https://feeds.blubrry.com/feeds/theviewfromapollo.xml The View From Apollo http://blubrry.com/theviewfromapollo/ http://blubrry.com/theviewfromapollo/ The View from Apollo takes you inside one of the world’s leading asset managers as it navigates changing markets and uncovers opportunity in private credit, private equity, real assets, and beyond. Conversations with Apollo’s leaders and strategists give you a front-row seat to their ideas and analysis on portfolio management and the evolution of private markets. Learn how leading investors think about risk, value creation, and where alpha lives. episodic Apollo Global Management The View from Apollo takes you inside one of the world’s leading asset managers as it navigates changing markets and uncovers opportunity in private credit, private equity, real assets, and beyond. Conversations with Apollo’s leaders and strategists give you a front-row seat to their ideas and analysis on portfolio management and the evolution of private markets. Learn how leading investors think about risk, value creation, and where alpha lives. podcast en-us Copyright 2026 The View From Apollo Copyright 2026 The View From Apollo Apollo Global Management sleeney@apollo.com http://blubrry.com/theviewfromapollo/ https://assets.blubrry.com/coverart/orig/1461462-851618.jpg The View From Apollo Blubrry Podcasting: https://www.blubrry.com/ false http://blogs.law.harvard.edu/tech/rss 7504abec-eb77-5c69-bb8d-6ffe67f490a8 The View From Apollo Trailer Thu, 12 Mar 2026 08:00:00 -0400 Thu, 12 Mar 2026 08:00:00 -0400 Torsten Slok on the US Economy: Resilience Under Pressure https://blubrry.com/theviewfromapollo/152895270/torsten-slok-on-the-us-economy-resilience-under-pressure/ https://blubrry.com/theviewfromapollo/152895270/torsten-slok-on-the-us-economy-resilience-under-pressure/ Apollo Global Management Thu, 12 Mar 2026 08:00:00 -0400 AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target are creating persistent crosscurrents that complicate the outlook. As the first quarter of 2026 draws to a close, Apollo Chief Economist Torsten Slok examines the tension between solid fundamentals and mounting uncertainty, and what it could mean for investors.

]]> 0:22:18 false Apollo Global Management AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target are creating persistent crosscurrents that complicate the outlook. As the first quarter of 2026 draws to a close, Apollo Chief Economist Torsten Slok examines the tension between solid fundamentals and mounting uncertainty, and what it could mean for investors. Torsten Slok on the US Economy: Resilience Under Pressure Allocation Insights: Asset-Backed Finance Is the Engine Behind Private Credit’s Next Chapter https://blubrry.com/theviewfromapollo/152239593/allocation-insights-asset-backed-finance-is-the-engine-behind-private-credits-next-chapter/ https://blubrry.com/theviewfromapollo/152239593/allocation-insights-asset-backed-finance-is-the-engine-behind-private-credits-next-chapter/ Apollo Global Management Tue, 17 Feb 2026 08:00:00 -0500 Private markets are playing a growing role in wealth portfolios. And understanding where opportunities are emerging has never been more important.


In this episode of The View from Apollo, we introduce Allocation Insights, a recurring series focused on how private markets are reshaping wealth portfolios. To kick off the series, hosts Alex Wright and Diana Sands are joined by Partner and Global Head of Structured Credit Investing Michael Paniwozik to discuss one of the fastest-growing areas of private markets: asset-backed finance.


They break down what asset-backed finance is, why it’s gaining momentum, and why investors are paying attention.

]]> 0:26:52 false Apollo Global Management Private markets are playing a growing role in wealth portfolios. And understanding where opportunities are emerging has never been more important.In this episode of The View from Apollo, we introduce Allocation Insights, a recurring series focused on how private markets are reshaping wealth portfolios. To kick off the series, hosts Alex Wright and Diana Sands are joined by Partner and Global Head of Structured Credit Investing Michael Paniwozik to discuss one of the fastest-growing areas of private markets: asset-backed finance.They break down what asset-backed finance is, why it’s gaining momentum, and why investors are paying attention. Allocation Insights: Asset-Backed Finance is the Engine Behind Private Credit’s Next Chapter Convergence: The Integration and Evolution of Credit Markets https://blubrry.com/theviewfromapollo/151675005/convergence-the-integration-and-evolution-of-credit-markets/ https://blubrry.com/theviewfromapollo/151675005/convergence-the-integration-and-evolution-of-credit-markets/ Apollo Global Management Thu, 22 Jan 2026 17:58:32 -0500 In this episode of The View From Apollo, we introduce Convergence, a new recurring series featuring a running conversation about the evolution and integration of public and private credit markets. In today's show, our hosts Brian Weinstein and John Cortese ask if the convergence of public and private represents the biggest shift in credit market history and discuss what these changes can mean for portfolios and investors.

