The View From Apollo

Latest Episodes:

Inflation, Interest Rates and a Divergent Macroeconomic Environment May 25, 2022

Show notes

Torsten joined Nic Millikan on a recent episode of CAIS CXO to share his insights on global macroeconomics and their impacts on public and private markets.

Hear Torsten’s views on:

· Expediting investment cycles and fundraising in private equity

· Four factors primarily driving higher inflation

· Getting constructive on commodities and green energy

· The capital markets’ reaction to rising interest rates

· An end to global monetary easing (for now)?

· Three broad themes when considering investment opportunities

Making an Impact: The Future of Sustainable Investing May 03, 2022

Show notes

In this episode of The View from Apollo, we interview Dave Stangis, Partner at Apollo, and our Chief Sustainability Officer.

You’ll hear Dave’s views on:

How financial services firms are implementing (and measuring) sustainable practices
How ESG and clean energy capital commitments fit into Apollo’s investment process
How asset managers are staying ahead of changing regulations and pledges
The impact of COVID on sustainability considerations, and
Where Apollo is seizing opportunities in the space

Today’s Labor Market: What’s Working? Apr 04, 2022

Show notes

In this episode of The View from Apollo, we interview Susan Arthur, CEO of CareerBuilder, and Billy Milam, CEO of EmployBridge, two of Apollo funds’ portfolio companies.

You’ll hear their views on:

The current state of the labor market, employment rates, and inflation
How Covid and technology are shaping talent management
The Great Resignation, and
How volatility and geopolitical risks are impacting American jobs

Capitalizing on Opportunity in the Insurance Ecosystem Dec 07, 2021

Show notes

In this episode of The View from Apollo, we interview Matt Michelini, a Senior Partner at Apollo, head of our Asia-Pacific business and co-head of our Hybrid Value business.

You’ll hear Matt’s views on:

How Apollo is following its contrarian instincts in capitalizing on an exodus of capital from the insurance sector
How our traditional investment origination capabilities work with our insurance business
Apollo’s recent investments in Asia-Pacific financial services companies
The influence of regulatory change on Apollo’s insurance businesses globally
Matt’s thoughts on global opportunities in 2022 and beyond

Real Estate in 2021: A Global Opportunity Nov 29, 2021

Show notes

In this episode of The View from Apollo, we interview Philip Mintz, one of the co-leaders of Apollo’s real estate investment division in the United States and Asia.

You’ll hear Philip’s views on:

How Apollo tries to manage inflation risk in real estate portfolios
The precariousness of the Chinese real estate market
Why India is an underappreciated real estate investment market
Compelling real estate asset types in the U.S., including manufactured housing, refrigerated warehouses, and life sciences
How COVID-related back-to-work plans are impacting urban commercial real estate
And whether Philip would buy a Manhattan office building in 2021 (spoiler: he wouldn’t touch one with a ten-foot pole)

The View From Apollo Trailer Nov 05, 2021

Show notes

Welcome to The View from Apollo, a podcast hosted by Dr. Torsten Slok, Chief Economist at Apollo Global Management, where we discuss current macroeconomic trends and break down how they’ll impact investors.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected

Our TOPPODCAST Picks

Follow Us

Stay Connected

The View From Apollo

Related Podcasts

1

2

3

4

5

6