All Episodes
The Allocation: Private Markets for the Total Portfolio — 60 episodes
Cycle, Structure, Selection: Private Equity Portfolios for Today’s Market
Infrastructure: Today’s “Generational” Investment Opportunity
Torsten Slok’s Macro Update: Higher for Longer and the Road to 2027
Fixed Income: The AI Issuance Boom and What it Means For Portfolios
Can AI Earn It Back? The $2 Trillion Test and Other Forces Reshaping Markets and Portfolios
Sports as an Asset Class: The $2.5 Trillion Opportunity
The Allocation Trailer: Private Markets for the Total Portfolio
Hybrid: Rethinking Risk and Return
Torsten Slok’s Mid-Year Outlook: Three Forces Driving Markets
Real Estate: After the Reset
Private Market Secondaries: The $225 Billion Market Many Wealth Investors Overlook
Finding Opportunity in a Converging Credit Market
Investing Across the Credit Cycle
Private Equity Portfolios: Three Key Dimensions of Diversification
Torsten Slok on the US Economy: Resilience Under Pressure
Allocation Insights: Asset-Backed Finance Is the Engine Behind Private Credit’s Next Chapter
Convergence: The Integration and Evolution of Credit Markets
2026 Outlook: Resilience Meets Momentum
Private Equity: Alpha in an Evolving Market
What’s Driving the Shift in Portfolio Construction: Private Credit, Private Equity, and the New Market Reality
Origination: The $40 Trillion Engine of Private Credit
Tensions Rising: The Fed Meeting, Stagflation Signals, and What It Can Mean for Portfolios
The Asset-Backed Finance Market Is Having a Moment
Another Chance to Position Portfolios for Tariff Turmoil?
Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next?
Private Credit Investing in Volatile Times
Credit Investing Amid Post “Liberation Day” Uncertainty
Beyond 60/40: Private Assets in an Era of High Public Valuations
How Can Private IG Enhance Fixed Income Allocations?
Can Private Markets Be the Alternative to Lofty Public Market Valuations?
2025 Economic Outlook: Firing on All Cylinders
Private Credit Investing in a Post-Fed Rate Cut World
Real Estate: Is This the Entry Point We’ve All Been Waiting For?
The Fed Kicks off an Easing Cycle: What’s Next for the Economy and Financial Markets?
Capturing Risk Premia: A Practitioner’s Perspective with Apollo Partner Matt O’Mara
The Search for Risk Premium with Apollo Strategist Alex Wright
Mid-Year Outlook: An Unstable Economic Equilibrium
Real Estate: Opportunities and Risks in an Unprecedented Market
Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
Private Credit Investing in a “Higher for Longer” Environment
How PE Secondaries Can Enhance Diversification in Volatile Times
Adjusting Portfolio Allocations Amid an Uncertain Outlook
What’s Next After the Fed “Pivot?”
Where to Find Opportunities in a Shifting Economic Landscape?
How to Think About the Role of Private Capital in the Clean Transition
How Important Is Vintage in Private Credit Investing Today?
Can Alternatives Replace Public Equity?
Mid-Year Outlook: What’s next for the US economy, inflation, and the Fed?
Private Equity Investing Amid Market Dislocation
Private Credit Investing in Times of Uncertainty
The Current State of Real Estate: A Look at the US Market
Why Alternatives?
EA Closer Look at Private Credit
EHow should I be positioned?
Inflation, Interest Rates and a Divergent Macroeconomic Environment
EMaking an Impact: The Future of Sustainable Investing
EToday’s Labor Market: What’s Working?
ECapitalizing on Opportunity in the Insurance Ecosystem
EReal Estate in 2021: A Global Opportunity
EThe View From Apollo Trailer