The Allocation Podcast

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Abstract Green text 38:44
Can AI Earn It Back? The $2 Trillion Test and Other Forces Reshaping Markets and Portfolios
September 10, 2026
Between now and 2030, roughly $5 trillion will be spent building the infrastructure for AI. To justify that investment, businesses and individuals will need to spend $2 trillion a year on AI services. Whether AI can earn back what's being spent on it is a defining question of this investment cycle, with impacts to be felt across debt and equity markets. Rob Bittencourt, who leads Apollo Thematic Investing, has spent his career tracking exactly these kinds of non-linear shifts. In this conversation, Rob breaks down the state of AI adoption and what enterprise ROI pressure means for the cycle and investor portfolios. He also discusses two other themes his team is tracking: US reindustrialization and why private capital may be better positioned than public markets to finance it, and the forces that are beginning to reshape finance itself.
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Al Tylis 36:30
Sports as an Asset Class: The $2.5 Trillion Opportunity
August 20, 2026
Apollo Sports Capital’s newly announced financing agreement with Yankees Global Enterprises represents a watershed moment for investing in sports. It also exemplifies Apollo’s strategic approach to the sports market. In this premier episode of The Allocation, Apollo Sports Capital CEO Al Tylis unpacks the forces driving sports as an investable asset class, including media rights, global fan engagement, hybrid financing demand and the evolution of team ownership. With the sports ecosystem now representing a $2.5 trillion opportunity, Tylis explains why financing, not just ownership, may be its most compelling play.
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Matt Nord Green Headshot 22:28
Hybrid: Rethinking Risk and Return
July 07, 2026
Head of Hybrid Matt Nord shares Apollo’s view of hybrid as a risk-reward framework that can provide the flexibility to invest across the capital structure. He explains why demand for flexible capital solutions is growing and why investors are increasingly drawn to hybrid's combination of equity-like return potential and credit-like downside protection.
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Logo tile for “The View from Apollo” podcast, featuring an illustration of an eye and accompanying a discussions on asset allocation, and alternative investment strategies amid shifting market conditions. 23:51
June 24, 2026
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.
Logo tile for “The View from Apollo” podcast, featuring an illustration of an eye and accompanying a discussions on asset allocation, and alternative investment strategies amid shifting market conditions. 33:33
June 03, 2026
Higher interest rates have contributed to a wholesale reset of valuations across the real estate market. On this episode, Apollo’s Bert Crouch discusses why fundamentals in sectors like housing, logistics, and senior living remain resilient, and where investors are finding opportunities in a market increasingly shaped by demographic trends, the need for operational expertise, and mounting demand for “HALO” assets.
Apollo’s podcast explores timely market insights from the Chief Economist of Apollo Global Management, Dr. Torsten Slok. The podcast features in-depth conversations about real asset investing, asset allocation, and alternative assets as market conditions evolve. 22:34
May 20, 2026
On this episode of the View From Apollo’s Allocation Insights series, Alex Wright and Diana Sands are joined by Partner and Co-Head of Apollo's Sponsor & Secondary Solutions business Steve Lessar to discuss how private market secondaries have evolved from a niche liquidity tool to a core allocation of modern private market portfolios, which can offer immediate exposure to mature assets and attractive risk-adjusted return potential.
Logo tile for “The View from Apollo” podcast, featuring an illustration of an eye and accompanying a discussions on asset allocation, and alternative investment strategies amid shifting market conditions. 22:50
May 01, 2026
In our second Convergence episode on the merging of private and public credit markets, partners Brian Weinstein and John Cortese unpack how rapidly shifting conditions are reshaping where and how investors find opportunity. With AI-driven disruption, geopolitical events and other dynamics in play, what looked like a more straightforward buyer’s market just months ago has evolved into a more nuanced market defined by dispersion, complexity and the need for deeper underwriting.
Logo tile for “The View from Apollo” podcast, featuring an illustration of an eye and accompanying a discussions on asset allocation, and alternative investment strategies amid shifting market conditions. 35:11
April 24, 2026
In our latest Allocation Insights episode on market movement and what we’re hearing from investors around the world, Diana Sands and Alex Wright speak with four Apollo partners at the firm’s recent Credit Annual General Meeting – Akila Grewal, Chris Edson, Jim Vanek and Chris Lahoud – to explore how the breadth and integration of Apollo’s platform is designed to perform throughout credit cycles and capture value across the full credit spectrum.
Logo tile for “The View from Apollo” podcast, featuring an illustration of an eye and accompanying a discussions on asset allocation, and alternative investment strategies amid shifting market conditions. 41:41
April 01, 2026
Diversification has long been a cornerstone of investing, but what does it really mean in private equity today? In this episode, lead equity product specialist Bryn Gostin explores how diversification across managers, company size and sectors can help support more resilient portfolios in today’s evolving landscape. He explores shifting industry dynamics, the risks of concentrated exposure — particularly in software — and why a more balanced, multi-dimensional approach may be key to building durable private equity portfolios.
Logo tile for “The View from Apollo” podcast, featuring an illustration of an eye and accompanying a discussions on asset allocation, and alternative investment strategies amid shifting market conditions. 20:19
March 12, 2026
AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target are creating persistent crosscurrents that complicate the outlook.
Logo tile for “The View from Apollo” podcast, featuring an illustration of an eye and accompanying a discussions on asset allocation, and alternative investment strategies amid shifting market conditions. 26:51
February 17, 2026
In this episode of The View from Apollo, we introduce Allocation Insights, a recurring series focused on how private markets are reshaping wealth portfolios. To kick off the series, hosts Alex Wright and Diana Sands are joined by Partner and Global Head of Structured Credit Investing Michael Paniwozik to discuss one of the fastest-growing areas of private markets: asset-backed finance.
Logo tile for “The View from Apollo” podcast, featuring an illustration of an eye and accompanying a discussions on asset allocation, and alternative investment strategies amid shifting market conditions. 43:05
January 22, 2026
In this episode of The View From Apollo, we introduce Convergence, a new recurring series featuring a running conversation about the evolution and integration of public and private credit markets. In today’s show, our hosts Brian Weinstein and John Cortese ask if the convergence of public and private represents the biggest shift in credit market history and discuss what these changes can mean for portfolios and investors.

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December 31, 2020

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