The US Economy and Trump Administration Policy with Apollo's Torsten Slok

Masters in Business

Bloomberg

Business, Investing

4.4 • 2.2K Ratings

🗓️ 30 January 2025

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

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Summary

Barry speaks with Torsten Slok, Partner and Chief Economist at Apollo Global Management. Prior to his time at Apollo, Torsten spent roughly 15 years on the sell-side with Deutsche Bank. His team there was top-ranked by Institutional Investor in fixed income and equities for ten of those years. Additionally, he spent time in Paris at the OECD as well as at the IMF's division responsible for writing the World Economic Outlook. He has developed several content platforms including Apollo Academy and the Daily Spark on which he publishes frequently. On this episode, Barry and Torsten break down their thoughts on the US economy, inflation abroad, and what sectors are most exposed to the second Trump administration's policy agenda.

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1:11.7	This is Masters in Business with Barry Rittoltz on Bloomberg Radio.
1:18.2	This week on the podcast, our returning champion, Torsten Slocke, chief economist at Apollo.
1:25.7	You know, most of the economists that you're probably familiar with
1:29.9	haven't really had a good handle on the state of the economy over the past couple of years.
1:36.3	They have been expecting recessions. They've expected contractions. They kind of missed the surge in inflation.
1:45.0	They miss the collapse in inflation.
	...

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