The View From Apollo
Episodes
Torsten Slok on the US Economy: Resilience Under Pressure
12 Mar 2026
Contributed by Lukas
AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and infl...
Allocation Insights: Asset-Backed Finance is the Engine Behind Private Credit’s Next Chapter
17 Feb 2026
Contributed by Lukas
Private markets are playing a growing role in wealth portfolios. And understanding where opportunities are emerging has never been more important. ...
Convergence: The Integration and Evolution of Credit Markets
22 Jan 2026
Contributed by Lukas
In this episode of The View From Apollo, we introduce Convergence, a new recurring series featuring a running conversation about the evolution and int...
2026 Outlook: Resilience Meets Momentum
17 Dec 2025
Contributed by Lukas
In this episode of The View from Apollo, Chief Economist Torsten Slok lays out the key forces shaping the 2026 macro landscape. He explains why the US...
Private Equity: Alpha in an Evolving Market
24 Nov 2025
Contributed by Lukas
In this episode of The View from Apollo, Apollo’s Antoine Munfakh and Bryn Gostin take a deeper dive into the state of private equity in a changing ...
What’s Driving the Shift in Portfolio Construction: Private Credit, Private Equity, and the New Market Reality
23 Oct 2025
Contributed by Lukas
In this episode of The View From Apollo, Apollo Global Head of Product Akila Grewal breaks down why private credit’s growth reflects fundamentals, n...
Origination: The $40 Trillion Engine of Private Credit
06 Oct 2025
Contributed by Lukas
The rapid growth in private credit markets has been fueled by a surge in new loan originations by private lenders. Apollo’s proprietary origination ...
Tensions Rising: The Fed Meeting, Stagflation Signals, and What It Can Mean for Portfolios
19 Sep 2025
Contributed by Lukas
As the Fed cut rates at its September meeting, tensions surfaced—between growth, inflation, employment, and the expectation of more cuts to come. In...
The Asset-Backed Finance Market Is Having a Moment
13 Aug 2025
Contributed by Lukas
In 2025’s turbulent market environment, one corner of private credit is enjoying its moment in the sun: asset-backed finance. In this episode of The...
Another Chance to Position Portfolios for Tariff Turmoil?
17 Jul 2025
Contributed by Lukas
Listen to Apollo Chief Economist Torsten Sløk and Alex Wright, Global Wealth Strategist in the Client and Product Solutions Group at Apollo, analyze ...
Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next?
27 Jun 2025
Contributed by Lukas
Listen to Apollo Chief Economist Torsten Sløk and Global Head of Content Strategy J.P. Vicente discuss the growing list of headwinds facing the econo...
Private Credit Investing in Volatile Times
09 May 2025
Contributed by Lukas
Listen to Torsten Sløk, Apollo’s Chief Economist, and Jim Vanek, Partner and Co-Head Global Performing Credit, discuss why demand for private credi...
Credit Investing Amid Post “Liberation Day” Uncertainty
11 Apr 2025
Contributed by Lukas
Listen to Apollo Chief Economist Torsten Sløk and Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, discuss the impact of th...
Beyond 60/40: Private Assets in an Era of High Public Valuations
10 Mar 2025
Contributed by Lukas
Listen to Apollo Chief Economist Torsten Sløk speak with Matt O’Mara, Apollo Partner and co-head of Apollo Aligned Alternatives, about how a combin...
How Can Private IG Enhance Fixed Income Allocations?
14 Feb 2025
Contributed by Lukas
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 pri...
Can Private Markets Be the Alternative to Lofty Public Market Valuations?
16 Jan 2025
Contributed by Lukas
Listen to Torsten Sløk, Apollo’s Chief Economist and Alex Wright, Partner and Global Wealth Strategist at the firm, discuss the role of private mar...
2025 Economic Outlook: Firing on All Cylinders
16 Dec 2024
Contributed by Lukas
Listen to Apollo Chief Economist Torsten Sløk discuss his 2025 Economic Outlook, with forecasts for GDP, inflation, and monetary policy. Plus: What a...
Private Credit Investing in a Post-Fed Rate Cut World
13 Nov 2024
Contributed by Lukas
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 ...
Real Estate: Is This the Entry Point We’ve All Been Waiting For?
17 Oct 2024
Contributed by Lukas
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 n...
The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets?
20 Sep 2024
Contributed by Lukas
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 grow...
Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara
02 Aug 2024
Contributed by Lukas
Listen to Apollo Chief Economist Torsten Sløk and Matt O’Mara, partner in Apollo’s Insurance Solutions Group, discuss how the structured nature o...
The Search for Risk Premium with Apollo Strategist Alex Wright
16 Jul 2024
Contributed by Lukas
Listen to Apollo Chief Economist Torsten Slok and Alex Wright, Global Wealth Strategist in Apollo’s Client and Product Solutions Group, discuss thei...
