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@Noa__Legacy "$APO Q2 was - surprise - about origination $81B new deals (organic record) $61B inflows AUM at $840B Record FRE powered by record perpetual capital The machine is working hard: originate lock capital recycle repeat Well on track to reach 1.5T goal"
X Link @Noa__Legacy 2025-08-05T13:26Z 1965 followers, 2011 engagements

""What is private credit all about" $BX $APO Gray sees private credit not just as a yield play but a structural shift. His core idea is "farm to table" finance: cutting out the traditional bank stack to lend directly to real economy borrowers. This creates cleaner more scalable economics for originators like Blackstone + Apollo Its not just about earning a spread. its about owning the entire vertical: sourcing underwriting servicing. only a few can capture those economics at scale"
X Link @Noa__Legacy 2025-10-01T09:24Z 1967 followers, 1663 engagements