Apollo's Marc Rowan on Geopolitics and Global Markets

Group 1 - The current geopolitical situation, particularly the conflict in Iran, is causing market disruptions, but overall economic indicators remain strong with high employment and significant capital spending [1] - Government policy is described as very accommodative, with capital markets being open, which traditionally accounts for 95% of market concerns; however, geopolitical issues, government borrowing, capital market excesses, and technological changes now account for an additional 30% of concerns [2] - The current confrontation with geopolitical issues is seen as a necessary problem that needed addressing, and the fact that it is being dealt with now is somewhat reassuring despite the instability [3]