Inflation, Interest Rates and a Divergent Macroeconomic Environment
The View From Apollo · Torsten Slok
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Show Notes
Torsten joined Nic Millikan on a recent episode of CAIS CXO to share his insights on global macroeconomics and their impacts on public and private markets.
Hear Torsten’s views on:
· Expediting investment cycles and fundraising in private equity
· Four factors primarily driving higher inflation
· Getting constructive on commodities and green energy
· The capital markets’ reaction to rising interest rates
· An end to global monetary easing (for now)?
· Three broad themes when considering investment opportunities