The View From Apollo
Torsten Slok
The View from Apollo delivers timely market insights from the Chief Economist of Apollo Global Management, Dr. Torsten Slok. The podcast features in-depth conversations between Slok and a rotation of Apollo’s thought leaders, each bringing their unique perspectives on current macroeconomic trends, the impact to various businesses, and what it all means for investors. Torsten, a top-ranked analyst who studied at University of Copenhagen and Princeton University, frequently appears in the media offering his takes on important economic trends. Apollo Global Management is one of the largest alternative investment managers in the world, with a value-oriented approach to investing in asset classes including private equity, credit and real assets. Learn more at www.apollo.com.
Episodes
Mentioned books
10 snips
Jan 16, 2025 • 28min
Can Private Markets Be the Alternative to Lofty Public Market Valuations?
In this enlightening discussion, Alex Wright, a Partner and Global Wealth Strategist at Apollo Global Management, reveals insights on navigating elevated public market valuations. He emphasizes the essential role of private markets in diversifying wealth portfolios, particularly through private credit and equity. The conversation touches on investment resilience as 2025 approaches, spotlighting infrastructure as a crucial asset class and the exciting opportunities in AI-driven data centers. Beyond finance, Alex and his co-host share personal holiday highlights and a passionate love for soccer.
17 snips
Dec 16, 2024 • 53min
2025 Economic Outlook: Firing on All Cylinders
Torsten Sløk, Apollo's Chief Economist, shares his insights into the 2025 Economic Outlook, focusing on a projected 2.3% GDP growth and a low unemployment rate of 4.3%. The discussion highlights the resilience of the U.S. economy and the role of AI in driving productivity. Geopolitical tensions and their impact on economic stability are explored, with a cautious optimism due to recent de-escalations. Sløk also addresses the effects of rising government deficits on interest rates and the changing dynamics of consumer spending.
Nov 13, 2024 • 34min
Private Credit Investing in a Post-Fed Rate Cut World
Jim Vanek, partner and co-head of Global Performing Credit at Apollo, dives into the shifting landscape of credit markets amid recent Fed rate cuts. He discusses the proactive refinancing strategies companies are employing as they face a maturity wall. The conversation highlights emerging opportunities in private credit and the impact of political changes on macroeconomic conditions. Personal anecdotes about literature and travel add a unique touch, intertwining exploration with market insights, making for an engaging listen.
Oct 17, 2024 • 29min
Real Estate: Is This the Entry Point We’ve All Been Waiting For?
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.
9 snips
Sep 20, 2024 • 45min
The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets?
Join JP Vicente, Global Head of Content Strategy at Apollo, and Torsten Slok, Chief Economist, as they dissect the Federal Reserve's recent 50 basis point rate cut. They delve into the implications for US economic growth and inflation, discussing the delicate balance between labor market strength and inflation targets. The duo also analyzes the impacts on financial markets, touching on the challenges of inflated asset values. Plus, enjoy a lighthearted moment with summer concert recommendations for music lovers!
Aug 2, 2024 • 28min
Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara
Listen to Apollo Chief Economist Torsten Sløk and Matt O’Mara, partner in Apollo’s Insurance Solutions Group, discuss how the structured nature of private market transactions can help align risk levels and returns, and how that dynamic is helping risk premia hold up in private markets.
Jul 16, 2024 • 25min
The Search for Risk Premium with Apollo Strategist Alex Wright
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.
Jun 26, 2024 • 49min
Mid-Year Outlook: An Unstable Economic Equilibrium
Listen to Apollo’s Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Sløk discuss the precarious outlook for the US economy as policymakers try to tame inflation without sending the economy into recession. It’s a wide-ranging conversation that includes the outlook for GDP growth, inflation, interest rates, and consumer spending.
May 23, 2024 • 32min
Real Estate: Opportunities and Risks in an Unprecedented Market
Randy Anderson, Partner at Apollo, discusses the impact of rising interest rates on the US real estate market, highlighting opportunities in debt and equity investments. They explore strategies for navigating investments in a higher rate environment, including diversification across sectors. Challenges in the real estate market are addressed, with proposed solutions like public-private partnerships. Personal recommendations and insights outside of real estate are also shared, along with a disclaimer for listeners.
4 snips
May 8, 2024 • 24min
Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
Listen to Apollo Chief Economist Torsten Slok speak with Matt O’Mara, Partner in Apollo’s Insurance Solutions Group, about how alternative investments can help mitigate volatility at a time of high asset-class correlation, and how adding alternatives with a focus on factors such as cash-flow generation and valuation can make portfolios more resilient.
