Apollo’s Rowan Warns of Shakeout Coming for Private Markets | Bloomberg
"Normally [macro factors are] 95% of what you need to worry about. But now... it’s only 70%. The other 30% is geopolitics, government borrowing, excesses in capital markets, and technological change." - Mark Rowan (On shifting market disruptors) [00:00:52]
"We are essentially spending every dollar since the creation of fire. And we're doing it all at once." - Mark Rowan (On the scale of global infrastructure, AI, and energy spending) [00:06:21]
References
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