The View From Apollo

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 af...

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...

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.

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 mo...

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 interes...

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 imp...

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 imp...

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...

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...

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.