Exchanges at Goldman Sachs

0 Likes     0 Followers     1 Subscribers

Sign up / Log in to like, follow, recommend and subscribe!

Recommendations


Episodes

Date Title & Description Contributors
2025-03-25

  AI Exchanges: CIO Marco Argenti on the future of AI in the workplace

How will corporations use AI – and what will the technology’s adoption ultimately mean for corporate strategy? Marco Argenti, Goldman Sachs’ chief information officer, discusses with George Lee and Allison Nathan in the second episode of this special p...
  Goldman Sachs author
2025-03-21

  The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class

In the latest episode of Goldman Sachs Exchanges: Great Investors, Don Mullen, founder and CEO of Pretium, a real estate-focused investment firm with about $57 billion in assets under management, shares his views on the housing market, leading a firm, ...
  Goldman Sachs author
2025-03-18

  Are credit investors nervous about recession risk?

In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit market...
  Goldman Sachs author
2025-03-11

  How tariffs will impact the US economy

Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adch...
  Goldman Sachs author
2025-03-04

  Trump’s tariffs: Big talk or big action?

Trump has announced several tariffs since his inauguration, and there are signs that bigger and broader tariffs could still be ahead. Is this mostly talk, or does Trump really intend to usher in a new era for international trade? Jeff Gerrish, who serv...
  Goldman Sachs author
2025-02-28

  Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund

Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic backdrop. For more insights from great investors, liste...
  Goldman Sachs author
2025-02-18

  Macro questions and market strength

How are the latest government policies affecting the global economy and markets? Goldman Sachs’ Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss...
  Goldman Sachs author
2025-02-13

  Tariffs: What’s ahead and why it matters

Does the recent tariff rhetoric suggest that we're entering a global trade war? Goldman Sachs Research’s Alec Phillips, Joseph Briggs, and Kamakshya Trivedi explain the implications of the recent tariff policies—both announced and expected—for global e...
  Goldman Sachs author
2025-02-04

  AI Exchanges: Will falling costs drive new opportunities?

The introduction of low-cost AI models is raising questions about AI infrastructure and the high spending on AI by the world’s largest technology companies. In this inaugural episode of a special podcast series, AI Exchanges, Co-Hosts Allison Nathan an...
  Goldman Sachs author
2025-01-29

  Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit

Goldman Sachs Chairman and CEO David Solomon shares his views on why he sees a “more constructive” business environment and a pickup in capital markets activity in 2025. In the latest episode of Goldman Sachs Exchanges, Solomon explains how businesses ...
  Goldman Sachs author