Recession Risks, Tariffs, and Emerging Opportunities - Torsten Slok and Jim Lebenthal

Описание: Partner and Chief Equity Strategist Jim Lebenthal interviews Apollo Global Management Partner and Chief Economist Torsten Slok about his views on the economy and market outlook.

The economic outlook and likelihood of a 2025 recession
Which industries are most vulnerable to tariffs (and which are most resistant)
Attractive areas for investment – even in a down market
What economic fear keeps Torsten up at night?

0:00 Introduction
1:36 Torsten Slok's background
2:44 Torsten's approach to investing
6:39 Are tariffs here to stay?
8:10 Are high profit margins going to absorb the tariffs?
9:50 The basis trade
12:42 What has caused Apollo's rapid success?
14:24 The benefits of private markets
17:00 What is Torsten Slok concerned about?
19:51 How has Torsten developed his level-headed, professional approach?




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