I suggest Apollo holders take a look at this article: linkedin.com/pulse/athe….

It’s a detailed analysis of Athene’s risks by a knowledgeable economist who has dedicated a significant amount of time to this. At first glance, it looks plainly scary. After going through it more carefully, I found myself agreeing with certain concerns while questioning others.

Still, this is the first piece I’ve seen that digs into Athene’s risk profile at this level of depth. It may deserve a post—or at least a discussion—if readers are interested. Let me know your thoughts.