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
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
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
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
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
Nov 29, 2021 • 33min
Real Estate in 2021: A Global Opportunity
In this episode of The View from Apollo, we interview Philip Mintz, one of the co-leaders of Apollo’s real estate investment division in the United States and Asia. You’ll hear Philip’s views on:How Apollo tries to manage inflation risk in real estate portfoliosThe precariousness of the Chinese real estate marketWhy India is an underappreciated real estate investment marketCompelling real estate asset types in the U.S., including manufactured housing, refrigerated warehouses, and life sciencesHow COVID-related back-to-work plans are impacting urban commercial real estateAnd whether Philip would buy a Manhattan office building in 2021 (spoiler: he wouldn’t touch one with a ten-foot pole)
