The View From Apollo
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.
Latest episodes
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.
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.
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.
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.
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.
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.
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
