The View From Apollo
The View From Apollo
Podcast Description
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.
Podcast Insights
Content Themes
The podcast focuses on macroeconomic analysis, investment strategies, and financial markets. Specific episode topics include the implications of tariff announcements for portfolio positioning, analyzing stagflation probabilities, and navigating private credit opportunities during market volatility. Episodes like 'Private Credit Investing in a Volatile Economy' exemplify the show's emphasis on current market conditions and investor strategies.
Private markets have moved from a portfolio complement to a core role. The question is no longer whether to invest, but how to allocate with precision.
From credit to equity and everything in between, The Allocation focuses on specific asset classes and market outlooks. You will hear where private investments fit within the total portfolio, how they compare to public market equivalents, and the role they play in diversification and long-term performance.
These conversations connect macroeconomic and thematic insights to allocation decisions. We explore how to approach sizing, structure and implementation across different mandates and portfolio frameworks.
Produced by Apollo Global Management, The Allocation features leaders, investors and portfolio managers directly shaping these markets and offers a practical lens on how private markets are being integrated into portfolios today.
From digital to power grid modernization, from transport to environmental services, infrastructure represents a projected $75+ trillion in investment over the next decade. Apollo Partners Harry Seekings and Vittorio Lacagnina have spent decades in infrastructure investing, and here they discuss what Seekings sees as a “generational” opportunity. They also discuss how Apollo approaches the asset class across the full capital structure and why the potential for stable cash flows, inflation protection, and low correlation to public markets can make infrastructure a significant portfolio diversifier for both institutional and wealth investors.
Disclaimer
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