Best Torsten Slok Podcasts (2025)

1
Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next? 48:11

19d ago48:11

48:11

Listen 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 deal uncertainty, and geopolitical conflict. Torsten also explores potential implications for capital markets and much more.…

1
Private Credit Investing in Volatile Times 38:03

2M ago38:03

38:03

Listen 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 as the need for direct, larger, and more flexible financing is sticky and likely to be reinforced by economic uncertainty.By Torsten Sløk

1
Credit Investing Amid Post “Liberation Day” Uncertainty 33:44

3M ago33:44

33:44

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?…

1
Beyond 60/40: Private Assets in an Era of High Public Valuations 26:54

4M ago26:54

26:54

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.…

1
How Can Private IG Enhance Fixed Income Allocations? 29:54

5M ago29:54

29:54

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, it…

1
Can Private Markets Be the Alternative to Lofty Public Market Valuations? 28:12

6M ago28:12

28:12

Listen 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 against a backdrop of significantly elevated public market valuations.By Torsten Sløk

1
2025 Economic Outlook: Firing on All Cylinders 53:11

7M ago53:11

53:11

Listen 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 capital markets?By Torsten Sløk

1
Private Credit Investing in a Post-Fed Rate Cut World 33:45

8M ago33:45

33:45

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 credit markets amid the Fed’s shift to easing monetary policy and the election of Donald Trump as the next US President.By Torsten Sløk

1
Real Estate: Is This the Entry Point We’ve All Been Waiting For? 29:09

9M ago29:09

29:09

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 next for real estate in general and real estate equity in particular, in the wake of an aggressive rate cut by the US Federal Reserve.By Torsten Sløk

1
The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets? 45:15

10M ago45:15

45:15

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 growth and inflation. Also: What impact will lower rates have on financial markets?By Torsten Sløk

1
Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara 28:08

12M ago28:08

28:08

Listen 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 help align risk levels and returns, and how that dynamic is helping risk premia hold up in private markets.By Torsten Sløk

1
The Search for Risk Premium with Apollo Strategist Alex Wright 24:57

1y ago24:57

24:57

Listen 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 attractive risk premia at a time of elevated interest rates and lofty valuations. They also tackle a top-of-mind question: Is the private credit market growing too fast?…

1
Mid-Year Outlook: An Unstable Economic Equilibrium 49:04

1y ago49:04

49:04

Listen 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 economy as policymakers try to tame inflation without sending the economy into recession. It’s a wide-ranging conversation that includes the outlook for GDP growth, inflation, in…

1
Real Estate: Opportunities and Risks in an Unprecedented Market 32:17

1y ago32:17

32:17

Listen 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 unprecedented conditions in the US real estate market, and how opportunities can be found as rates stay higher for longer.By Torsten Sløk

1
Building Resilience: Selecting the Right Assets for an Alternatives Portfolio 24:27

1y ago24:27

24:27

Listen 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 volatility at a time of high asset-class correlation, and how adding alternatives with a focus on factors such as cash-flow generation and valuation can make portfolios more resilie…

1
Private Credit Investing in a “Higher for Longer” Environment 32:48

1+ y ago32:48

32:48

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” interest-rate environment can mean for investors in private credit. Their wide-ranging conversation assesses current market conditions, discusses how the private credit market is growing and evolving, a…

1
How PE Secondaries Can Enhance Diversification in Volatile Times 31:50

1+ y ago31:50

31:50

Listen 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 opportunities for investors seeking diversification in an environment where rates are seen higher for longer and public equity valuations remain lofty. It’s a wide-ranging conversatio…

1
Adjusting Portfolio Allocations Amid an Uncertain Outlook 37:21

1+ y ago37:21

37:21

Listen 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 the current state of the capital markets, including reading the Fed’s tea leaves, asset allocation in 2024, and the growing deployment of alternatives in wealth portfolios.…

1
What’s Next After the Fed “Pivot?” 47:07

1+ y ago47:07

47:07

Listen 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 December 2023 “pivot” and its potential effects on the economy and capital markets in 2024. It’s a wide-ranging conversation, covering the outlook for rates, inflation, co…

1
Where to Find Opportunities in a Shifting Economic Landscape? 31:27

1+ y ago31:27

31:27

Listen 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 environment. They cover a lot: credit, equity, and real estate relative valuations; real-estate investments in the sunbelt and other “non-gateway” cities; what portfolio allocati…

1
How to Think About the Role of Private Capital in the Clean Transition 23:03

1+ y ago23:03

23:03

Listen to Apollo Chief Economist Torsten Sløk speak with Olivia Wassenaar, Head of Sustainability and Infrastructure at Apollo, about the outsized and unprecedented investment required for the clean transition. Olivia and Torsten acknowledge the scale and cost of the climate crisis while also voicing optimism about the power and potential of public…

1
How Important Is Vintage in Private Credit Investing Today? 30:12

2y ago30:12

30:12

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, potential opportunities in private credit, and what to watch out for. Jim and Torsten engage in a wide-ranging discussion of the economy, the credit markets, the importance of vintage, and delve into de…

1
Can Alternatives Replace Public Equity? 21:48

2y ago21:48

21:48

Listen to Chief Economist Torsten Sløk talk with Matt O’Mara, a Partner in Apollo’s Insurance Solutions Group, and Keith Black, Adjunct Faculty at the University of Massachusetts, about the concept of public equity replacement. Drawing from the work presented in their latest white paper, Matt and Keith argue how a portfolio of alternatives can keep…

1
Mid-Year Outlook: What’s next for the US economy, inflation, and the Fed? 40:22

2y ago40:22

40:22

Listen to Chief Economist Torsten Sløk discuss his mid-year outlook for the economy, markets, and rates. In a broad-ranging conversation with Global Head of Content Strategy J.P. Vicente, Torsten argues that the economic outlook has worsened over the past six months, and the question now is whether we will see a soft landing or a hard one. Also, he…

1
Private Equity Investing Amid Market Dislocation 26:18

2y ago26:18

26:18

Listen to Co-Head of Private Equity Matt Nord and Chief Economist Dr. Torsten Slok discuss the current private equity investment landscape and how capital markets dislocations have helped create an attractive entry point into the asset class.By Torsten Slok

1
Private Credit Investing in Times of Uncertainty 22:15

2+ y ago22:15

22:15

Listen to Chief Economist Dr. Torsten Slok and Co-Head of Global Performing Credit business Jim Vanek discuss the state of private credit markets, current opportunities, and the outlook for the asset class.By Torsten Slok

1
The Current State of Real Estate: A Look at the US Market 23:12

2+ y ago23:12

23:12

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, cha…

1
Why Alternatives? 19:24

3y ago19:24

19:24

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…

1
A Closer Look at Private Credit 23:33

3y ago23:33

23:33

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.…

1
How should I be positioned? 28:13

3y ago28:13

28:13

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 reces…

1
Inflation, Interest Rates and a Divergent Macroeconomic Environment 43:42

3y ago43:42

43:42

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…

1
Making an Impact: The Future of Sustainable Investing 35:46

3y ago35:46

35:46

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…

1
Today’s Labor Market: What’s Working? 37:27

3+ y ago37:27

37:27

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…

1
Capitalizing on Opportunity in the Insurance Ecosystem 27:57

3+ y ago27:57

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 o…

1
Real Estate in 2021: A Global Opportunity 32:32

3+ y ago32:32

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 …

1
The View From Apollo Trailer 0:39

3+ y ago0:39

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.By Torsten Slok

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