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The View From Apollo

Latest episodes

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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.
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Mar 22, 2023 • 22min

Private Credit Investing in Times of Uncertainty

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.
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Dec 6, 2022 • 23min

The Current State of Real Estate: A Look at the US Market

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.
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Sep 20, 2022 • 19min

Why Alternatives?

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.
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Jul 6, 2022 • 24min

A Closer Look at Private Credit

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.
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Jun 21, 2022 • 28min

How should I be positioned?

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 environmentThe likelihood of a recessionHow elevated inflation is likely to impact monetary policy over the next few quarters, andAsset allocation options against the current macroeconomic backdrop of high inflation, rising rates, and ongoing market volatility.
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May 25, 2022 • 44min

Inflation, Interest Rates and a Divergent Macroeconomic Environment

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
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May 3, 2022 • 36min

Making an Impact: The Future of Sustainable Investing

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 practicesHow ESG and clean energy capital commitments fit into Apollo’s investment processHow asset managers are staying ahead of changing regulations and pledgesThe impact of COVID on sustainability considerations, andWhere Apollo is seizing opportunities in the space
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Apr 4, 2022 • 37min

Today’s Labor Market: What’s Working?

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 inflationHow Covid and technology are shaping talent managementThe Great Resignation, and How volatility and geopolitical risks are impacting American jobs
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Dec 7, 2021 • 28min

Capitalizing on Opportunity in the Insurance Ecosystem

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 sectorHow our traditional investment origination capabilities work with our insurance businessApollo’s recent investments in Asia-Pacific financial services companiesThe influence of regulatory change on Apollo’s insurance businesses globallyMatt’s thoughts on global opportunities in 2022 and beyond

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