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Jim Zelter Talks AI Capex, ‘Higher for a While’ Rates
Episode September 16, 2026 14 min 12s

Jim Zelter Talks AI Capex, ‘Higher for a While’ Rates

From Bloomberg Talks • Bloomberg

Apollo Global Management President Jim Zelter discusses the firm’s partnerships with the New York Yankees and Nvidia, the “unprecedented” scale of the AI capex markets, and why he believes “rates are going to be higher for a while.” He speaks with Bloomberg's Jonathan Ferro.

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