binoculars with financial charts symbolizing market outlook

Recession Risks, Tariffs, and Where Opportunity Remains

33:10

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.

Key Takeaways

  • 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?