About this episode
Jim Zelter, Apollo Asset Management Co-President, says this is a 'golden era' for private credit. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, expects the US to dodge recession. Luke Tilley, Wilmington Trust Chief Economist & Head of Asset Allocation and Former Philadelphia Fed Economic Adviser, says there's a 50/50 chance of a soft landing versus a mild recession. Kathryn Rooney Vera, Bulltick Capital Markets Head of Global Macro & Chief Investment Strategist, says US recession is not priced in the equity markets. See omnystudio.com/listener for privacy information.