]]> 0:43:05 false Apollo Global Management In this episode of The View From Apollo, we introduce Convergence, a new recurring series featuring a running conversation about the evolution and integration of public and private credit markets. In today's show, our hosts Brian Weinstein and John Cortese ask if the convergence of public and private represents the biggest shift in credit market history and discuss what these changes can mean for portfolios and investors. Convergence: The Integration and Evolution of Credit Markets 2026 Outlook: Resilience Meets Momentum https://blubrry.com/theviewfromapollo/150824943/2026-outlook-resilience-meets-momentum/ https://blubrry.com/theviewfromapollo/150824943/2026-outlook-resilience-meets-momentum/ Apollo Global Management Wed, 17 Dec 2025 17:56:00 -0500 Chief Economist Torsten Slok lays out the key forces shaping the 2026 macro landscape. He explains why the US economy has remained surprisingly resilient despite pronounced headwinds and how AI-driven investment, fiscal policy and easing energy prices are setting the stage for a potential rebound. Access the complete suite of Apollo’s 2026 Outlook content, from Torsten’s macro view to perspectives across asset classes and regions, at apollo.com/outlook.  

]]> 0:27:08 false Apollo Global Management Chief Economist Torsten Slok lays out the key forces shaping the 2026 macro landscape. He explains why the US economy has remained surprisingly resilient despite pronounced headwinds and how AI-driven investment, fiscal policy and easing energy prices are setting the stage for a potential rebound. Access the complete suite of Apollo’s 2026 Outlook content, from Torsten’s macro view to perspectives across asset classes and regions, at apollo.com/outlook.   2026 Outlook: Resilience Meets Momentum Private Equity: Alpha in an Evolving Market https://blubrry.com/theviewfromapollo/150190771/private-equity-alpha-in-an-evolving-market/ https://blubrry.com/theviewfromapollo/150190771/private-equity-alpha-in-an-evolving-market/ Apollo Global Management Mon, 24 Nov 2025 15:07:00 -0500 Apollo’s Antoine Munfakh and Bryn Gostin take a deeper dive into the state of private equity in a changing market environment. They discuss what’s driving dispersion across managers, why fundamentals and operational depth have regained prominence and how disciplined investing is shaping outcomes today and in years to come by focusing on “alpha on the buy, the build and the exit.”

]]> 0:55:01 false Apollo Global Management Apollo’s Antoine Munfakh and Bryn Gostin take a deeper dive into the state of private equity in a changing market environment. They discuss what’s driving dispersion across managers, why fundamentals and operational depth have regained prominence and how disciplined investing is shaping outcomes today and in years to come by focusing on “alpha on the buy, the build and the exit.” Private Equity: Alpha in an Evolving Market What’s Driving the Shift in Portfolio Construction: Private Credit, Private Equity, and the New Market Reality https://blubrry.com/theviewfromapollo/149424067/whats-driving-the-shift-in-portfolio-construction-private-credit-private-equity-and-the-new-market-reality/ https://blubrry.com/theviewfromapollo/149424067/whats-driving-the-shift-in-portfolio-construction-private-credit-private-equity-and-the-new-market-reality/ Apollo Global Management Thu, 23 Oct 2025 14:49:00 -0400 Apollo Global Head of Product Akila Grewal breaks down why private credit’s growth reflects fundamentals, not froth, and how investors are evolving their portfolios to balance liquidity, yield, and long-term opportunity across private markets.

