CAIS Live Conversations, Building With Alts

Is the economy heading for a recession or just a slowdown? In this episode of CAIS Live Conversations: Building With Alts, Brad Walker sits down with Apollo Chief Economist Torsten Slok. Torsten breaks down why he sees a “Nike swoosh” recovery ahead—not  recession—and the three economic headwinds that could create opportunities in private markets. From his unconventional research process tracking everything from TSA checkpoint data to Broadway show attendance, to why he believes owning the S&P 500 may no longer mean diversification, Torsten shares macro insights driving decisions at one of the world’s largest alternative asset managers. Plus, discover why he wakes up in a church rectory and his upcoming adventure to Greenland. 

Chapters:
 
1. Economic Outlook & Recession Risk (11:49) 

2. The Student Loan Crisis (13:09) 

3. S&P 500 Concentration Risk (18:29) 

4. The Growth Story of Private Credit  (21:23)
 
5. Investment Strategy in Uncertain Times (27:29) 

6. Potential Alternative Investment Opportunities (25:00) 

7. Advisor Guidance (29:23) 

Creators and Guests

Host
Brad Walker
Co-President
Guest
Torsten Slok
Chief Economist at Apollo Global Management

What is CAIS Live Conversations, Building With Alts ?

CAIS Live Conversations: Building With Alts, tackles the often untapped potential of alternative investments by sitting down with the various players in the alts ecosystem. Listen in as we dive into alternative investments from the perspective of industry experts, RIA executives, IBD executives, alts manager leaders, and alts experts. Hear what other advisors are doing, learn about new technology, and join us as we turn investment complexities into real-life concepts that could potentially help diversify and drive growth in the independent space.