The Emperor's New Economic Model: Decoding the Forces Driving Markets in 2026

from FEG Insight Bridge · host FEG Investment Advisors

In this episode, Greg Dowling sits down with Torsten Slok, Partner and Chief Economist at Apollo Global Management, to break down the forces shaping markets in 2026. They discuss the surprising resilience of the global economy in 2025, the transformative power of AI and the persistence of a K-shaped economy. Torsten also weighs in on private credit’s growth, China’s structural challenges, Europe’s fiscal pivot and the global industrial renaissance reshaping investment opportunities. He also reveals what may be next for inflation and the Fed—and uncovers the hidden risks that could shake up markets this year.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Episode metadata supplied by the publisher feed · Published Jan 6, 2026

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The Emperor's New Economic Model: Decoding the Forces Driving Markets in 2026

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