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The View From Apollo

Apollo Global Management
Interest Rates
Inflation
Real Estate Market
Real Estate
Federal Reserve
Credit Markets
Private Credit
Apollo Global Management
Private Equity
Investment Opportunities
Clean Transition
Secondary Market
Commercial Real Estate
Geopolitical Risks
Office Real Estate
Macroeconomic Trends
Consumer Spending
Risk Premia
Climate Change
Liquidity

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

PublishesMonthlyEpisodes41Founded4 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for The View From Apollo

Latest Episodes

In this episode of The View From Apollo, Apollo Global Head of Product Akila Grewal breaks down why private credit’s growth reflects fundamentals, not froth, and how investors are evolving their portfolios to balance liquidity, yield, and long-term o... more

The rapid growth in private credit markets has been fueled by a surge in new loan originations by private lenders. Apollo’s proprietary origination ecosystem is built to align with the growing needs of borrowers while providing investors access to pr... more

As the Fed cut rates at its September meeting, tensions surfaced—between growth, inflation, employment, and the expectation of more cuts to come. In this episode of The View from Apollo, Torsten Sløk, Apollo's Chief Economist, unpacks these crosscurr... more

In 2025’s turbulent market environment, one corner of private credit is enjoying its moment in the sun: asset-backed finance. In this episode of The View from Apollo, Bret Leas, Apollo’s Co-Head of Asset-Backed Finance, explains how this estimated $2... more

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Recent Guests

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
Torsten Slok
Chief Economist at Apollo
Apollo Global Management
Episode: Tensions Rising: The Fed Meeting, Stagflation Signals, and What It Can Mean for Portfolios
Alex Wright
Global Wealth Strategist in Apollo's Client and Product Solutions Group
Apollo Global Management
Episode: Another Chance to Position Portfolios for Tariff Turmoil?
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?
Matt O'Mara
A partner in Apollo's Insurance Solutions Group with a far-ranging perspective across markets.
Apollo Global Management
Episode: Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara
Randy Anderson
Partner in the RealAssets Group at Apollo
Apollo Global Management
Episode: Real Estate: Opportunities and Risks in an Unprecedented Market

Host

Torsten Slok
Chief Economist at Apollo Global Management, and frequent media commentator on economic trends.

Reviews

4.9 out of 5 stars from 74 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 Statesa year 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
    Francea year ago

Listeners Say

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

Some feedback highlights concerns over lengthy disclaimers, suggesting a desire for more concise information delivery.
The discussions are often seen as timely, relevant, and informative, providing significant value to finance professionals.
Listeners appreciate the expert insights into complex economic trends and their practical implications for investments.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Another Chance to Position Portfolios for Tariff Turmoil?
Q: What do you mean when you say investors have been given a gift?
Alex explains that after the highs and lows experienced in the stock market, especially following tariff announcements, there exists an opportunity to reassess portfolio allocations effectively.
Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next?
Q: You also mentioned two significant risks to your outlook. Can you explain the first risk regarding the US fiscal situation?
The fiscal situation poses risks due to an increasing debt-to-GDP ratio and entitlements like Social Security and Medicare driving up government expenditures.
Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next?
Q: So because this is all happening so fast, right, that the hard economic data hasn't really caught up to the soft indicators, particularly confidence surveys about the future, right? Are we being too pessimistic here or is the worst yet to come?
The economy is still holding up well for now, but there are fears that a slowdown could come faster, especially with student loans resuming.
Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next?
Q: Torsten, if you could summarize the effects of Trump's new trade regimes so far, what would they be?
The effects include the direct impact of tariffs on GDP and inflation and a second uncertainty effect on corporate and consumer confidence.
Credit Investing Amid Post “Liberation Day” Uncertainty
Q: What are the things that you'll be watching as signals to where credit markets might go from here?
Market participants will be watching for tangible signs of trade deals and the state of play with China as key indicators for future credit market movements.

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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?

Featuring insights from the Chief Economist at a leading global investment firm, timely market trends and macroeconomic discussions form the core of the content. A range of experts contribute to in-depth conversations that explore the implications of economic conditions on businesses and investment strategies. Episodes tackle critical issues such as inflation, interest rates, and the impact of tariffs, providing listeners with a robust understanding of the financial landscape and actionable insights for navigating market volatility. This podcast uniquely combines expert analysis with practical investment advice, making it a valuable resource for investors and business professionals alike.

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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. The Insight by Oaktree Capital
4. Capital Allocators – Inside the Institutional Investment Industry
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 41 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The View From Apollo?

Recent guests on The View From Apollo include:

1. Akila Grewal
2. Chris Edson
3. Torsten Slok
4. Alex Wright
5. Robert Bittencourt
6. John Cortese
7. Jess Lipsey
8. Matt O'Mara

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