]]> 0:33:23 false Apollo Global Management Apollo Global Head of Product Akila Grewal breaks down why private credit’s growth reflects fundamentals, not froth, and how investors are evolving their portfolios to balance liquidity, yield, and long-term opportunity across private markets. What’s Driving the Shift in Portfolio Construction: Private Credit, Private Equity, and the New Market Reality Origination: The $40 Trillion Engine of Private Credit https://blubrry.com/theviewfromapollo/149009981/origination-the-40-trillion-engine-of-private-credit/ https://blubrry.com/theviewfromapollo/149009981/origination-the-40-trillion-engine-of-private-credit/ Apollo Global Management Mon, 06 Oct 2025 11:45:50 -0400 The rapid growth in private credit markets has been fueled by a surge in new loan originations by private lenders. Apollo’s proprietary origination ecosystem is built to align with the growing needs of borrowers while providing investors access to private investment-grade credit opportunities that can offer enhanced yield. Chris Edson, Partner and Head of Origination, explains what this differentiated origination engine can deliver for investors and borrowers.

]]> 0:27:10 false Apollo Global Management The rapid growth in private credit markets has been fueled by a surge in new loan originations by private lenders. Apollo’s proprietary origination ecosystem is built to align with the growing needs of borrowers while providing investors access to private investment-grade credit opportunities that can offer enhanced yield. Chris Edson, Partner and Head of Origination, explains what this differentiated origination engine can deliver for investors and borrowers. Origination: The $40 Trillion Engine of Private Credit Tensions Rising: The Fed Meeting, Stagflation Signals, and What It Can Mean for Portfolios https://blubrry.com/theviewfromapollo/148627778/tensions-rising-the-fed-meeting-stagflation-signals-and-what-it-can-mean-for-portfolios/ https://blubrry.com/theviewfromapollo/148627778/tensions-rising-the-fed-meeting-stagflation-signals-and-what-it-can-mean-for-portfolios/ Apollo Global Management Fri, 19 Sep 2025 15:03:50 -0400 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.

]]> 0:18:12 false Apollo Global Management 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. Tensions Rising: The Fed Meeting, Stagflation Signals, and What It Can Mean for Portfolios The Asset-Backed Finance Market Is Having a Moment https://blubrry.com/theviewfromapollo/147749660/the-asset-backed-finance-market-is-having-a-moment/ https://blubrry.com/theviewfromapollo/147749660/the-asset-backed-finance-market-is-having-a-moment/ Apollo Global Management Wed, 13 Aug 2025 14:02:00 -0400 In 2025’s turbulent market environment, one corner of private credit is enjoying its moment in the sun: asset-backed finance. Bret Leas, Apollo’s Co-Head of Asset-Backed Finance, explains how this estimated $20 trillion global market works.

]]> 0:28:16 false Apollo Global Management In 2025’s turbulent market environment, one corner of private credit is enjoying its moment in the sun: asset-backed finance. Bret Leas, Apollo’s Co-Head of Asset-Backed Finance, explains how this estimated $20 trillion global market works. The Asset-Backed Finance Market Is Having a Moment Another Chance to Position Portfolios for Tariff Turmoil? https://blubrry.com/theviewfromapollo/147112360/another-chance-to-position-portfolios-for-tariff-turmoil/ https://blubrry.com/theviewfromapollo/147112360/another-chance-to-position-portfolios-for-tariff-turmoil/ Apollo Global Management Thu, 17 Jul 2025 13:06:21 -0400 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. 

]]> 0:22:03 false Torsten Sløk 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.  Another Chance to Position Portfolios for Tariff Turmoil? Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next? https://blubrry.com/theviewfromapollo/146626777/mid-year-outlook-at-the-crossroads-of-stagflationwhats-next/ https://blubrry.com/TheViewFromApollo/146626777/mid-year-outlook-at-the-crossroads-of-stagflationwhats-next/ Apollo Global Management Fri, 27 Jun 2025 10:16:00 -0400 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. 

]]> 0:48:11 false Torsten Sløk 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.  Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next? Private Credit Investing in Volatile Times https://blubrry.com/theviewfromapollo/145305426/private-credit-investing-in-volatile-times/ https://blubrry.com/TheViewFromApollo/145305426/private-credit-investing-in-volatile-times/ Apollo Global Management Fri, 09 May 2025 16:05:25 -0400 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.

