Joe Nigro

“Early to bed, early to rise, work like hell, and advertise” -Ted Turner

[Ivan Zhao @ivanhzhao]

https://t.co/fxHYR6S29D

[Patrick OShaughnessy @patrick_oshag]

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing.

We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy!

Timestamps
0:00 Intro
0:55 The Evolution of Capital Markets
2:58 Apollo's Growth and Market Innovations
7:12 Global Capital Markets and Geopolitical Shifts
10:56 Innovations in Financing and Investment Strategies
16:05 Athene
21:57 The Future of Asset Management & Market Trends
22:31 The Role of Fees and Business Models in Asset Management
33:33 The Impact of Liquidity and Market Structure
41:33 Apollo's Culture and Shareholder Value
48:22 The Future of Private and Public Markets
53:20 Building a Great Origination Platform
58:46 Case Study: Carvana
1:05:32 Case Study: Hertz
1:10:17 The Role of AI in Finance
1:14:24 Opportunities in Capital Markets
1:19:36 Finding Meaning in Finance
1:25:34 The Kindest Thing

[Finding Compounders @F_Compounders]

Recommended Read

Great piece by Warren Buffett

Why I Like to think of Stocks Like Farms

- Buffett talks about his two non stock investments and what we can learn from them

[Farnam Street @farnamstreet]

Andrew Carnegie built a steel empire through a stunningly simple principle: invest in what you know best.

He recognized that true wealth comes from mastering one domain and continuously reinvesting there. The ultimate competitive advantage isn't diversification, it’s depth.

[Maslow Capital @MaslowCap]

The future of HVAC isn’t just about keeping things cool or warm; it’s about smart, sustainable, and scalable solutions. And after attending AHR 2025, one thing is clear—this industry is heating up in the best way possible. Dad joke for the win! https://t.co/a2UMORNL48 @ahrexpo

[dharmesh @dharmesh]

I love APIs, but as we move towards a more agent-based world, I think we'll see forward-thinking products and platforms offer an interface that's built for agents.

Today, we have robots.txt and sitemap.xml support. They provide instructions to webcrawlers.

Tomorrow, I can imagine us having an agents.json file on websites that provides a description of how to "talk" to the agent interface and what features are supported.  Kind of like a discoverable REST API.

So, agents like OpenAI's Operator could then query that file first to see if there's an agentic interface, and if not, revert back to the less-optimal human-oriented one.

What'll be super-interesting is how agents will self-identify who they are and which human they're acting on behalf of -- hopefully, in a verifiable way. Sort of like OAuth for agents.

Fun times ahead!

[Vala Afshar @ValaAfshar]

AI is eating software.

[Maslow Capital @MaslowCap]

In the words of Charles Darwin, “It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change.”: https://t.co/qVluJw4pSy #AI #change #future #BusinessTips

[Maslow Capital @MaslowCap]

Turning Complexity into Competitive Advantage: https://t.co/cNgIPXQmvt

[Joe Nigro @joenigr0]

Winning Hearts and Minds https://t.co/U5oLDYIhTs

[Joe Nigro @joenigr0]

Electric Motors Are About to Get a Major Upgrade Thanks to Benjamin Franklin https://t.co/uibxqcDydp

[unusual_whales @unusual_whales]

Sam Altman says the most important ways people can prepare for the future of work is to learn to use AI tools and to create experiences, products and services that humans care about, rather than acquiring any specific knowledge, per tsarnick.

[Trung Phan @TrungTPhan]

The WSJ did most comprehensive breakdown of how Francis Ford Coppola self-financed the $137m budget for Megalopolis:

▫️In 2021, Coppola merged his winery with Napa-based Delicato Family Wines
▫️Merged business valued at $650m
▫️Secured a $200m line of credit from a bank using his remaining stake in winery (he sold a piece as part of merger)
▫️He filmed in Georgia and bought a Days Inn hotel for $4m to house the cast and crew (such a baller move)
▫️After generous Georgia film subsidies, the film production budget totalled $107m
▫️He is spending another $17m on distribution and marketing costs (and balance of funds on various other expenses)

***

Full article here: https://t.co/FcBfBZNHCV

[The Transcript @TheTranscript_]

$ORCL CTO Larry Ellison: "I went to dinner with @elonmusk, Jensen Huang..& I would describe the dinner as Oracle & me & Elon begging Jensen for GPUs. Please take our money....No, no, take more of it. You're not taking out enough. We need you to take more of our money, please"

[Joe Pompliano @JoePompliano]

Former Boston College lacrosse player Welles Crowther sacrificed himself to save as many as 18 people on 9/11. His story needs to be told every single year. He was a real-life superhero.

[Joe Nigro @joenigr0]

@DanielLockyer @levelsio Check out @fiy_ai to help you build a better way for your users to troubleshoot those guides! https://t.co/bVseorlZOs

[Naval @naval]

The real founder mode is not giving a damn.

[FIY.ai @fiy_ai]

"...No two industries are exactly alike, and neither are their troubleshooting needs. Our federated search API is highly customizable, allowing our partners to tailor the solution to their specific requirements...https://t.co/vXdp7jGuqw #genai #ai #cs #sales #support

[Joe Nigro @joenigr0]

@JoePompliano I wonder if there is a correlation to life expectancy in US vs EU https://t.co/VSvU9tSGDy @JoePompliano