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Beyond 60/40: Private Assets in an Era of High Public Valuations

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Manage episode 470672542 series 3644118
Content provided by Torsten Slok. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Torsten Slok or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Listen to Apollo Chief Economist Torsten Sløk speak with Matt O’Mara, Apollo Partner and co-head of Apollo Aligned Alternatives, about how a combination of expensive public assets, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.

  continue reading

35 episodes

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iconShare
 
Manage episode 470672542 series 3644118
Content provided by Torsten Slok. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Torsten Slok or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Listen to Apollo Chief Economist Torsten Sløk speak with Matt O’Mara, Apollo Partner and co-head of Apollo Aligned Alternatives, about how a combination of expensive public assets, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.

  continue reading

35 episodes

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