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My conversation with Alex Robinson

My conversation with Alex Robinson

What 'done' looks like in private markets

Jan 23, 2026
Private equity is "not a growth business"

Private equity is "not a growth business"

What Apollo sees that others don't (yet)

Marc Andrew
Marc Andrew
Dec 15, 2025
Two clocks, one pipeline.

Two clocks, one pipeline.

and: introducing the Modern Capital podcast

Marc Andrew
Marc Andrew
Dec 4, 2025
The $22 trillion problem

The $22 trillion problem

Why private markets don't work like they should

Nov 21, 2025
The year is not 2008

The year is not 2008

risk in private credit doesn't cascade

Marc Andrew
Marc Andrew
Nov 13, 2025
The valuation data play

The valuation data play

$17 billion in transaction history has real value

Nov 6, 2025