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.

Topics of their discussion include:

  • 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?