The thing men care about most: the perimeter.

The private credit market ($1.6T) is about to experience a fundamental shift.
Apollo Global Management is building the first marketplace for trading these traditionally illiquid assets.

Here's why this matters for institutional investors 🧵

The Vatican just released a fascinating document on #AI. It’s a deep dive into what it means to be human in the age of machines.

50 funds. $13 trillion in assets.

Our visualization maps the world's largest pension and retirement funds - institutional giants whose allocation decisions shape the trajectory of global markets.

#fundraising #finance

#Tariffs start today, and the outlook for America and its allies is bleak.

Tariffs: A 200+ year case study in economic self-sabotage 🧵

Let's explore why history consistently shows tariffs harm everyone involved - even the countries that impose them.

41% of S&P500 revenues come from outside the US. That's $4 of every $10. The current narrative: "US strong, rest of world weak."The problem? A slowdown in Europe/China could hit S&P earnings harder than many expect.

Market narratives ≠ market realities

Chart via Apollo's Torsten Sløk
#stockmarket