Inflation, Interest Rates and a Divergent Macroeconomic Environment

The View From Apollo - A podcast by Torsten Slok

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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