The View From Apollo

Latest Episodes:

Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next? Jun 27, 2025

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Listen to Apollo Chief Economist Torsten Sløk and Global Head of Content Strategy J.P. Vicente discuss the growing list of headwinds facing the economy, including tariffs, trade deal uncertainty, and geopolitical conflict. Torsten also explores potential implications for capital markets and much more.

Private Credit Investing in Volatile Times May 09, 2025

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Listen to Torsten Sløk, Apollo’s Chief Economist, and Jim Vanek, Partner and Co-Head Global Performing Credit, discuss why demand for private credit is expected to remain strong as the need for direct, larger, and more flexible financing is sticky and likely to be reinforced by economic uncertainty.

Credit Investing Amid Post “Liberation Day” Uncertainty Apr 11, 2025

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Listen to Apollo Chief Economist Torsten Sløk and Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, discuss the impact of the Trump administration’s new trade regime on credit markets. In an environment of heightened uncertainty and ongoing trade negotiations, what should be the focus?

Beyond 60/40: Private Assets in an Era of High Public Valuations Mar 10, 2025

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Listen to Apollo Chief Economist Torsten Sløk speak with Matt O’Mara, Apollo Partner and co-head of Apollo Aligned Alternatives, about how a combination of expensive public assets, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.

How Can Private IG Enhance Fixed Income Allocations? Feb 14, 2025

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Listen to Torsten Sløk, Apollo's Chief Economist and John Cortese, Partner and Global Head of trading at the Firm, explore a lesser-known area of private credit—Investment Grade Private Credit, or Private IG. In a wide-ranging conversation, they discuss what Private IG is, the key differences with public investment grade credit, secular drivers, its potential role in portfolios, and much more.

Can Private Markets Be the Alternative to Lofty Public Market Valuations? Jan 16, 2025

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Listen to Torsten Sløk, Apollo’s Chief Economist and Alex Wright, Partner and Global Wealth Strategist at the firm, discuss the role of private markets in diversifying portfolios against a backdrop of significantly elevated public market valuations.

2025 Economic Outlook: Firing on All Cylinders Dec 16, 2024

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Listen to Apollo Chief Economist Torsten Sløk discuss his 2025 Economic Outlook, with forecasts for GDP, inflation, and monetary policy. Plus: What are the implications for capital markets?

Private Credit Investing in a Post-Fed Rate Cut World Nov 13, 2024

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Listen to Apollo Chief Economist Torsten Sløk and Jim Vanek, Co-Head of Global Performing Credit at Apollo, discuss their views on what’s next for credit markets amid the Fed’s shift to easing monetary policy and the election of Donald Trump as the next US President.

Real Estate: Is This the Entry Point We’ve All Been Waiting For? Oct 17, 2024

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Listen to Apollo Chief Economist Torsten Sløk and Jess Lipsey, a Partner in the Real Assets Group at Apollo, discuss their views on what might come next for real estate in general and real estate equity in particular, in the wake of an aggressive rate cut by the US Federal Reserve.

The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets? Sep 20, 2024

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Listen to Apollo Chief Economist Torsten Sløk discuss his views on what the recent rate cut by the US Federal Reserve means for the future of US growth and inflation. Also: What impact will lower rates have on financial markets?

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