Exchanges at Goldman Sachs

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Episodes

Date Title & Description Contributors
2024-03-26

  Are the largest US stocks too dominant?

The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for an unusually large share of market capitalization. While it’s making some investors uneasy, Ben Snider, a senior strategist on the US portf...
  Goldman Sachs author
2024-03-19

  Global transit & trade: in rough waters

Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and climate-related disruptions, particularly in the Red Sea. In this episode, which is based on Goldman Sachs Research’s Top of Mind report, A...
  Goldman Sachs author
2024-03-12

  High mortgage rates, limited inventory continue to challenge the US housing market

High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs Research’s Roger Ashworth explains the supply-and-demand dynamics that are shaping the US housing market and the outlook for 2024.
  Goldman Sachs author
2024-03-05

  What’s ahead for retail: how retail CEOs are navigating a more complex environment

Retailers are facing a more complex environment in 2024, say Goldman Sachs’ Tim Ingrassia, co-chairman of Global Banking & Markets’ Global Mergers & Acquisitions business, and Vishaal Rana, a managing director in the Cross Markets Consumer Reta...
  Goldman Sachs author
2024-02-28

  Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments

Climate change, artificial intelligence, shifting supply chains, and population growth are among the broader forces that have boosted the returns — and popularity — of infrastructure investments. Goldman Sachs’ Teresa Mattamouros explains the implicati...
  Goldman Sachs author
2024-02-23

  Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty

David Booth, founder and chairman of Dimensional Fund Advisors, reflects on his career in applying the finance theory he learned at the University of Chicago’s business school – which now bears his name – to the world of asset management.
  Goldman Sachs author
2024-02-21

  Shifting supply and demand dynamics buffer oil market

Oil prices have remained relatively rangebound despite rising geopolitical tensions. Goldman Sachs Research’s Daan Struyven, head of oil research, explains the shifting supply and demand dynamics that have muted the likelihood of large prices spikes.
  Goldman Sachs author
2024-02-13

  2024: the year of elections

With voters representing over half the world’s population — in the US, Europe, India, and beyond — expected to head to the polls this year, Richard Haass, former president of the Council on Foreign Relations, and Timothy Garton Ash, professor of Europe...
  Goldman Sachs author
2024-02-06

  Investing in a post-modern ‘super cycle’

Longer-term structural changes in economic activity, policy, and society can have a bigger impact on investment opportunities than the shorter-term hot-button issues of the moment, explains Goldman Sachs Research’s Peter Oppenheimer, chief global equit...
  Goldman Sachs author
2024-02-01

  The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World

In the final episode of our four-part special series, we look at how infrastructure and the built environment will change cars as evolve into zero-emission places we can sleep, watch TV, and work.
  Goldman Sachs author