Mid-Year Outlook: An Unstable Economic Equilibrium
26 Jun 2024
Contributed by Lukas
Listen to Apollo’s Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Sløk discuss the preca...
Real Estate: Opportunities and Risks in an Unprecedented Market
23 May 2024
Contributed by Lukas
Listen to Apollo Chief Economist Torsten Sløk speak with Randy Anderson, a partner in the Real Assets Group at Apollo, about how surging interest rat...
Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
08 May 2024
Contributed by Lukas
Listen to Apollo Chief Economist Torsten Slok speak with Matt O’Mara, Partner in Apollo’s Insurance Solutions Group, about how alternative investm...
Private Credit Investing in a “Higher for Longer” Environment
05 Apr 2024
Contributed by Lukas
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”...
How PE Secondaries Can Enhance Diversification in Volatile Times
08 Mar 2024
Contributed by Lukas
Listen to Apollo Chief Economist Torsten Sløk and co-head of Sponsor and Secondary Solutions (S3) Steve Lessar discuss how private equity secondary m...
Adjusting Portfolio Allocations Amid an Uncertain Outlook
13 Feb 2024
Contributed by Lukas
Listen to J.P. Vicente, Apollo’s Global Head of Content Strategy for Client and Product Solutions and Alexander Wright, Partner and Global Wealth St...
What’s Next After the Fed “Pivot?”
28 Dec 2023
Contributed by Lukas
Listen to Apollo’s Global Head of Content Strategy for Client and Product Solutions J.P. Vicente and Chief Economist Torsten Sløk discuss the impli...
Where to Find Opportunities in a Shifting Economic Landscape?
05 Dec 2023
Contributed by Lukas
Listen to Apollo Chief Economist Torsten Sløk and Vice Chairman of Global Real Estate Philip Mintz discuss where they see opportunities amid a still-...
How to Think About the Role of Private Capital in the Clean Transition
01 Nov 2023
Contributed by Lukas
Listen to Apollo Chief Economist Torsten Slok speak with Olivia Wassenaar, Head of Sustainability and Infrastructure at Apollo, about the outsized and...
How Important Is Vintage in Private Credit Investing Today?
05 Sep 2023
Contributed by Lukas
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,...
Can Alternatives Replace Public Equity?
01 Aug 2023
Contributed by Lukas
Listen to Chief Economist Torsten Sløk talk with Matt O’Mara, a Partner in Apollo’s Insurance Solutions Group, and Keith Black, Adjunct Faculty a...
Mid-Year Outlook: What’s next for the US economy, inflation, and the Fed?
07 Jul 2023
Contributed by Lukas
Listen to Chief Economist Torsten Sløk discuss his mid-year outlook for the economy, markets, and rates. In a broad-ranging conversation with Global ...
Private Equity Investing Amid Market Dislocation
08 May 2023
Contributed by Lukas
Listen to Co-Head of Private Equity Matt Nord and Chief Economist Dr. Torsten Slok discuss the current private equity investment landscape and how ca...
Private Credit Investing in Times of Uncertainty
22 Mar 2023
Contributed by Lukas
Listen to Chief Economist Dr. Torsten Slok and Co-Head of Global Performing Credit business Jim Vanek discuss the state of private credit markets, cur...
The Current State of Real Estate: A Look at the US Market
06 Dec 2022
Contributed by Lukas
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’...
Why Alternatives?
20 Sep 2022
Contributed by Lukas
Check out the latest episode of “The View from Apollo” where our Chief Economist, Dr. Torsten Slok, speaks with Matt O’Mara, Partner and Portfol...
A Closer Look at Private Credit
06 Jul 2022
Contributed by Lukas
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 ...
How should I be positioned?
21 Jun 2022
Contributed by Lukas
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 t...
Inflation, Interest Rates and a Divergent Macroeconomic Environment
25 May 2022
Contributed by Lukas
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 mar...
Making an Impact: The Future of Sustainable Investing
03 May 2022
Contributed by Lukas
In this episode of The View from Apollo, we interview Dave Stangis, Partner at Apollo, and our Chief Sustainability Officer. You’ll hear Dav...
Today’s Labor Market: What’s Working?
04 Apr 2022
Contributed by Lukas
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’...
Capitalizing on Opportunity in the Insurance Ecosystem
07 Dec 2021
Contributed by Lukas
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...
Real Estate in 2021: A Global Opportunity
29 Nov 2021
Contributed by Lukas
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 ...
The View From Apollo Trailer
05 Nov 2021
Contributed by Lukas
Welcome to The View from Apollo, a podcast hosted by Dr. Torsten Slok, Chief Economist at Apollo Global Management, where we discuss current macroecon...