The View From Apollo

Apollo Global Management
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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.

  1. HÁ 6 H

    Private Equity Portfolios: Three Key Dimensions of Diversification

    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.

    21 min

  2. 12 DE MAR.

    Torsten Slok on the US Economy: Resilience Under Pressure

    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. As the first quarter of 2026 draws to a close, Apollo Chief Economist Torsten Slok examines the tension between solid fundamentals and mounting uncertainty, and what it could mean for investors.

    22 min

  3. 17 DE FEV.

    Allocation Insights: Asset-Backed Finance is the Engine Behind Private Credit’s Next Chapter

    Private markets are playing a growing role in wealth portfolios. And understanding where opportunities are emerging has never been more important. 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. They break down what asset-backed finance is, why it’s gaining momentum, and why investors are paying attention.

    27 min

  4. 22 DE JAN.

    Convergence: The Integration and Evolution of Credit Markets

    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.

    43 min

  5. 17/12/2025

    2026 Outlook: Resilience Meets Momentum

    In this episode of The View from Apollo, Chief Economist Torsten Slok lays out the key forces shaping the 2026 macro landscape. 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. Access the complete suite of Apollo’s 2026 Outlook content, from Torsten’s macro view to perspectives across asset classes and regions, at apollo.com/outlook.

    27 min

  6. 24/11/2025

    Private Equity: Alpha in an Evolving Market

    In this episode of The View from Apollo, Apollo’s Antoine Munfakh and Bryn Gostin take a deeper dive into the state of private equity in a changing market environment. They discuss what’s driving dispersion across managers, why fundamentals and operational depth have regained prominence and how disciplined investing is shaping outcomes today and in years to come by focusing on “alpha on the buy, the build and the exit.”

    55 min

  7. 23/10/2025

    What’s Driving the Shift in Portfolio Construction: Private Credit, Private Equity, and the New Market Reality

    In this episode of The View From Apollo, Apollo Global Head of Product Akila Grewal breaks down why private credit’s growth reflects fundamentals, not froth, and how investors are evolving their portfolios to balance liquidity, yield, and long-term opportunity across private markets.

    33 min

  8. 06/10/2025

    Origination: The $40 Trillion Engine of Private Credit

    The rapid growth in private credit markets has been fueled by a surge in new loan originations by private lenders. Apollo’s proprietary origination ecosystem is built to align with the growing needs of borrowers while providing investors access to private investment-grade credit opportunities that can offer enhanced yield. Chris Edson, Partner and Head of Origination, explains what this differentiated origination engine can deliver for investors and borrowers.

    27 min
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Trailer

Sobre

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.

Informações

  • Criado por
    Apollo Global Management
  • Anos de atividade
    2021 - 2026
  • Episódios
    47
  • Classificação
    Livre
  • Copyright
    © Copyright 2026 The View From Apollo
  • Site do podcast
    The View From Apollo

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