• Inhaltsangabe

  • 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.
    Copyright 2025 The View From Apollo
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  • Credit Investing Amid Post “Liberation Day” Uncertainty
    Apr 11 2025
    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?
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    34 Min.
  • Beyond 60/40: Private Assets in an Era of High Public Valuations
    Mar 10 2025
    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.
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    27 Min.
  • How Can Private IG Enhance Fixed Income Allocations?
    Feb 14 2025
    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.
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    30 Min.

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