Marc Rowan, First Republic, Stagflation, and AI (Podcast)

Marc Rowan, First Republic, Stagflation, and AI (Podcast)

56:002023-05-01

Om episode

Sonali Basak interviews Apollo Global Management CEO Marc Rowan at the Milken Conference in LA. Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk JPMorgan’s acquisition of First Republic and outlook for regionals. Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, discusses the outlook for markets and the potential for stagflation in the US. Tim Urbanowicz, Head of Research and Investment Strategy at Innovator ETFs, joins the program to talk ETF investing and flows. Krishna Gupta, Chairman at Presto Automation (NASDAQ: PRST), joins to discuss AI tech outlook and opportunities. Pat Gallagher, CEO of Gallagher Insurance (Arthur Gallagher & C. NYSE: AJG), joins the program to discuss earnings, the insurance industry, and outlook in 2023. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oppdag

Mer

  • Om informasjonskapsler
  • Generelle vilkår
  • Personvernerklæringexternal link
logo
redaktorsansvar

Podme arbeider etter Vær Varsom-plakatens regler for god presseskikk. Ansvarlig redaktør og daglig leder er Kristin Ward Heimdal. Redaktør for eksterne innholdssamarbeid er Mathias Thaulow Lisberg.

© Podme AB 2025