<p>In this episode, <a href="https://www.feg.com/people/gregory-dowling?hsLang=en" rel="noopener noreferrer nofollow">Greg Dowling</a> sits down with <a href="https://www.apollo.com/aboutus/leadership-and-people/torsten-slok" rel="noopener noreferrer nofollow">Torsten Slok</a>, Partner and Chief Economist at Apollo Global Management, to break down the forces shaping markets in 2026. They discuss the surprising resilience of the global economy in 2025, the transformative power of AI and the persistence of a K-shaped economy. Torsten also weighs in on private credit’s growth, China’s structural challenges, Europe’s fiscal pivot and the global industrial renaissance reshaping investment opportunities. He also reveals what may be next for inflation and the Fed—and uncovers the hidden risks that could shake up markets this year.</p><p>You can find every episode of FEG Insight Bridge podcasts <a href="https://www.feg.com/insight-bridge-podcast" rel="noopener noreferrer nofollow">in one place</a> and sign up to receive our other publications <a href="https://www.feg.com/subscribe" rel="noopener noreferrer nofollow">here</a>. </p>

FEG Insight Bridge

FEG Investment Advisors

The Emperor's New Economic Model: Decoding the Forces Driving Markets in 2026

JAN 6, 202639 MIN
FEG Insight Bridge

The Emperor's New Economic Model: Decoding the Forces Driving Markets in 2026

JAN 6, 202639 MIN

Description

<p>In this episode, <a href="https://www.feg.com/people/gregory-dowling?hsLang=en" rel="noopener noreferrer nofollow">Greg Dowling</a> sits down with <a href="https://www.apollo.com/aboutus/leadership-and-people/torsten-slok" rel="noopener noreferrer nofollow">Torsten Slok</a>, Partner and Chief Economist at Apollo Global Management, to break down the forces shaping markets in 2026. They discuss the surprising resilience of the global economy in 2025, the transformative power of AI and the persistence of a K-shaped economy. Torsten also weighs in on private credit’s growth, China’s structural challenges, Europe’s fiscal pivot and the global industrial renaissance reshaping investment opportunities. He also reveals what may be next for inflation and the Fed—and uncovers the hidden risks that could shake up markets this year.</p><p>You can find every episode of FEG Insight Bridge podcasts <a href="https://www.feg.com/insight-bridge-podcast" rel="noopener noreferrer nofollow">in one place</a> and sign up to receive our other publications <a href="https://www.feg.com/subscribe" rel="noopener noreferrer nofollow">here</a>. </p>