Episode Details
| Title | John Zito - Inside Apollo - [Invest Like the Best, EP.426] |
|---|---|
| Date | 6/3/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $DATACENTERS - Invest in data centers due to increasing compute demands driven by AI, with significant growth potential and limited competition in financing large-scale projects.
- “Compute is the center of all of this, and the demands for compute will go up. The sizing of these mega data centers is astronomical. There's not frankly, there's only a few investors finance them with matched liabilities at the scale, and we're fortunate to be one of them.” - John (1:06:54)
- 🟢 $PE - 🔒
- 🟢 $DEFENSE - 🔒
- 🟢 $PRIVATEMKT - 🔒
- 🟢 $SPORTFIN - 🔒