Wall Street Rollup(@WallStRollup):Apollo President Jim Zelter: America's next industrial buildout won't fit the old capital playbook. Investment-grade issuance now rivals US Treasury net issuance as companies raise trillions for AI, energy, and factories, and Zelter argues public bonds, banks, insurance, and private credit are now complements rather than substitutes. Full piece:

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2026.08.26 18:04

Apollo President Jim Zelter: America's next industrial buildout won't fit the old capital playbook. Investment-grade issuance now rivals US Treasury net issuance as companies raise trillions for AI, energy, and factories, and Zelter argues public bonds, banks, insurance, and private credit are now complements rather than substitutes. Full piece:

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