]]> 0:38:03 false Torsten Sløk 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. Credit Investing Amid Post “Liberation Day” Uncertainty https://blubrry.com/theviewfromapollo/144471491/credit-investing-amid-post-liberation-day-uncertainty/ https://blubrry.com/TheViewFromApollo/144471491/credit-investing-amid-post-liberation-day-uncertainty/ Apollo Global Management Fri, 11 Apr 2025 14:47:52 -0400 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?

]]> 0:33:44 false Torsten Sløk 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? Credit Investing Amid Post “Liberation Day” Uncertainty Beyond 60/40: Private Assets in an Era of High Public Valuations https://blubrry.com/theviewfromapollo/143135108/beyond-6040-private-assets-in-an-era-of-high-public-valuations/ https://blubrry.com/TheViewFromApollo/143135108/beyond-6040-private-assets-in-an-era-of-high-public-valuations/ Apollo Global Management Mon, 10 Mar 2025 16:34:20 -0400 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.

]]> 0:26:54 false Torsten Sløk 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. Beyond 60/40: Private Assets in an Era of High Public Valuations How Can Private IG Enhance Fixed Income Allocations? https://blubrry.com/theviewfromapollo/142158948/how-can-private-ig-enhance-fixed-income-allocations/ https://blubrry.com/TheViewFromApollo/142158948/how-can-private-ig-enhance-fixed-income-allocations/ Apollo Global Management Fri, 14 Feb 2025 12:28:00 -0500 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.

]]> 0:29:54 false Torsten Sløk 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. How Can Private IG Enhance Fixed Income Allocations? Can Private Markets Be the Alternative to Lofty Public Market Valuations? https://blubrry.com/theviewfromapollo/141049734/can-private-markets-be-the-alternative-to-lofty-public-market-valuations/ https://blubrry.com/TheViewFromApollo/141049734/can-private-markets-be-the-alternative-to-lofty-public-market-valuations/ Apollo Global Management Thu, 16 Jan 2025 13:58:00 -0500 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.

]]> 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.

]]> 0:28:12 false Torsten Sløk 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. Can Private Markets Be the Alternative to Lofty Public Market Valuations? 2025 Economic Outlook: Firing on All Cylinders https://blubrry.com/theviewfromapollo/139822838/2025-economic-outlook-firing-on-all-cylinders/ https://blubrry.com/TheViewFromApollo/139822838/2025-economic-outlook-firing-on-all-cylinders/ Apollo Global Management Mon, 16 Dec 2024 14:13:58 -0500 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?

]]> 0:53:11 false Torsten Sløk 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? 2025 Economic Outlook: Firing on All Cylinders Private Credit Investing in a Post-Fed Rate Cut World https://blubrry.com/theviewfromapollo/138480900/private-credit-investing-in-a-post-fed-rate-cut-world/ https://blubrry.com/TheViewFromApollo/138480900/private-credit-investing-in-a-post-fed-rate-cut-world/ Apollo Global Management Wed, 13 Nov 2024 14:31:08 -0500 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.

]]> 0:33:45 false Torsten Sløk 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. Private Credit Investing in a Post-Fed Rate Cut World Real Estate: Is This the Entry Point We’ve All Been Waiting For? https://blubrry.com/theviewfromapollo/137611758/real-estate-is-this-the-entry-point-weve-all-been-waiting-for/ https://blubrry.com/TheViewFromApollo/137611758/real-estate-is-this-the-entry-point-weve-all-been-waiting-for/ Apollo Global Management Thu, 17 Oct 2024 14:24:08 -0400 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. 

]]> 0:29:09 false Torsten Sløk 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.  Real Estate: Is This the Entry Point We’ve All Been Waiting For? The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets? https://blubrry.com/theviewfromapollo/136431364/the-fed-kicks-off-an-easing-cycle-whats-next-for-the-economy-and-financial-markets/ https://blubrry.com/TheViewFromApollo/136431364/the-fed-kicks-off-an-easing-cycle-whats-next-for-the-economy-and-financial-markets/ Apollo Global Management Fri, 20 Sep 2024 15:37:47 -0400 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?

