equity capital raised in retirement insurance businesses”
John Zito Jun 3, 2025 ▶ 17:17 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025 positive
Disclosure
Zito: Apollo's Atlas Platform Controls 280 Separate Lending Warehouses
“And now we control 280 separate warehouses. We're one of the go-to places to provide across all these different asset categories, and we control the front end.”
John Zito Jun 3, 2025 ▶ 57:11 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025 neutral
Insight
Zito: Asset Managers Cannot Easily M&A Their Way Into Credit Origination
“It's very hard to M&A your way into the business, because there's a origination culture that's been built here for 1520 years. I mean, just in credit. And to align yourself in a principle way, and to actually be able to talk, the origination isn't just having …”
John Zito Jun 3, 2025 ▶ 19:43 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025
Assertion Supported
Zito: Apollo deployed $10B across Hertz's bankruptcy ecosystem
“We put in ten billion dollars into the ecosystem across dip, secured, securitized product, pref, buying a business out of the platform.”
John Zito Jun 3, 2025 ▶ 1:08:08 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025 positive
Disclosure
Zito: Apollo Structured an $11B, 30+ Year Protected Deal for Intel
“How do you take a deal for like an Intel, eleven billion dollar deal for Intel and structure it in a way that's North of 30 years, really equity type capital, but where we feel like it's more debt side protected, you have to have some creativity to do that. Ca…”
John Zito Jun 3, 2025 ▶ 13:15 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025 neutral
Disclosure
Apollo Allocates Its $300B Athene Balance Sheet 95% to Investment Grade
“And with that brought on close to half our balance sheet, just over three hundred billion dollars today of our own balance sheet, which we're investing every day, 95% investment grade, five percent alternatives.”
John Zito Jun 3, 2025 ▶ 4:09 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025 positive
Assertion Not checkable as stated
Zito: Apollo is the biggest investor across most of its products
“We're the biggest investor in a vast majority of our products.”
John Zito Jun 3, 2025 ▶ 5:01 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025 bullish
Disclosure
Zito: Apollo Bought $750M-$1B More Carvana Bonds on the Way Down
“It went from us, you know, being a lead order in a JP Morgan syndicated deal in 22 to all of the bonds a year later trading at 30. Having bought another seven 50 to a billion of bonds on the way down.”
John Zito Jun 3, 2025 ▶ 58:03 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025 neutral
Assertion Supported
Zito: Apollo Led Creditor Co-op Representing 90% of Carvana Bonds
“So we were able to get 90% of the bonds on board. They launch this exchange. The exchange gets blocked.”
John Zito Jun 3, 2025 ▶ 1:01:24 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025
Assertion Not publicly verifiable
Zito: Apollo's hybrid credit-equity business has reached over $80B
“Our hybrid business is effectively the space between, you know performing credit and private equity, everything in between. And that's been a really fast growing segment for us at just over eighty billion dollars.”
John Zito Jun 3, 2025 ▶ 22:14 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025 bullish
Assertion Not checkable as stated
Zito: Apollo's Carvana Position Swung From -$500M to +$1B in Six Months
“That situation went from, you know, us being down half a billion dollars to up a billion dollars probably in a matter of six months.”
John Zito Jun 3, 2025 ▶ 57:49 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025 neutral
Disclosure
Apollo Employs 4,000 People to Originate Assets for Its Balance Sheet
“We built and hired in those businesses 4000 employees that originated assets on behalf of our balance sheet with companies that you don't know are Apollo, but they're Apollo Capital.”
John Zito Jun 3, 2025 ▶ 18:06 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025
Disclosure
Zito: Apollo Acquired $28B in Assets in Atlas Deal with MassMutual and Sovereigns
“We ended up winning that deal. It, we ended up taking on twenty-eight billion of assets. We brought in three partners, including MassMutual, to partner with us on the equity two sovereigns as well.”
John Zito Jun 3, 2025 ▶ 56:36 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025 bullish
Prediction Not checkable as stated
Zito: Principal-focused asset management models will beat agent-focused models
“We're building effectively a more merchant focused, principal focused, not agent focused asset manager. And we think that, that model's gonna win.”
John Zito Jun 3, 2025 ▶ 5:11 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 3, 2025 bullish
Disclosure
Zito: Apollo Has Executed Financing Deals for Intel, BP, and Air France
“And you look now we've done deals for BP, Air France, Venovia, Intel. The pipeline there is very large because people are realizing that they can get, well, first off, if you have a hundred billion dollars of debt and you're an investment grade company, doing …”
John Zito Jun 3, 2025 ▶ 28:24 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Jun 10, 2025 neutral
Assertion Supported
Apollo: 87% of firms with over $100M revenue are private
“Apollo came out, I think maybe today or yesterday with this interesting report that of the firms that have more than a hundred million dollars of revenue, 87% now just by count are private.”
Patrick O'Shaughnessy Jun 10, 2025 ▶ 35:56 The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
Jul 7, 2026 neutral
Opinion
Giffon: LBO Culture Remains Core to Apollo, Blackstone, and KKR
“Now that the Apollos and Blackstones and KKRs of the world you know, I think in a lot of cases the leveraged buyout is a very small part of what they do today, but I do think it's still like in the core culture.”
Jeremy Giffon Jul 7, 2026 ▶ 46:02 Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 60 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more