Private Credit Investing in Volatile Times

In this episode of "The View From Apollo" podcast, host Torsten Slok interviews Jim Vanek, Co-Head of Global Performing Credit at Apollo, about the current state of credit markets amid trade policy uncertainties. They discuss the potential impact of tariffs on various industries, emphasizing the importance of due diligence and differentiating between high and low-quality credit. Vanek shares insights on dealmaking, the demand for private credit, and how Apollo is navigating the volatile environment by focusing on strong, diverse businesses. The conversation also covers the implications of "payment in kind" (PIC) financing and the shift in macroeconomic expectations between the U.S. and Europe, concluding with a discussion on asset allocation and the benefits of private credit in a modern core plus fixed income approach.