The View From Apollo
by Torsten Slok
Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next?
About this podcast
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.
Episodes
The newest 20 of 36 episodes
- Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next? · 48 minListen 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…
- Private Credit Investing in Volatile Times · 38 minListen 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…
- Credit Investing Amid Post “Liberation Day” Uncertainty · 34 minListen 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…
- Beyond 60/40: Private Assets in an Era of High Public Valuations · 27 minListen 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…
- How Can Private IG Enhance Fixed Income Allocations? · 30 minListen 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…
- Can Private Markets Be the Alternative to Lofty Public Market Valuations? · 28 minListen 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…
- 2025 Economic Outlook: Firing on All Cylinders · 53 minListen 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…
- Private Credit Investing in a Post-Fed Rate Cut World · 34 minListen 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…
- Real Estate: Is This the Entry Point We’ve All Been Waiting For? · 29 minListen 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…
- The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets? · 45 minListen 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…
- Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara · 28 minListen 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…
- The Search for Risk Premium with Apollo Strategist Alex Wright · 25 minListen 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…
- Mid-Year Outlook: An Unstable Economic Equilibrium · 49 minListen 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…
- Real Estate: Opportunities and Risks in an Unprecedented Market · 32 minListen 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…
- Building Resilience: Selecting the Right Assets for an Alternatives Portfolio · 24 minListen 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…
- Private Credit Investing in a “Higher for Longer” Environment · 33 minListen 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…
- How PE Secondaries Can Enhance Diversification in Volatile Times · 32 minListen 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…
- Adjusting Portfolio Allocations Amid an Uncertain Outlook · 37 minListen 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…
- What’s Next After the Fed “Pivot?” · 47 minListen 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…
- Where to Find Opportunities in a Shifting Economic Landscape? · 31 minListen 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…