]]> 0:45:15 false Torsten Sløk 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? The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets? Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara https://blubrry.com/theviewfromapollo/133791720/capturing-risk-premia-a-practitioners-perspective-with-apollo-partner-matt-omara/ https://blubrry.com/TheViewFromApollo/133791720/capturing-risk-premia-a-practitioners-perspective-with-apollo-partner-matt-omara/ Apollo Global Management Fri, 02 Aug 2024 16:07:48 -0400 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. 

]]> 0:28:08 false Torsten Sløk 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.  Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara The Search for Risk Premium with Apollo Strategist Alex Wright https://blubrry.com/theviewfromapollo/133091042/the-search-for-risk-premium-with-apollo-strategist-alex-wright/ https://blubrry.com/TheViewFromApollo/133091042/the-search-for-risk-premium-with-apollo-strategist-alex-wright/ Apollo Global Management Tue, 16 Jul 2024 10:47:20 -0400 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?

]]> 0:24:57 false Torsten Sløk 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? The Search for Risk Premium with Apollo Strategist Alex Wright Mid-Year Outlook: An Unstable Economic Equilibrium https://blubrry.com/theviewfromapollo/132889379/mid-year-outlook-an-unstable-economic-equilibrium/ https://blubrry.com/TheViewFromApollo/132889379/mid-year-outlook-an-unstable-economic-equilibrium/ Apollo Global Management Wed, 26 Jun 2024 12:15:00 -0400 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.

]]> 0:49:04 false Torsten Sløk 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. Mid-Year Outlook: An Unstable Economic Equilibrium Real Estate: Opportunities and Risks in an Unprecedented Market https://blubrry.com/theviewfromapollo/132653781/real-estate-opportunities-and-risks-in-an-unprecedented-market/ https://blubrry.com/TheViewFromApollo/132653781/real-estate-opportunities-and-risks-in-an-unprecedented-market/ Apollo Global Management Thu, 23 May 2024 16:04:00 -0400 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.

]]> 0:32:17 false Torsten Sløk 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. Real Estate: Opportunities and Risks in an Unprecedented Market Building Resilience: Selecting the Right Assets for an Alternatives Portfolio https://blubrry.com/theviewfromapollo/132534182/building-resilience-selecting-the-right-assets-for-an-alternatives-portfolio/ https://blubrry.com/TheViewFromApollo/132534182/building-resilience-selecting-the-right-assets-for-an-alternatives-portfolio/ Apollo Global Management Wed, 08 May 2024 16:52:32 -0400 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.

]]> 0:24:27 false Torsten Sløk 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. Building Resilience: Selecting the Right Assets for an Alternatives Portfolio Private Credit Investing in a “Higher for Longer” Environment https://blubrry.com/theviewfromapollo/131940371/private-credit-investing-in-a-higher-for-longer-environment/ https://blubrry.com/TheViewFromApollo/131940371/private-credit-investing-in-a-higher-for-longer-environment/ Apollo Global Management Fri, 05 Apr 2024 11:17:19 -0400 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.

]]> 0:32:48 false Torsten Sløk 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. Private Credit Investing in a “Higher for Longer” Environment How PE Secondaries Can Enhance Diversification in Volatile Times https://blubrry.com/theviewfromapollo/131405216/how-pe-secondaries-can-enhance-diversification-in-volatile-times/ https://blubrry.com/TheViewFromApollo/131405216/how-pe-secondaries-can-enhance-diversification-in-volatile-times/ Apollo Global Management Fri, 08 Mar 2024 18:11:27 -0500 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.

]]> 0:31:50 false Apollo Global Management 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. How PE Secondaries Can Enhance Diversification in Volatile Times Adjusting Portfolio Allocations Amid an Uncertain Outlook https://blubrry.com/theviewfromapollo/130925737/adjusting-portfolio-allocations-amid-an-uncertain-outlook/ https://blubrry.com/TheViewFromApollo/130925737/adjusting-portfolio-allocations-amid-an-uncertain-outlook/ Apollo Global Management Tue, 13 Feb 2024 14:09:00 -0500 Listen to J.P. Vicente, Apollo’s Global Head of Content Strategy for Client and Product Solutions and Alexander Wright, Partner and Global Wealth Strategist at the Firm, discuss the current state of the capital markets, including reading the Fed’s tea leaves, asset allocation in 2024, and the growing deployment of alternatives in wealth portfolios.

