Recession Risks, Tariffs, and Emerging Opportunities - Torsten Slok and Jim Lebenthal скачать в хорошем качестве

Recession Risks, Tariffs, and Emerging Opportunities - Torsten Slok and Jim Lebenthal

Partner and Chief Equity Strategist Jim Lebenthal interviews Apollo Global Management Partner and Chief Economist Torsten Slok about his views on the economy and market outlook. The economic outlook and likelihood of a 2025 recession Which industries are most vulnerable to tariffs (and which are most resistant) Attractive areas for investment – even in a down market What economic fear keeps Torsten up at night? 0:00 Introduction 1:36 Torsten Slok's background 2:44 Torsten's approach to investing 6:39 Are tariffs here to stay? 8:10 Are high profit margins going to absorb the tariffs? 9:50 The basis trade 12:42 What has caused Apollo's rapid success? 14:24 The benefits of private markets 17:00 What is Torsten Slok concerned about? 19:51 How has Torsten developed his level-headed, professional approach? Disclosure: The information provided in this video is for informational purposes only and should not be considered personalized financial, tax, or legal advice. Every individual’s financial situation is unique, and viewers should consult with a qualified professional before making any financial decisions. Cerity Partners LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For more information, including our services, fees and potential conflicts of interest, please review our Form ADV and other disclosures at www.adviserinfor.sec.gov ©2025 Cerity Partners LLC. All Rights Reserved.