Zito: Generational Surge in Power, Defense, and Compute Spending Ahead
John Zito · How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best · Jun 3, 2025 · at 5:27
John Zito, Partner and Co-President of Apollo Asset Management, discusses macroeconomic megatrends driving massive global demand for multi-decade infrastructure financing.
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“We're about to go through this generational shift in power, infra, defense spend in Europe, it's been completely underspent and is needed globally. Everybody needs more compute. I don't think there's a debate on that.”
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