The View From Apollo Podcast

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Torsten Slok
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405 - 675 listeners Neutral 4.8 rating 27 reviews 34 episodes USA
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30s Ad: $16 - $19 60s Ad: $18 - $22 CPM Category: Business
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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.

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Recent Hosts, Guests & Topics

Here's a quick summary of the last 3 episodes on The View From Apollo.

Hosts

Torsten Slok

Previous Guests

Robert Bittencourt
Robert Bittencourt is a Partner and Co-Head of Opportunistic Credit at Apollo Global Management. He specializes in credit markets and has extensive experience in managing investment strategies that focus on opportunistic credit opportunities. Bittencourt plays a key role in analyzing market trends and developing investment strategies that respond to changing economic conditions.
Matt OMara
Matt OMara is a Partner at Apollo Global Management and co-head of Apollo Aligned Alternatives. He has extensive experience in the investment management industry, focusing on alternative investments and private markets. His expertise includes navigating complex market environments and developing strategies that align with investor needs.
John Cortese
John Cortese is a Partner and the Global Head of Trading at Apollo Global Management. He has extensive experience in the financial services industry, particularly in trading and investment strategies. Cortese plays a crucial role in overseeing trading operations and developing innovative trading solutions for the firm.

Topics Discussed

credit investing Post Liberation Day uncertainty Trump administration trade regime credit markets trade negotiations private assets public valuations inflation interest rates 60/40 portfolios private markets Private IG fixed income allocations private credit investment grade credit secular drivers portfolios

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Episodes

Here's the recent few episodes on The View From Apollo.

0:00 33:44

Credit Investing Amid Post “Liberation Day” Uncertainty

Hosts
Torsten Slok
Guests
Robert Bittencourt
Keywords
credit investing Post Liberation Day uncertainty Trump administration trade regime credit markets trade negotiations
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?
0:00 26:54

Beyond 60/40: Private Assets in an Era of High Public Valuations

Hosts
Torsten Slok
Guests
Matt OMara
Keywords
private assets public valuations inflation interest rates 60/40 portfolios private markets
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.
0:00 29:54

How Can Private IG Enhance Fixed Income Allocations?

Hosts
Torsten Slok
Guests
John Cortese
Keywords
Private IG fixed income allocations private credit investment grade credit secular drivers portfolios
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.

Ratings

Global:
4.8 rating 27 reviews

USA

4.8 ratings 22 reviews

UK

5.0 ratings 2 reviews

Canada

5.0 ratings 1 reviews

Australia

5.0 ratings 1 reviews

South Africa

5.0 ratings 1 reviews

Ireland

0.0 ratings 0 reviews

New Zealand

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Singapore

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