]]> 0:37:21 false Apollo Global Management Listen to J.P. Vicente, Apollo’s Global Head of Content Strategy for Client and Product Solutions and Alexander Wright, Partner and Global Wealth Strategist at the Firm, discuss the current state of the capital markets, including reading the Fed’s tea leaves, asset allocation in 2024, and the growing deployment of alternatives in wealth portfolios. Adjusting portfolio allocations amid an uncertain outlook What’s Next After the Fed “Pivot?” https://blubrry.com/theviewfromapollo/128100548/whats-next-after-the-fed-pivot/ https://blubrry.com/TheViewFromApollo/128100548/whats-next-after-the-fed-pivot/ Apollo Global Management Thu, 28 Dec 2023 18:26:00 -0500 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.

]]> 0:47:07 false Torsten Sløk 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. What’s Next After the Fed “Pivot?” Where to Find Opportunities in a Shifting Economic Landscape? https://blubrry.com/theviewfromapollo/127681435/where-to-find-opportunities-in-a-shifting-economic-landscape/ https://blubrry.com/TheViewFromApollo/127681435/where-to-find-opportunities-in-a-shifting-economic-landscape/ Apollo Global Management Tue, 05 Dec 2023 16:27:36 -0500 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.

]]> 0:31:27 false Torsten Sløk 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. Where to Find Opportunities in a Shifting Economic Landscape? How to Think About the Role of Private Capital in the Clean Transition https://blubrry.com/theviewfromapollo/122260279/how-to-think-about-the-role-of-private-capital-in-the-clean-transition/ https://blubrry.com/TheViewFromApollo/122260279/how-to-think-about-the-role-of-private-capital-in-the-clean-transition/ Apollo Global Management Wed, 01 Nov 2023 16:55:00 -0400 Listen to Apollo Chief Economist Torsten Sløk 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.

]]> 0:23:03 false Torsten Sløk Listen to Apollo Chief Economist Torsten Sløk 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 to Think About the Role of Private Capital in the Clean Transition How Important Is Vintage in Private Credit Investing Today? https://blubrry.com/theviewfromapollo/117673446/how-important-is-vintage-in-private-credit-investing-today/ https://blubrry.com/TheViewFromApollo/117673446/how-important-is-vintage-in-private-credit-investing-today/ Apollo Global Management Tue, 05 Sep 2023 17:58:00 -0400 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.

]]> 0:30:12 false Torsten Slok 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. How Important Is Vintage in Private Credit Investing Today? full Can Alternatives Replace Public Equity? https://blubrry.com/theviewfromapollo/111511193/can-alternatives-replace-public-equity/ https://blubrry.com/TheViewFromApollo/111511193/can-alternatives-replace-public-equity/ Apollo Global Management Tue, 01 Aug 2023 15:31:13 -0400 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.

]]> 0:21:48 false Torsten Slok 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 (https://apolloacademy.com/beyond-beta-how-to-use-alternatives-to-replace-public-equity/), 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. Can Alternatives Replace Public Equity? Mid-Year Outlook: What’s next for the US economy, inflation, and the Fed? 14 https://blubrry.com/theviewfromapollo/105421052/mid-year-outlook-whats-next-for-the-us-economy-inflation-and-the-fed/ https://blubrry.com/TheViewFromApollo/105421052/mid-year-outlook-whats-next-for-the-us-economy-inflation-and-the-fed/ Apollo Global Management Fri, 07 Jul 2023 09:29:00 -0400 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.

]]> 0:40:22 false Torsten Slok 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. Mid-Year Outlook: What’s next for the US economy, inflation, and the Fed? 1 14 full 1 Private Equity Investing Amid Market Dislocation https://blubrry.com/theviewfromapollo/96292335/private-equity-investing-amid-market-dislocation/ https://blubrry.com/TheViewFromApollo/96292335/private-equity-investing-amid-market-dislocation/ Apollo Global Management Mon, 08 May 2023 11:54:52 -0400 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.

