The Meb Faber Show - Better Investing · The Idea Farm

Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583

·49 min·4 clips
Why tariffs force companies to divert cash into a working capital trap, risking small business survival.
Meb Faber interviews Alex Wright of Apollo about the role of private markets in modern portfolios, covering tariffs' impact on working capital, lofty public market valuations, and opportunities in private equity, credit, and infrastructure. They discuss diversification benefits, manager selection, and the democratization of private market access.

As heard by us

Private markets feel less abstract once the focus turns to access, liquidity, and fund structure.

Alex Wright, a partner and global wealth strategist at Apollo, makes a straightforward case for private markets as a portfolio alternative when public valuations feel stretched.

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Why you'd press play

Hear how private markets are being opened up beyond the usual institutional crowd.

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