#07 Torsten Slok – Chief Economist at Apollo Global Management on How Tariffs, Inflation & Rates Are Shaping Capital Markets
Description
In this episode of Campus To Capital, we sit down with Torsten Slok, Chief Economist at Apollo Global Management and one of the most respected macro thinkers on Wall Street. With previous roles at the IMF, OECD, and Deutsche Bank, Torsten brings a uniquely global and data-driven perspective on the economy.
The episode was originally recorded on April 14th, 2025. Please be aware that a lot has transpired in the financial markets since then. The content reflects the context and views as of the recording date.
Key Takeaways:
- Why the U.S. economy is “firing on all cylinders” despite high rates and inflation
- How Torsten solved the “Sherlock Holmes mystery” of interest rate sensitivity
- The impact of tariffs and trade policy on investment strategies
- Lessons from studying in Copenhagen vs. Princeton
- Why private markets matter for retirement portfolios
- What skills young professionals need to break into direct lending and asset-backed finance
Torsten shares deep insights on how macro trends influence capital markets - and what the next generation of economists and investors should pay attention to.
A huge thank you to Torsten for joining us and giving our audience such inclusive insights!
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