Jim Zelter Talks AI Capex, ‘Higher for a While’ Rates

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Recorded16 Sep 2026

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Show notes

Apollo Global Management President Jim Zelter discusses the firm’s partnerships with the New York Yankees and Nvidia, the “unprecedented” scale of the AI capex markets, and why he believes “rates are going to be higher for a while.” He speaks with Bloomberg's Jonathan Ferro.See omnystudio.com/listener for privacy information.

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