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Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57, Sonic AI
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Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57
The Real Eisman Playbook
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Apr 27, 2026
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45:31
Interview
Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57
From
The Real Eisman Playbook
Chris Edson
(Partner and Global Head of Originations, Apollo, guest)
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Executive Summary
The public perception of private credit is narrowly focused on high-yield LBO financing for software companies, a $1-2T market segment facing significant disruption from AI.
Apollo differentiates itself by operating in the broader $40T private credit market, focusing on diversified, asset-backed, and largely investment-grade lending through 16 specialized origination platforms.
Apollo's risk management strategy relies on its immense scale (originating $300B annually), diversification, and a model of "eating its own cooking" by holding 25-50% of originated loans on its insurance subsidiary's (Athene) balance sheet.
Contrary to the narrative of opacity, significant transparency exists via public regulatory filings for insurance companies like Athene, which list every single loan on their balance sheet.
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