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Apollo Global ManagementIndustry prediction

Private Equity FunCast discusses Apollo Global Management: industry prediction

Source

Private Equity FunCastSep 2, 2026

Private Equity FunCast

What's Wrong in Private Equity (w/ Lee McCabe)

What was said

Apollo Global has been writing a bunch of research this year on what the new version of private equity looks like. And it looks a lot like the 1990s. They're calling it back to basics. It's all about differentiating yourself on the buy, the build, and the exit.

pefuncast.libsyn.com/whats-wrong-in-private-equity-w-lee-mccabeRead the full source

Quotes from the episode

  • “Apollo Global has been writing a bunch of research this year on what the new version of private equity looks like. And it looks a lot like the 1990s. They're calling it back to basics. It's all about differentiating yourself on the buy, the build, and the exit.”

    Devin MathewsPrivate Equity FunCastView

  • “From 2010 to 2021 Apollo would say two of the value creation the returns were driven by leverage and multiple expansion No longer available”

    Devin MathewsPrivate Equity FunCastView

  • “if AI succeeds, we will get a massive improvement in productivity. And as a result of that, we'll get a very significant decline in inflation. And therefore, also in 2027, we could get that interest rate could come down very quickly.”

    Devin MathewsPrivate Equity FunCastView

  • “if AI fails and if AI does not deliver the significant returns, obviously then NASDAQ will go down dramatically. Equity investors will take their money into rates. And in that scenario, rates will actually also be going down.”

    Devin MathewsPrivate Equity FunCastView

Extracted by Autobound

From the Signal API record
Signal
Industry prediction

What this signalsWhat leaders say on podcasts often shows their current priorities.

Podcast
Private Equity FunCast
Speaker
Devin Mathews
Speaker role
Third party
Event date
2026

Latest signals at other companies

The full record

From the Signal API record

People

  • Devin MathewsSpeaker (third party)

Details

Timing
Ongoing state
Recorded at estimate
2026-08

Extraction

Detected
Sep 7, 2026
signal_type
podcast-company
signal_subtype
industryPrediction

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The API returns more than this page shows

This page shows a preview. The full podcast-company record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/8678eb48-29dc-5ebe-8fcf-69902f2e3a59 returns this record as JSON. POST /v1/companies/enrich returns every signal for apollo.com.

{
  "signal_id": "8678eb48-29dc-5ebe-8fcf-69902f2e3a59",
  "signal_type": "podcast-company",
  "signal_subtype": "industryPrediction",
  "detected_at": "2026-09-07T04:03:48+00:00",
  "company": {
    "name": "Apollo Global Management",
    "domain": "apollo.com"
  },
  "data": {
    "is_ad": false,
    "quotes": [
      "Apollo Global has been writing a bunch of research this year on what the new version of private equity looks like. And it looks a lot like the 1990s. They're calling it back to basics. It's all about differentiating yourself on the buy, the build, and the exit.",
      "From 2010 to 2021 Apollo would say two of the value creation the returns were driven by leverage and multiple expansion No longer available",
      "if AI succeeds, we will get a massive improvement in productivity. And as a result of that, we'll get a very significant decline in inflation. And therefore, also in 2027, we could get that interest rate could come down very quickly.",
      "if AI fails and if AI does not deliver the significant returns, obviously then NASDAQ will go down dramatically. Equity investors will take their money into rates. And in that scenario, rates will actually also be going down."
    ],
    "timing": "ongoing_state",
    "speaker": "Devin Mathews",
    "evidence": "Apollo Global has been writing a bunch of research this year on what the new version of private equity looks like. And it looks a lot like the 1990s. They're calling it back to basics. It's all about differentiating yourself on the buy, the build, and the exit.",
    "headline": "Apollo Global Management · industryPrediction · ongoing_state (2026)",
    "episode_id": "59877071468",
    "event_date": "2026",
    "episode_url": "https://pefuncast.libsyn.com/whats-wrong-in-private-equity-w-lee-mccabe",
    "podcast_name": "Private Equity FunCast",
    "published_at": "2026-09-02",
    "episode_title": "What's Wrong in Private Equity (w/ Lee McCabe)",
    "date_confidence": "inferred",
    "event_date_text": "this year",
    "speaker_relation": "third_party",
    "transcript_source": "transcript",
    "recorded_at_estimate": "2026-08"
  }
}

Long text fields are shortened on this page.

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