Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57
The Real Eisman PlaybookShow Notes
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On episode 57 of The Real Eisman Playbook, Steve Eisman sits down with Chris Edson, partner and global head of origination at Apollo, to get a firsthand look at what's going on inside one of the world's largest private credit operations. Chris breaks down why Apollo's exposure to software is among the lowest in the industry and why the private credit panic in the press tells only a small part of a much larger story.
00:00 - Sign Up For Our Mailing List!
00:41 - Intro
02:18 - What is Going On with Private Credit?
09:25 - Apollo's Exposure to Software
11:41 - Apollo's Origination Platform
20:38 - The Top 3 Platforms
25:30 - Apollo's Competitors
28:35 - Is the Industry Getting Sloppy?
31:02 - Apollo's Biggest Criticism
33:53 - Potential Credit Cycle
37:34 - Credit Funds
40:05 - Transparency & Disclosure
41:35 - Closing Thoughts
42:45 - Outro
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