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The View From Apollo

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

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

PublishesMonthlyEpisodes46Founded4 years ago
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BusinessEntrepreneurshipInvesting

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Artwork for The View From Apollo

Latest Episodes

AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target are creating persistent crosscurrents that complicate the outlook. As the first q... more

Private markets are playing a growing role in wealth portfolios. And understanding where opportunities are emerging has never been more important.

In this episode of The View from Apollo, we introduce Allocation Insights, a recurring series focused ... more

In this episode of The View From Apollo, we introduce Convergence, a new recurring series featuring a running conversation about the evolution and integration of public and private credit markets. In today's show, our hosts Brian Weinstein and John C... more

Chief Economist Torsten Slok lays out the key forces shaping the 2026 macro landscape. He explains why the US economy has remained surprisingly resilient despite pronounced headwinds and how AI-driven investment, fiscal policy and easing energy price... more

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Recent Guests

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
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?

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 76 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.

Talking Points

Recent interactions between the hosts and their guests.

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.
Torsten Slok on the US Economy: Resilience Under Pressure
Q: How are you feeling about the current economic outlook and how does the mix of headwinds and tailwinds look today?
Despite a volatile backdrop, the economy remains solid with AI-driven growth, the industrial renaissance, and major policy supports. The combination creates a positive, though nuanced, outlook for 2026, with some small headwinds from tariffs and geopolitical risk.
Allocation Insights: Asset-Backed Finance Is the Engine Behind Private Credit’s Next Chapter
Q: How have we built this business at Apollo?
Apollo built its Asset Back Investing Business with a mandate to deliver safe yield, focusing on quality assets and risk management through direct origination and control over the asset flow.

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. Capital Allocators – Inside the Institutional Investment Industry
2. The Memo by Howard Marks
3. Exchanges
4. Masters in Business
5. Odd Lots

How many episodes of The View From Apollo are there?

The View From Apollo launched 4 years ago and published 46 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. Michael Paniwozik
2. Akila Grewal
3. Chris Edson
4. Torsten Slok
5. Jim Vanek
6. Robert Bittencourt
7. John Cortese
8. Alex Wright

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