The View From Apollo – Details, episodes & analysis

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The View From Apollo

Torsten Slok

Business

Frequency: 1 episode/38d. Total Eps: 51

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.

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Apple Podcasts

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30/05/2026
#82

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Score global : 59%

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Real Estate: Is This the Entry Point We’ve All Been Waiting For?

jeudi 17 octobre 2024 • Duration 29:09

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.

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

vendredi 20 septembre 2024 • Duration 45:15

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?

What’s Next After the Fed “Pivot?”

jeudi 28 décembre 2023 • Duration 47:07

Listen to Apollo’s Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Sløk discuss the implications of the Fed’s surprising December 2023 “pivot” and its potential effects on the economy and capital markets in 2024. It’s a wide-ranging conversation, covering the outlook for rates, inflation, consumer spending, corporate profits, bank lending, and a whole lot more.

Where to Find Opportunities in a Shifting Economic Landscape?

mardi 5 décembre 2023 • Duration 31:27

Listen to Apollo Chief Economist Torsten Sløk and Vice Chairman of Global Real Estate Philip Mintz discuss where they see opportunities amid a still-volatile macroeconomic environment. They cover a lot: credit, equity, and real estate relative valuations; real-estate investments in the sunbelt and other “non-gateway” cities; what portfolio allocations might look like in 2024, and much more.

How to Think About the Role of Private Capital in the Clean Transition

mercredi 1 novembre 2023 • Duration 23:03

Listen to Apollo Chief Economist Torsten Slok speak with Olivia Wassenaar, Head of Sustainability and Infrastructure at Apollo, about the outsized and unprecedented investment required for the clean transition. Olivia and Torsten acknowledge the scale and cost of the climate crisis while also voicing optimism about the power and potential of public and private capital in addressing these challenges.

How Important Is Vintage in Private Credit Investing Today?

mardi 5 septembre 2023 • Duration 30:12

Listen to Apollo Chief Economist Torsten Sløk talk to Jim Vanek, Co-Head of Global Performing Credit, about what’s happening in the credit markets, potential opportunities in private credit, and what to watch out for. Jim and Torsten engage in a wide-ranging discussion of the economy, the credit markets, the importance of vintage, and delve into details around potential opportunities in private credit.

Can Alternatives Replace Public Equity?

mardi 1 août 2023 • Duration 21:48

Listen to Chief Economist Torsten Sløk talk with Matt O’Mara, a Partner in Apollo’s Insurance Solutions Group, and Keith Black, Adjunct Faculty at the University of Massachusetts, about the concept of public equity replacement. Drawing from the work presented in their latest white paper, Matt and Keith argue how a portfolio of alternatives can keep the positive traits of public equity while mitigating its vulnerabilities. Learn how, why, and much more in this thought-provoking episode.

Mid-Year Outlook: What’s next for the US economy, inflation, and the Fed?

Season 1 · Episode 14

vendredi 7 juillet 2023 • Duration 40:22

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.

Private Equity Investing Amid Market Dislocation

lundi 8 mai 2023 • Duration 26:18

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.

Private Credit Investing in Times of Uncertainty

Season 1 · Episode 11

mercredi 22 mars 2023 • Duration 22:15

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.

The View From Apollo – Details, episodes & analysis

Podcast details

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Apple Podcasts

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