Apollo Says PE Firms Need to Return to Bargain-Hunting

The video discusses the current and future trends in interest rates, highlighting the Fed's strategy to maintain higher rates for longer to control inflation. It examines the impact of these rates on the private equity industry, noting that firms relying on cheap debt may struggle. The discussion also touches on the potential for industry consolidation as marginal players face challenges in raising capital.

What factors might influence the decision of the Fed to hold rates at current levels for longer?

What are the implications for firms that are not prepared for higher rates for an extended period?

How has the private equity boom in the last decade been affected by the current economic environment?

In what ways might private equity firms need to adapt to the changing financial landscape?

What challenges do marginal players in the private equity sector face in raising capital?