The View From Apollo

EXPLORE

Society & Culture

Religion & Spirituality

© 2024 PodJoint

https://is1-ssl.mzstatic.com/image/thumb/Podcasts112/v4/52/73/ca/5273ca82-e395-1029-b7e8-8c4b98761368/mza_16150194052624381735.jpg/600x600bb.jpg

The View From Apollo

Torsten Slok

39 episodes

1 week ago

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.

Show more...

Entrepreneurship

All content for The View From Apollo is the property of Torsten Slok and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...

Entrepreneurship

Episodes (20/39)

The View From Apollo

Tensions Rising: The Fed Meeting, Stagflation Signals, and What It Can Mean for Portfolios

As the Fed cut rates at its September meeting, tensions surfaced—between growth, inflation, employment, and the expectation of more cuts to come. In this episode of The View from Apollo, Torsten Sløk, Apollo's Chief Economist, unpacks these crosscurrents and what they could mean for markets and portfolios.

1 week ago

18 minutes 12 seconds

The View From Apollo

The Asset-Backed Finance Market Is Having a Moment

In 2025’s turbulent market environment, one corner of private credit is enjoying its moment in the sun: asset-backed finance. In this episode of The View from Apollo, Bret Leas, Apollo’s Co-Head of Asset-Backed Finance, explains how this estimated $20 trillion global market works.

1 month ago

28 minutes 16 seconds

The View From Apollo

Another Chance to Position Portfolios for Tariff Turmoil?

Listen to Apollo Chief Economist Torsten Sløk and Alex Wright, Global Wealth Strategist in the Client and Product Solutions Group at Apollo, analyze conditions and valuations in equity and credit markets and discuss opportunities to better position portfolios in the midst of continued tariff announcements and the prospect of more market turmoil.

2 months ago

22 minutes 3 seconds

The View From Apollo

Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next?

Listen to Apollo Chief Economist Torsten Sløk and Global Head of Content Strategy J.P. Vicente discuss the growing list of headwinds facing the economy, including tariffs, trade deal uncertainty, and geopolitical conflict. Torsten also explores potential implications for capital markets and much more.

3 months ago

48 minutes 11 seconds

The View From Apollo

Private Credit Investing in Volatile Times

Listen to Torsten Sløk, Apollo’s Chief Economist, and Jim Vanek, Partner and Co-Head Global Performing Credit, discuss why demand for private credit is expected to remain strong as the need for direct, larger, and more flexible financing is sticky and likely to be reinforced by economic uncertainty.

4 months ago

38 minutes 3 seconds

The View From Apollo

Credit Investing Amid Post “Liberation Day” Uncertainty

Listen to Apollo Chief Economist Torsten Sløk and Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, discuss the impact of the Trump administration’s new trade regime on credit markets. In an environment of heightened uncertainty and ongoing trade negotiations, what should be the focus?

5 months ago

33 minutes 44 seconds

The View From Apollo

Beyond 60/40: Private Assets in an Era of High Public Valuations

Listen to Apollo Chief Economist Torsten Sløk speak with Matt O’Mara, Apollo Partner and co-head of Apollo Aligned Alternatives, about how a combination of expensive public assets, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.

6 months ago

26 minutes 54 seconds

The View From Apollo

How Can Private IG Enhance Fixed Income Allocations?

Listen to Torsten Sløk, Apollo's Chief Economist and John Cortese, Partner and Global Head of trading at the Firm, explore a lesser-known area of private credit—Investment Grade Private Credit, or Private IG. In a wide-ranging conversation, they discuss what Private IG is, the key differences with public investment grade credit, secular drivers, its potential role in portfolios, and much more.

7 months ago

29 minutes 54 seconds

The View From Apollo

Can Private Markets Be the Alternative to Lofty Public Market Valuations?

Listen to Torsten Sløk, Apollo’s Chief Economist and Alex Wright, Partner and Global Wealth Strategist at the firm, discuss the role of private markets in diversifying portfolios against a backdrop of significantly elevated public market valuations.

8 months ago

28 minutes 12 seconds

The View From Apollo

2025 Economic Outlook: Firing on All Cylinders

Listen to Apollo Chief Economist Torsten Sløk discuss his 2025 Economic Outlook, with forecasts for GDP, inflation, and monetary policy. Plus: What are the implications for capital markets?

9 months ago

53 minutes 11 seconds

The View From Apollo

Private Credit Investing in a Post-Fed Rate Cut World

Listen to Apollo Chief Economist Torsten Sløk and Jim Vanek, Co-Head of Global Performing Credit at Apollo, discuss their views on what’s next for credit markets amid the Fed’s shift to easing monetary policy and the election of Donald Trump as the next US President.

10 months ago

33 minutes 45 seconds

The View From Apollo

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.

11 months ago

29 minutes 9 seconds

The View From Apollo

The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets?

Listen to Apollo Chief Economist Torsten Sløk discuss his views on what the recent rate cut by the US Federal Reserve means for the future of US growth and inflation. Also: What impact will lower rates have on financial markets?

1 year ago

45 minutes 15 seconds

The View From Apollo

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.

1 year ago

28 minutes 8 seconds

The View From Apollo

The Search for Risk Premium with Apollo Strategist Alex Wright

Listen to Apollo Chief Economist Torsten Slok and Alex Wright, Global Wealth Strategist in Apollo’s Client and Product Solutions Group, discuss their views on where to find attractive risk premia at a time of elevated interest rates and lofty valuations. They also tackle a top-of-mind question: Is the private credit market growing too fast?

1 year ago

24 minutes 57 seconds

The View From Apollo

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.

1 year ago

49 minutes 4 seconds

The View From Apollo

Real Estate: Opportunities and Risks in an Unprecedented Market

Listen to Apollo Chief Economist Torsten Sløk speak with Randy Anderson, a partner in the Real Assets Group at Apollo, about how surging interest rates have contributed to unprecedented conditions in the US real estate market, and how opportunities can be found as rates stay higher for longer.

1 year ago

32 minutes 17 seconds

The View From Apollo

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.

1 year ago

24 minutes 27 seconds

The View From Apollo

Private Credit Investing in a “Higher for Longer” Environment

Listen to Apollo Chief Economist Torsten Sløk speak with Jim Vanek, Co-Head of Global Performing Credit at Apollo, about what a “higher for longer” interest-rate environment can mean for investors in private credit. Their wide-ranging conversation assesses current market conditions, discusses how the private credit market is growing and evolving, and identifies areas where they see opportunities arising for investors in the months ahead.

1 year ago

32 minutes 48 seconds

The View From Apollo

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.

1 year ago

31 minutes 50 seconds