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In This Episode
Partner, Chief Economist
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Partner, Chief Economist
He explains why the US economy has remained surprisingly resilient despite pronounced headwinds and how AI-driven investment, fiscal policy and easing energy prices are setting the stage for a potential rebound.
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 about risk, value creation, and where alpha lives.
The story of 2026 is not a single trend, but a set of intertwined forces. Some push against growth: rising consumer delinquencies, uneven savings and a widening K-shaped economy. Others propel us forward: improving credit metrics, a weaker dollar and the ongoing AI buildout.
Apollo Chief Economist Torsten Slok breaks down these dynamics and more using the same chart-driven, data-first approach that defines The Daily Spark—but expanded to offer a comprehensive view of the 2026 outlook.
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