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 NextMay 09, 2025
April 11, 2025
February 14, 2025
Discover insights on the future of climate change and sustainability policy from Sheldon Whitehouse, U.S. Senator of Rhode Island and Ranking Member of the Senate Environment and Public Works (EPW) Committee. In this expert briefing, he addresses topics like energy market challenges, clean energy initiatives, geopolitical considerations, and what the business community should expect going forward.
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.