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.
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Market Insight | View from Apollo
December 06, 2023
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Market Insight | View from Apollo
December 06, 2023
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Market Insight | View from Apollo
December 06, 2023
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Torsten Slok, Apollo’s Chief Economist, and Jim Vanek, Partner and Co-Head of Global Performing Credit at the firm, discuss why the demand for private credit remains strong and is expected to be reinforced by economic uncertainty.
In today’s policy debates, most of the attention centers on goods, how we tax them, trade them, or protect them. Tariffs, reshoring, and supply chains dominate headlines. But the more consequential global contest may not be over goods at all, but rather over capital.
Dive into carbon capture, utilization and storage (CCUS) with insights from two industry leaders: Julio Friedmann, Chief Scientist of Carbon Direct and Former Principal Deputy Assistant Secretary at the U.S. Office of Fossil Energy, and Sarah Saltzer, Managing Director of the Stanford Center for Carbon Storage, the Smart Fields Consortium & the Stanford University Energy Transition Research Institute. This session covers the historical evolution of CCUS, technical capture methods, geological storage requirements, and policy considerations for carbon investment in this comprehensive expert briefing.