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]]> 0:26:18 false Apollo Global Management 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.(https://ssl.gstatic.com/ui/v1/icons/mail/images/cleardot.gif) Private Equity Investing Amid Market Dislocation Private Credit Investing in Times of Uncertainty 11 https://blubrry.com/theviewfromapollo/94984422/private-credit-investing-in-times-of-uncertainty/ https://blubrry.com/TheViewFromApollo/94984422/private-credit-investing-in-times-of-uncertainty/ Apollo Global Management Wed, 22 Mar 2023 17:19:00 -0400 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.

]]> 0:22:15 false Torsten Slok 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. Private Credit Investing in Times of Uncertainty 1 11 full 1 The Current State of Real Estate: A Look at the US Market 10 https://blubrry.com/theviewfromapollo/91981513/the-current-state-of-real-estate-a-look-at-the-us-market/ http://www.blubrry.com/TheViewFromApollo/91981513/the-current-state-of-real-estate-a-look-at-the-us-market/ Apollo Global Management Tue, 06 Dec 2022 18:00:00 -0500 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.

]]> 0:23:12 false Torsten Slok 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. The Current State of Real Estate: A Look at the US Market 1 10 1 Why Alternatives? 9 https://blubrry.com/theviewfromapollo/89680116/why-alternatives/ http://www.blubrry.com/theviewfromapollo/89680116/why-alternatives/ Apollo Global Management Tue, 20 Sep 2022 14:48:00 -0400 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.

]]> 0:19:24 true Torsten Slok 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. Why Alternatives? 1 9 full 1 A Closer Look at Private Credit 8 https://blubrry.com/theviewfromapollo/87404562/a-closer-look-at-private-credit/ http://www.blubrry.com/theviewfromapollo/87404562/a-closer-look-at-private-credit/ Apollo Global Management Wed, 06 Jul 2022 06:00:00 -0400 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.

]]> 0:23:33 true Torsten Slok 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. A Closer Look at Private Credit 1 8 full 1 How should I be positioned? 7 https://blubrry.com/theviewfromapollo/86758228/how-should-i-be-positioned/ http://www.blubrry.com/theviewfromapollo/86758228/how-should-i-be-positioned/ Apollo Global Management Tue, 21 Jun 2022 19:00:00 -0400 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 environment
  • The likelihood of a recession
  • How elevated inflation is likely to impact monetary policy over the next few quarters, and
  • Asset allocation options against the current macroeconomic backdrop of high inflation, rising rates, and ongoing market volatility.
]]> 0:28:13 false Torsten Slok 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 environment* The likelihood of a recession* How elevated inflation is likely to impact monetary policy over the next few quarters, and* Asset allocation options against the current macroeconomic backdrop of high inflation, rising rates, and ongoing market volatility. How should I be positioned? 1 7 full 1 Inflation, Interest Rates and a Divergent Macroeconomic Environment 6 https://blubrry.com/theviewfromapollo/86019491/inflation-interest-rates-and-a-divergent-macroeconomic-environment/ http://www.blubrry.com/theviewfromapollo/86019491/inflation-interest-rates-and-a-divergent-macroeconomic-environment/ Apollo Global Management Wed, 25 May 2022 04:37:00 -0400 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

