Exchanges at Goldman Sachs

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Episodes

Date Title & Description Contributors
2024-12-18

  The outlook for global deal-making

The pace of mergers and acquisitions around the world gained momentum this year, and there are signs that deal-making will accelerate in 2025, say Stephan Feldgoise and Mark Sorrell, the co-heads of the global mergers and acquisitions business in Goldm...
  Goldman Sachs author
2024-12-16

  Will China’s policy stimulus be enough?

Goldman Sachs Research’s Hui Shan, chief China economist, and Peking University Guanghua School of Management’s Michael Pettis discuss just how effective China’s domestic policy stimulus will be in addressing the country’s internal and external economi...
  Goldman Sachs author
2024-12-13

  Investing in Sports: Women’s Sports and the Future

With record-breaking attendance at games and viewership of televised games, the groundswell of enthusiasm for women’s sports has created a cultural movement. How should investors think about the opportunity in women’s sports, and how might the growth t...
  Goldman Sachs author
2024-12-09

  What investors expect from Trump

Goldman Sachs Research’s Chief US Economist David Mericle shares what investors are expecting under the second Trump administration and how those policy assumptions are reflected in market pricing.
  Goldman Sachs author
2024-12-06

  Investing in Sports: Building A Better Fan Experience

In the third episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the physical fan experience with Greg Carey, Global Co-Head of Sports Investment Banking, and Stacy Sonnenberg, Head of Glo...
  Goldman Sachs author
2024-12-03

  Should investors worry about market concentration?

The top 10 stocks in the S&P 500 account for an outsized share of the index’s market cap and of its stellar 2024 performance. Goldman Sachs Research’s David Kostin, chief US equity strategist, and Owen Lamont, senior vice president and portfolio ma...
  Goldman Sachs author
2024-11-26

  How AI could impact geopolitics

The rise of AI could have profound implications for geopolitics given the decisions about where AI infrastructure is going to get built. Jared Cohen, president of global affairs and co-head of the Goldman Sachs Global Institute, discusses the data cent...
  Goldman Sachs author
2024-11-22

  Investing in Sports: A New Media Model

Sports is one of the few forms of premium live content available today, but how fans consume these games or matches is being significantly disrupted. In the second episode of a four-part series on the changing dynamics in the business of sports, host N...
  Goldman Sachs author
2024-11-20

  2025 outlook: Will tailwinds trump tariffs?

As the global economy comes off of another year of relatively strong growth in 2024, new and important variables are now in the mix with the election of Donald Trump and the Republican sweep of Congress. So can this solid performance continue amid the ...
  Goldman Sachs author
2024-11-15

  Investing in Sports: The Next Trillion Dollar Market?

The sports ecosystem has exploded as an area of investment, with professional leagues loosening rules on private equity ownership, the value of media rights deals skyrocketing, and the many sports-adjacent businesses taking on new dimensions. In the fi...
  Goldman Sachs author