The View From Apollo

Latest Episodes:

How to Think About the Role of Private Capital in the Clean Transition Nov 01, 2023

Show notes

Listen to Apollo Chief Economist Torsten Sløk speak with Olivia Wassenaar, Head of Sustainability and Infrastructure at Apollo, about the outsized and unprecedented investment required for the clean transition. Olivia and Torsten acknowledge the scale and cost of the climate crisis while also voicing optimism about the power and potential of public and private capital in addressing these challenges.

How Important Is Vintage in Private Credit Investing Today? Sep 05, 2023

Show notes

Listen to Apollo Chief Economist Torsten Sløk talk to Jim Vanek, Co-Head of Global Performing Credit, about what’s happening in the credit markets, potential opportunities in private credit, and what to watch out for. Jim and Torsten engage in a wide-ranging discussion of the economy, the credit markets, the importance of vintage, and delve into details around potential opportunities in private credit.

Can Alternatives Replace Public Equity? Aug 01, 2023

Show notes

Listen to Chief Economist Torsten Sløk talk with Matt O’Mara, a Partner in Apollo’s Insurance Solutions Group, and Keith Black, Adjunct Faculty at the University of Massachusetts, about the concept of public equity replacement. Drawing from the work presented in their latest white paper, Matt and Keith argue how a portfolio of alternatives can keep the positive traits of public equity while mitigating its vulnerabilities. Learn how, why, and much more in this thought-provoking episode.

Mid-Year Outlook: What’s next for the US economy, inflation, and the Fed? Jul 07, 2023

Show notes

Listen to Chief Economist Torsten Sløk discusshis mid-year outlook for the economy, markets, and rates. In a broad-ranging conversation with Global Head of Content StrategyJ.P. Vicente, Torsten argues that the economic outlook has worsened over the past six months, and the question now is whether we will see a soft landing or a hard one. Also, he provides his views on inflation, what’s next for the Fed, China’s outlook, and what it all can mean for investor portfolios.

Private Credit Investing in Times of Uncertainty Mar 22, 2023

Show notes

Listen to Chief Economist Dr. Torsten Slok and Co-Head of Global Performing Credit business Jim Vanek discuss the state of private credit markets, current opportunities, and the outlook for the asset class.

The Current State of Real Estate: A Look at the US Market Dec 06, 2022

Show notes

In the latest episode of “The View from Apollo” our Chief Economist, Dr. Torsten Slok, speaks with Philip Mintz, a Partner and co-head of Apollo’s Real Estate business. Tune in to hear Torsten and Philip’s thoughts on the state of the market today as the Federal Reserve and other key global central banks continue to tighten monetary conditions, changing public and private real estate valuations after massive dislocations in capital markets, their views on distressed investing, and much more.

Why Alternatives? Sep 20, 2022

Show notes

Check out the latest episode of “The View from Apollo” where our Chief Economist, Dr. Torsten Slok, speaks with Matt O’Mara, Partner and Portfolio Manager here at Apollo.

In this episode you’ll hear Torsten and Matt’s thoughts on why investors should be moving beyond the public markets and incorporating alternatives into their investment portfolios. Is the 60/40 portfolio dead? Tune in to find out.

A Closer Look at Private Credit Jul 06, 2022

Show notes

Check out the latest episode of “The View from Apollo” where our Chief Economist, Dr. Torsten Slok, speaks with Jim Vanek, Partner and Co-Head of Global Performing Credit at Apollo.

In this episode you’ll hear Torsten and Jim’s insights on opportunities in private credit and how rising interest rates are impacting the private lending market.

How should I be positioned? Jun 21, 2022

Show notes

Apollo’s Chief Economist Torsten Slok recently joined the UBS On-Air: Market Moves podcast for an episode titled: How should I be positioned? Over the course of the conversation with Jason Draho (Head of Asset Allocation Americas with the UBS Chief Investment Office) Torsten discussed:

The current macroeconomic environment
The likelihood of a recession
How elevated inflation is likely to impact monetary policy over the next few quarters, and
Asset allocation options against the current macroeconomic backdrop of high inflation, rising rates, and ongoing market volatility.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected