In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Slok and Vice Chairman of Global Real Estate Philip Mintz discuss where they see opportunities amid a still-volatile macroeconomic environment.
In a wide-ranging conversation, the episode explores credit, equity, and real estate relative valuations; real-estate investments in the sunbelt and other “non-gateway” cities; what portfolio allocations might look like in 2024, and much more.
Tags
Market Insight | View from Apollo
December 06, 2023
More Episodes
Market Insight | View from Apollo
December 06, 2023
This Series
Market Insight | View from Apollo
December 06, 2023
Play NextAugust 13, 2025
May 09, 2025
28:15
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.
22:03
In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Sløk speaks with Alex Wright, Global Wealth Strategist in the Client and Product Solutions Group at Apollo, about opportunities to better position portfolios in the midst of continued tariff announcements and the prospect of more market turmoil.
44:24
Join industry leaders Tom Matzzie, Founder and CEO of CleanChoice Energy, and Dickon Pinner, Former Head of Transition Capital at BlackRock and Former Senior Partner & Global Sustainability Lead at McKinsey & Company, for a discussion on the residential solar industry. This session covers evolving U.S. solar policies and tariffs, the surge in electricity demand from data centers, sector-wide financial volatility, and strategic investment opportunities across the U.S. and Europe.
