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The View From Apollo

Apollo Global Management
Private Credit
Inflation
Interest Rates
Private Markets
Private Equity
Credit Markets
Apollo Global Management
Asset-Backed Finance
Federal Reserve
Real Estate
Real Estate Market
Tariffs
Public Markets
60-40 Portfolio
Consumer Spending
S&P 500
Public Equity
United States
Stagflation
GDP Growth

The View from Apollo takes you inside one of the world’s leading asset managers as it navigates changing markets and uncovers opportunity in private credit, private equity, real assets, and beyond. Conversations with Apollo’s leaders and strategists give you a front-row seat to their ideas and analysis on portfolio management and the evolution of private markets. Learn how leading investors think ... more

PublishesMonthlyEpisodes50Founded4 years ago
Number of ListenersCategories
BusinessEntrepreneurshipInvesting

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Artwork for The View From Apollo

Latest Episodes

On this episode of the View From Apollo’s Allocation Insights series, Alex Wright and Diana Sands are joined by Partner and Co-Head of Apollo's Sponsor & Secondary Solutions business Steve Lessar to discuss how private market secondaries have evolved... more

In our second Convergence episode on the merging of private and public credit markets, partners Brian Weinstein and John Cortese unpack how rapidly shifting conditions are reshaping where and how investors find opportunity. With AI-driven disruption,... more

In an evolving credit market, how should investors weigh opportunity and risk in the $40 trillion private credit landscape? In our latest Allocation Insights episode on market movement and what we’re hearing from investors around the world, Diana San... more

Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gostin explores how diversification across managers, company size and sectors can hel... more

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Recent Guests

Chris Lahoud
Head of Opportunistic Credit
Apollo Global Management
Episode: Investing Across the Credit Cycle
Bryn Gostin
Apollo's equity product specialist
Apollo Global Management
Episode: Private Equity Portfolios: Three Key Dimensions of Diversification
Torsten Slok
Chief Economist at Apollo
Apollo Global Management
Episode: Torsten Slok on the US Economy: Resilience Under Pressure
Michael Paniwozik
Partner and global head of structured credit investing
Apollo Global Management
Episode: Allocation Insights: Asset-Backed Finance Is the Engine Behind Private Credit’s Next Chapter
Akila Grewal
Apollo's global head of product, who works at the intersection of markets and investors.
Apollo Global Management
Episode: What’s Driving the Shift in Portfolio Construction: Private Credit, Private Equity, and the New Market Reality
Chris Edson
Global head of origination at Apollo
Apollo Global Management
Episode: Origination: The $40 Trillion Engine of Private Credit
Robert Bittencourt
Partner and co-head of Opportunistic Credit at Apollo
Apollo Global Management
Episode: Credit Investing Amid Post “Liberation Day” Uncertainty
John Cortese
Global Head of Trading at Apollo
Apollo Global Management
Episode: How Can Private IG Enhance Fixed Income Allocations?
Jess Lipsey
Partner in Apollo's Real Assets Group, responsible for sourcing, executing, and monitoring private real estate investments.
Apollo Global Management
Episode: Real Estate: Is This the Entry Point We’ve All Been Waiting For?

Hosts

Alex Wright
Global Wealth Strategist in Apollo's Client and Product Solutions Group
Brad Young
Head of Client Content Strategy

Reviews

4.9 out of 5 stars from 77 ratings
  • Part of my core podcasts

    Excellent for staying current on an industry that has historically not had the transparency of public markets. 👍

    Apple Podcasts
    5
    mrdjsk
    United States2 years ago
  • the disclaimers

    The disclaimers being almost as long as the podcast says it all about the quality of the information provided…

    Apple Podcasts
    1
    juirrtyu
    France2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

High-caliber guests and timely macro insights make it valuable for staying current on private markets.
Strong emphasis on asset-backed finance and private credit dynamics.
Guest roster often includes Apollo leaders, lending credibility to insights.
Disclaimers can be lengthy, which may affect listening time but signals rigorous information.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#230
United States/Business/Investing
Apple Podcasts
#164
Canada/Business/Investing
Apple Podcasts
#49
Italy/Business/Investing
Apple Podcasts
#204
Italy/Business
Apple Podcasts
#46
Hong Kong/Business/Investing
Apple Podcasts
#74
Indonesia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Investing Across the Credit Cycle
Q: How are you seeing credit markets in the early days of 2026?
The team sees a similar overall opportunity set to late 2025, with a robust M&A environment and a potential early default cycle driven by AI's impact on software. They expect risk-off dynamics to emerge for weaker issuers, while top-of-capital-structure risks and private credit structures continue to offer attractive, protected returns.
Private Equity Portfolios: Three Key Dimensions of Diversification
Q: Diversification is important no matter what the investment strategy or asset class is. In private equity, what does that really mean?
Diversification in private equity should be viewed across three axes: manager diversification to avoid concentration in smaller funds, diversification by enterprise value to include a mix of company sizes with different debt profiles and risk characteristics, and sector diversification to balance exposure between growth-oriented tech/software and more capital-intensive, durable assets.
Torsten Slok on the US Economy: Resilience Under Pressure
Q: Are we seeing AI impacts in macro data yet, or is the signal still mostly micro and firm-level?
So far, AI effects are evident more in micro and firm-level productivity and hiring trends, not yet clearly visible in broader macro data, but expectations are that the impact will emerge over time as AI adoption scales.
Torsten Slok on the US Economy: Resilience Under Pressure
Q: How should investors think about AI and diversification in a world where AI is pervasive across equities, bonds, and venture capital?
AI exposure is widespread across many asset classes, which can reduce diversification benefits. Investors should consider payload assets—non-AI assets like gold and non-AI equities and credit—to maintain diversification and hedge against AI-driven volatility.
Torsten Slok on the US Economy: Resilience Under Pressure
Q: What are the main geopolitical and policy factors investors should monitor, and how might they affect inflation and Fed policy?
Oil price shocks can lift headline inflation modestly and potentially more on the unemployment side, complicating the Fed's path to rate cuts. The Federal Reserve will balance inflation with labor market strength, and policy may stay tighter longer if these shocks persist.

Audience Metrics

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Frequently Asked Questions About The View From Apollo

What is The View From Apollo about and what kind of topics does it cover?

This show covers private markets with a focus on private credit, private equity, asset-backed finance, and related asset classes. Episodes typically feature Apollo leaders and strategists discussing macro trends, portfolio construction, deal dynamics, and how investors can position portfolios amid volatility, tariffs, and evolving liquidity. A notable strength is the emphasis on practical, market-facing insights and real-world examples from inside a leading asset manager, with recurring attention to risk management, diversification, and alpha generation in private markets.

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Which podcasts are similar to The View From Apollo?

These podcasts share a similar audience with The View From Apollo:

1. The Credit Edge by Bloomberg Intelligence
2. FICC Focus
3. Capital Allocators – Inside the Institutional Investment Industry
4. Dry Powder: The Private Equity Podcast
5. The Memo by Howard Marks

How many episodes of The View From Apollo are there?

The View From Apollo launched 4 years ago and published 50 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The View From Apollo?

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What guests have appeared on The View From Apollo?

Recent guests on The View From Apollo include:

1. Chris Lahoud
2. Bryn Gostin
3. Torsten Slok
4. Michael Paniwozik
5. Akila Grewal
6. Chris Edson
7. Robert Bittencourt
8. John Cortese

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