The View From Apollo
Apollo Global Management
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
7 snips
Apr 5, 2024 • 33min
Private Credit Investing in a “Higher for Longer” Environment
Apollo Chief Economist Torsten Sløk and Jim Vanek from Apollo discuss private credit investing in a 'higher for longer' interest-rate environment. They cover topics like market conditions, growth in private credit, opportunities for investors, tightening credit spreads, geopolitical risks, rising interest rates impact on leverage and default rates, and evolving landscape of private credit investments.
Mar 8, 2024 • 32min
How PE Secondaries Can Enhance Diversification in Volatile Times
Listen to Apollo Chief Economist Torsten Sløk and co-head of Sponsor and Secondary Solutions (S3) Steve Lessar discuss how private equity secondary markets can create opportunities for investors seeking diversification in an environment where rates are seen higher for longer and public equity valuations remain lofty. It’s a wide-ranging conversation, covering different types of secondaries, how to deploy them in portfolios, and much more.
Feb 13, 2024 • 37min
Adjusting Portfolio Allocations Amid an Uncertain Outlook
Listen to J.P. Vicente, Apollo’s Global Head of Content Strategy for Client and Product Solutions and Alexander Wright, Partner and Global Wealth Strategist at the Firm, discuss the current state of the capital markets, including reading the Fed’s tea leaves, asset allocation in 2024, and the growing deployment of alternatives in wealth portfolios.
Dec 28, 2023 • 47min
What’s Next After the Fed “Pivot?”
Listen to Apollo’s Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Sløk discuss the implications of the Fed’s surprising December 2023 “pivot” and its potential effects on the economy and capital markets in 2024. It’s a wide-ranging conversation, covering the outlook for rates, inflation, consumer spending, corporate profits, bank lending, and a whole lot more.
Dec 5, 2023 • 31min
Where to Find Opportunities in a Shifting Economic Landscape?
Listen to Apollo Chief Economist Torsten Sløk and Vice Chairman of Global Real Estate Philip Mintz discuss where they see opportunities amid a still-volatile macroeconomic environment. They cover a lot: credit, equity, and real estate relative valuations; real-estate investments in the sunbelt and other “non-gateway” cities; what portfolio allocations might look like in 2024, and much more.
Nov 1, 2023 • 23min
How to Think About the Role of Private Capital in the Clean Transition
Olivia Wassenaar, Head of Sustainability and Infrastructure at Apollo, shares insights on the monumental investments required for the clean transition. She discusses the urgent need for private capital to address climate challenges and the potential of innovative technologies to drive change. The conversation explores U.S. legislative efforts aimed at stabilizing clean technology investments and the importance of sustainability in personal interests. Wassenaar also examines diverse investment strategies that can shape the future of carbon-free energy.
Sep 5, 2023 • 30min
How Important Is Vintage in Private Credit Investing Today?
Jim Vanek, Co-Head of Global Performing Credit at Apollo, shares his expertise on the evolving credit markets and the importance of vintage in investing strategies. He discusses the challenges posed by rising interest rates and inflation, emphasizing the need for conservative lending practices. The conversation highlights lucrative opportunities in large-cap investments and the resilience of specific sectors, particularly healthcare technology. Personal insights on significant reads round out the rich discussion on navigating today's financial landscape.
Aug 1, 2023 • 22min
Can Alternatives Replace Public Equity?
Listen to Matt O'Mara and Keith Black discuss the concept of public equity replacement. They explore the reasons why investors should consider alternatives, the benefits of a portfolio of private assets, and the performance of an equity replacement portfolio. They also discuss the importance of liquidity in investments and the challenges faced by smaller investors. The speakers share personal experiences and give recommendations on artistic endeavors and upcoming events.
Jul 7, 2023 • 40min
Mid-Year Outlook: What’s next for the US economy, inflation, and the Fed?
Listen to Chief Economist Torsten Sløk discuss his mid-year outlook for the economy, markets, and rates. In a broad-ranging conversation with Global Head of Content Strategy J.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.
May 8, 2023 • 26min
Private Equity Investing Amid Market Dislocation
Listen to Co-Head of Private Equity Matt Nord and Chief Economist Dr. Torsten Slok discuss the current private equity investment landscape and how capital markets dislocations have helped create an attractive entry point into the asset class.
