Apollo's Bet on Ultra-Wealthy Commands Wall Street Focus

The video discusses Apollo's record capital raise and its impact on market reactions, highlighting the performance of Apollo and KKR stocks. It compares market caps of asset managers like Apollo and BlackRock, focusing on their product strategies. The discussion also covers KKR's strategic fund approach and challenges in the private equity space, drawing parallels to the Berkshire model.

What trend are analysts and investors focusing on regarding Apollo and KKR?

What does the strategic decision to hold onto investments indicate about KKR's business model?