Another Chance to Position Portfolios for Tariff Turmoil?

In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok speaks with Alex Wright, Global Wealth Strategist in the Client and Product Solutions Group at Apollo, about how to better position portfolios in the midst of continued tariff announcements and the prospect of more market turmoil.

After a wild ride for markets in the first half of 2025, Torsten and Alex agree that this opportunity to reposition portfolios seems like an unexpected gift.

The View from Apollo features conversations with thought leaders across Apollo and portfolio companies of funds managed by Apollo, each bringing their unique perspectives on current macroeconomic trends, the impact to various businesses, and what it can mean for investors.