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The View From Apollo

Torsten Slok
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
Market Volatility

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 ... more

PublishesMonthlyEpisodes39Founded4 years ago
Number of ListenersCategories
BusinessInvestingEntrepreneurship

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Artwork for The View From Apollo

Latest Episodes

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

Listen to Apollo Chief Economist Torsten Sløk and Alex Wright, Global Wealth Strategist in the Client and Product Solutions Group at Apollo, analyze conditions and valuations in equity and credit markets and discuss opportunities to better position p... more

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 poten... more

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Recent Guests

Torsten Slok
Chief Economist at Apollo
Apollo Global Management
Episode: Tensions Rising: The Fed Meeting, Stagflation Signals, and What It Can Mean for Portfolios
Jim Vanek
Co-Head of Apollo's Global Performing Credit Platform
Apollo Global Management
Episode: Private Credit Investing in Volatile Times
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?
Alex Wright
Global Wealth Strategist at Apollo
Apollo Global Management
Episode: Can Private Markets Be the Alternative to Lofty Public Market Valuations?
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?
Randy Anderson
Partner in the RealAssets Group at Apollo
Apollo Global Management
Episode: Real Estate: Opportunities and Risks in an Unprecedented Market
Matt O'Mara
Partner in the Insurance Solutions Group at Apollo
Apollo Global Management, Inc.
Episode: Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
Steve Lessar
Co-Head of Sponsor and Secondary Solutions at Apollo
Apollo Global Management
Episode: How PE Secondaries Can Enhance Diversification in Volatile Times

Host

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

Reviews

4.9 out of 5 stars from 73 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.

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?

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. Capital Allocators – Inside the Institutional Investment Industry
4. The Memo by Howard Marks
5. Dry Powder: The Private Equity Podcast

How many episodes of The View From Apollo are there?

The View From Apollo launched 4 years ago and published 39 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. Torsten Slok
2. Jim Vanek
3. Robert Bittencourt
4. John Cortese
5. Alex Wright
6. Jess Lipsey
7. Randy Anderson
8. Matt O'Mara

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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