The View From Apollo
The Search for Risk Premium with Apollo Strategist Alex Wright
Jul 16, 2024
Global Wealth Strategist Alex Wright from Apollo and Apollo Chief Economist Torsten Slok discuss strategies for finding risk premiums in a challenging financial landscape. They explore the impact of interest rate cuts on investments, the importance of seeking risk premiums for higher returns, and the growth of private credit markets. The conversation highlights the benefits of incorporating private assets into portfolios and the significance of smaller companies in the economy.
24:57
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Seeking risk premiums can enhance portfolios in high-rate environments.
- Private markets offer superior risk-adjusted returns and diversification opportunities.
Deep dives
Interest Rate Uncertainty and Capital Allocation
The podcast delves into the complexities that uncertainty about interest rates in the economy poses on capital allocation decisions. Discussing the attractiveness of certain market areas amidst the expectation of higher rates, the episode explores the importance of seeking risk premiums to enhance portfolios in a prolonged high-rate environment. The conversation highlights the importance of considering long-term trends beyond immediate rate cuts.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
