The View From Apollo

The View From Apollo

Podkast av Torsten Slok

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99 kr / Måned etter prøveperioden.Avslutt når som helst.

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Rated 4.7 in the App Store

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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.

Alle episoder

27 Episoder
episode Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next? artwork
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.

27. juni 2025 - 48 min
episode Private Credit Investing in Volatile Times artwork
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.

09. mai 2025 - 38 min
episode Credit Investing Amid Post “Liberation Day” Uncertainty artwork
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?

11. apr. 2025 - 33 min
episode Beyond 60/40: Private Assets in an Era of High Public Valuations artwork
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.

10. mars 2025 - 26 min
episode How Can Private IG Enhance Fixed Income Allocations? artwork
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.

14. feb. 2025 - 29 min
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Rated 4.7 in the App Store

Prøv gratis i 14 dager

99 kr / Måned etter prøveperioden.Avslutt når som helst.

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