Apollo Global Management

The View From Apollo

Business EN ↓ 53 episodes

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.

Author

Apollo Global Management

Episodes

Capitalizing on Opportunity in the Insurance Ecosystem 07.12.2021 27:57

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 bu...

Real Estate in 2021: A Global Opportunity 29.11.2021 32:32

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 esta...

The View From Apollo Trailer 05.11.2021 0:39

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.