]]> 0:43:42 true Torsten Slok 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 Inflation, Interest Rates and a Divergent Macroeconomic Environment 1 6 full 1 Making an Impact: The Future of Sustainable Investing 5 https://blubrry.com/theviewfromapollo/84445899/making-an-impact-the-future-of-sustainable-investing/ http://www.blubrry.com/theviewfromapollo/84445899/making-an-impact-the-future-of-sustainable-investing/ Apollo Global Management Tue, 03 May 2022 17:10:00 -0400 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 practices
  • How ESG and clean energy capital commitments fit into Apollo’s investment process
  • How asset managers are staying ahead of changing regulations and pledges
  • The impact of COVID on sustainability considerations, and
  • Where Apollo is seizing opportunities in the space
]]> 0:35:46 true Torsten Slok 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 practices* How ESG and clean energy capital commitments fit into Apollo’s investment process* How asset managers are staying ahead of changing regulations and pledges* The impact of COVID on sustainability considerations, and* Where Apollo is seizing opportunities in the space Making an Impact: The Future of Sustainable Investing 1 5 full 1 Today’s Labor Market: What’s Working? 4 https://blubrry.com/theviewfromapollo/84264042/todays-labor-market-whats-working/ http://www.blubrry.com/theviewfromapollo/84264042/todays-labor-market-whats-working/ Apollo Global Management Mon, 04 Apr 2022 18:47:00 -0400 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 inflation
  • How Covid and technology are shaping talent management
  • The Great Resignation, and 
  • How volatility and geopolitical risks are impacting American jobs
]]> 0:37:27 true Torsten Slok 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 inflation* How Covid and technology are shaping talent management* The Great Resignation, and * How volatility and geopolitical risks are impacting American jobs Today’s Labor Market: What’s Working? 1 4 full 1 Capitalizing on Opportunity in the Insurance Ecosystem 3 https://blubrry.com/theviewfromapollo/83289786/capitalizing-on-opportunity-in-the-insurance-ecosystem/ http://www.blubrry.com/theviewfromapollo/83289786/capitalizing-on-opportunity-in-the-insurance-ecosystem/ Apollo Global Management Tue, 07 Dec 2021 16:20:00 -0500 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 sector
  • How our traditional investment origination capabilities work with our insurance business
  • Apollo’s recent investments in Asia-Pacific financial services companies
  • The influence of regulatory change on Apollo’s insurance businesses globally
  • Matt’s thoughts on global opportunities in 2022 and beyond
]]> 0:27:57 true Torsten Slok 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 sector* How our traditional investment origination capabilities work with our insurance business* Apollo’s recent investments in Asia-Pacific financial services companies* The influence of regulatory change on Apollo’s insurance businesses globally* Matt’s thoughts on global opportunities in 2022 and beyond Capitalizing on Opportunity in the Insurance Ecosystem 1 3 full 1 Real Estate in 2021: A Global Opportunity 2 https://blubrry.com/theviewfromapollo/83146356/real-estate-in-2021-a-global-opportunity/ http://www.blubrry.com/theviewfromapollo/83146356/real-estate-in-2021-a-global-opportunity/ Apollo Global Management Mon, 29 Nov 2021 06:00:00 -0500 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 portfolios
  • The precariousness of the Chinese real estate market
  • Why India is an underappreciated real estate investment market
  • Compelling real estate asset types in the U.S., including manufactured housing, refrigerated warehouses, and life sciences
  • How COVID-related back-to-work plans are impacting urban commercial real estate
  • And whether Philip would buy a Manhattan office building in 2021 (spoiler: he wouldn’t touch one with a ten-foot pole)
]]> 0:32:32 true Torsten Slok 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 portfolios* The precariousness of the Chinese real estate market* Why India is an underappreciated real estate investment market* Compelling real estate asset types in the U.S., including manufactured housing, refrigerated warehouses, and life sciences* How COVID-related back-to-work plans are impacting urban commercial real estate* And whether Philip would buy a Manhattan office building in 2021 (spoiler: he wouldn’t touch one with a ten-foot pole) Real Estate in 2021: A Global Opportunity 1 2 full 1 The View From Apollo Trailer https://blubrry.com/theviewfromapollo/82685999/the-view-from-apollo-trailer/ http://www.blubrry.com/theviewfromapollo/82685999/the-view-from-apollo-trailer/ Apollo Global Management Fri, 05 Nov 2021 15:26:22 -0400 Welcome to The View from Apollo, a podcast hosted by Dr. Torsten Slok, Chief Economist at Apollo Global Management, where we discuss current macroeconomic trends and break down how they’ll impact investors.

]]> 0:00:39 false Torsten Slok Welcome to The View from Apollo, a podcast hosted by Dr. Torsten Slok, Chief Economist at Apollo Global Management, where we discuss current macroeconomic trends and break down how they’ll impact investors. The View From Apollo Trailer 1 trailer 1