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Torsten Slok’s Mid-Year Outlook: Three Forces Driving Markets
Jun 24, 2026
Unknown duration
Real Estate: After the Reset
Jun 2, 2026
33m 33s
Private Market Secondaries: The $225 Billion Market Many Wealth Investors Overlook
May 19, 2026
22m 34s
Finding Opportunity in a Converging Credit Market
Apr 30, 2026
22m 51s
Investing Across the Credit Cycle
Apr 23, 2026
35m 11s
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Resolving iTunes ID\u2026 if this persists, the podcast may not be indexed on Apple Podcasts.
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/24/26 | Torsten Slok’s Mid-Year Outlook: Three Forces Driving Markets | As the second half of 2026 begins, Apollo Chief Economist Torsten Slok outlines the key macro dynamics shaping the landscape. He explains why the AI boom has evolved far beyond a technology story, how an industrial renaissance is reshaping manufacturing and investment opportunities, and how government policy is providing additional support for growth. He also discusses the implications for inflation, interest rates, asset allocation, and credit markets while outlining the key indicators he's watching for the months ahead. For more from Torsten and to see a replay of his full outlook webcast, visit ApolloAcademy.com. And you can subscribe to his Daily Spark newsletter at Apollo.com/daily-spark. | — | ||||||
| 6/2/26 | Real Estate: After the Reset✨ | real estateinvestment opportunities+3 | Bert Crouch | HALO assetsApollo Global Management | real estate markethousing+2 | real estateinterest rates+6 | — | 33m 33s | |
| 5/19/26 | Private Market Secondaries: The $225 Billion Market Many Wealth Investors Overlook✨ | private market secondariesliquidity tools+3 | Steve Lessar | Apollo Global Management | — | private marketsecondaries+5 | — | 22m 34s | |
| 4/30/26 | Finding Opportunity in a Converging Credit Market✨ | credit marketsinvestment opportunities+4 | Brian WeinsteinJohn Cortese | Apollo Global Management | — | credit market convergenceinvestment strategies+4 | — | 22m 51s | |
| 4/23/26 | Investing Across the Credit Cycle✨ | credit marketprivate credit+4 | Akila GrewalChris Edson+2 | Apollo Global Management | — | credit cycleinvestment+4 | — | 35m 11s | |
| 3/31/26 | Private Equity Portfolios: Three Key Dimensions of Diversification✨ | diversificationprivate equity+3 | Bryn Gostin | — | — | private equitydiversification+6 | — | 41m 41s | |
| 3/12/26 | Torsten Slok on the US Economy: Resilience Under Pressure✨ | US economyAI investment+5 | Torsten Slok | Apollo Global Management | US | US economyAI investment+5 | — | 22m 18s | |
| 2/17/26 | Allocation Insights: Asset-Backed Finance Is the Engine Behind Private Credit’s Next Chapter✨ | private marketsasset-backed finance+3 | Michael Paniwozik | Apollo Global Management | — | private creditasset-backed finance+3 | — | 26m 52s | |
| 1/22/26 | Convergence: The Integration and Evolution of Credit Markets✨ | credit marketspublic credit+3 | — | Apollo Global Management | — | credit marketsconvergence+3 | — | 43m 05s | |
| 12/17/25 | 2026 Outlook: Resilience Meets Momentum✨ | macroeconomicsUS economy+5 | Torsten Slok | Apollo Global Management | US | 2026 Outlookmacroeconomic forces+5 | — | 27m 08s | |
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| 11/24/25 | Private Equity: Alpha in an Evolving Market✨ | private equitymarket environment+4 | Bryn Gostin | Apollo Global Management | — | private equitymarket trends+4 | — | 55m 01s | |
| 10/23/25 | What’s Driving the Shift in Portfolio Construction: Private Credit, Private Equity, and the New Market Reality✨ | portfolio constructionprivate credit+3 | — | Apollo Global Managementprivate credit+2 | — | private creditportfolio construction+4 | — | 33m 23s | |
| 10/6/25 | Origination: The $40 Trillion Engine of Private Credit | 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 private investment-grade credit opportunities that can offer enhanced yield. Chris Edson, Partner and Head of Origination, explains what this differentiated origination engine can deliver for investors and borrowers. | — | ||||||
| 9/19/25 | Tensions Rising: The Fed Meeting, Stagflation Signals, and What It Can Mean for Portfolios | 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 crosscurrents and what they could mean for markets and portfolios. | — | ||||||
| 8/13/25 | The Asset-Backed Finance Market Is Having a Moment | 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 $20 trillion global market works. | — | ||||||
| 7/17/25 | Another Chance to Position Portfolios for Tariff Turmoil? | 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 portfolios in the midst of continued tariff announcements and the prospect of more market turmoil. | — | ||||||
| 6/27/25 | Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next? | 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 potential implications for capital markets and much more. | — | ||||||
| 5/9/25 | Private Credit Investing in Volatile Times | Listen to Torsten Sløk, Apollo’s Chief Economist, and Jim Vanek, Partner and Co-Head Global Performing Credit, discuss why demand for private credit is expected to remain strong as the need for direct, larger, and more flexible financing is sticky and likely to be reinforced by economic uncertainty. | — | ||||||
| 4/11/25 | Credit Investing Amid Post “Liberation Day” Uncertainty | Listen to Apollo Chief Economist Torsten Sløk and Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, discuss the impact of the Trump administration’s new trade regime on credit markets. In an environment of heightened uncertainty and ongoing trade negotiations, what should be the focus? | — | ||||||
| 3/10/25 | Beyond 60/40: Private Assets in an Era of High Public Valuations | Listen to Apollo Chief Economist Torsten Sløk speak with Matt O’Mara, Apollo Partner and co-head of Apollo Aligned Alternatives, about how a combination of expensive public assets, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets. | — | ||||||
| 2/14/25 | How Can Private IG Enhance Fixed Income Allocations? | Listen to Torsten Sløk, Apollo's Chief Economist and John Cortese, Partner and Global Head of trading at the Firm, explore a lesser-known area of private credit—Investment Grade Private Credit, or Private IG. In a wide-ranging conversation, they discuss what Private IG is, the key differences with public investment grade credit, secular drivers, its potential role in portfolios, and much more. | — | ||||||
| 1/16/25 | Can Private Markets Be the Alternative to Lofty Public Market Valuations? | Listen to Torsten Sløk, Apollo’s Chief Economist and Alex Wright, Partner and Global Wealth Strategist at the firm, discuss the role of private markets in diversifying portfolios against a backdrop of significantly elevated public market valuations. | — | ||||||
| 12/16/24 | 2025 Economic Outlook: Firing on All Cylinders | Listen to Apollo Chief Economist Torsten Sløk discuss his 2025 Economic Outlook, with forecasts for GDP, inflation, and monetary policy. Plus: What are the implications for capital markets? | — | ||||||
| 11/13/24 | Private Credit Investing in a Post-Fed Rate Cut World | Listen to Apollo Chief Economist Torsten Sløk and Jim Vanek, Co-Head of Global Performing Credit at Apollo, discuss their views on what’s next for credit markets amid the Fed’s shift to easing monetary policy and the election of Donald Trump as the next US President. | — | ||||||
| 10/17/24 | Real Estate: Is This the Entry Point We’ve All Been Waiting For? | Listen to Apollo Chief Economist Torsten Sløk and Jess Lipsey, a Partner in the Real Assets Group at Apollo, discuss their views on what might come next for real estate in general and real estate equity in particular, in the wake of an aggressive rate cut by the US Federal Reserve. | — | ||||||
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