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Jim Zelter, Sonic AI
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Jim Zelter
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Jim Zelter
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Jim Zelter of Apollo Global Management predicts that June will be a significant stress test for the investment-grade market.
Expert perspective
Bloomberg Host
Jun 4
Jim Zelter of Apollo Global Management believes that if a company as large as Alphabet cannot self-fund its AI CapEx, smaller companies will face significant financing challenges.
Expert perspective
Bloomberg Host
Jun 4
Jim Zelter predicts that the question of whether AI will be inflationary or deflationary will become clearer in 18 to 24 months.
Speculative
Jim Zelter
Jun 4
The scale a company must achieve to be a relevant public entity is now much higher than it was in the past, which negatively impacts smaller enterprises valued at $5 to $10 billion.
Expert perspective
Jim Zelter
Jun 4
Jim Zelter estimates that the combined capital raises of OpenAI, Anthropic, and SpaceX will exceed the historical annual average of $200 billion for equity issuance.
Expert perspective
Jim Zelter
Jun 4
There is currently a global shortage of long-duration investment assets relative to the long-duration liabilities of retirement pools.
Expert perspective
Jim Zelter
Jun 4
The U.S. Treasury has focused its financing on the short end of the curve, specifically in 1-to-5-year maturities, over the last 3 to 5 years.
Expert perspective
Jim Zelter
Jun 4
Apollo Global Management's strategy is to finance AI infrastructure, the "picks and shovels," rather than taking direct equity risk in AI companies.
Expert perspective
Jim Zelter
Jun 4
Apollo Global Management has been involved in structured chip financings that allow investment-grade companies to fund the purchase of chips for other companies, with risk amortized over 3, 5, or 7 ye...
Expert perspective
Jim Zelter
Jun 4
Jim Zelter predicts some companies participating in the current AI CapEx cycle will fail over the next 5 to 10 years due to non-resilient business models.
Expert perspective
Jim Zelter
Jun 4
Jim Zelter believes the true secular impact of the AI CapEx cycle on broad employment numbers will not be understood until around June of 2028.
Expert perspective
Jim Zelter
Jun 4
Jim Zelter predicts that inflation will remain a concern for the next one to two years.
Expert perspective
Jim Zelter
Jun 4
Jim Zelter predicts that net issuance in the U.S. investment-grade (IG) market will be higher than that of the U.S. Treasury market this year.
Expert perspective
Jim Zelter
Jun 4
The historical average for annual equity issuance from IPOs and other capital markets activity has been approximately $200 billion per year over the last 20 years, excluding the 2021 SPAC boom.
Expert perspective
Jim Zelter
Jun 4
Jim Zelter predicts the massive, long-duration global CapEx boom in sectors like AI will create a long-term "crowding out" effect, putting upward pressure on government debt yields globally.
Expert perspective
Jim Zelter
Jun 4
The combined capital expenditures of the "Magnificent Seven" tech companies this year will be larger than the entire U.S. Defense Department's spending.
Expert perspective
Jim Zelter
Jun 4
CEOs of non-tech companies are now actively seeking advice from firms like Apollo Global Management on how to fund their AI aspirations, a significant change from 24 months ago.
Expert perspective
Jim Zelter
Jun 4
Jim Zelter predicts that Alphabet's recent mandatory convertible bond issuance will be replicated by many other companies in the technology sector.
Expert perspective
Jim Zelter
Jun 4
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