Exchanges at Goldman Sachs

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Episodes

Date Title & Description Contributors
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
2025-01-21

  Navigating the volatility in global bond markets

Global bond yields have been exceptionally volatile in recent weeks. Goldman Sachs’ Jonathan Fine and George Cole explain the drivers behind that volatility and the implications for the economy and investors on Goldman Sachs Exchanges. Date of recordin...
  Goldman Sachs author
2025-01-14

  Keep on truckin’: Will the US continue to outperform other markets?

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of Goldman Sachs Wealth Management, shares ISG’s 2025 outlook, Keep on Truckin’, and why the team’s long-held investment recommendations—U...
  Goldman Sachs author
2025-01-08

  Navigating 2025: Why investors need to diversify and hedge their portfolios

2024 was a great year for many US investors, but will the same strategies that worked so well keep working in 2025? Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, Co-Chief Inve...
  Goldman Sachs author
2024-12-20

  A perfect setup for the financial sector?

Financial services firms are facing one of the most constructive backdrops in years, helped by a steepening yield curve, an expected recovery in the capital markets, and a potential easing of regulations under a second Trump administration, say Goldman...
  Goldman Sachs author
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