Look for any podcast host, guest or anyone
Showing episodes and shows of

Goldman Sachs

Shows

Exchanges
ExchangesCan Software Survive AI?Goldman Sachs Research’s Gabriela Borges explains how AI disruption has been affecting the software sector and what it will take for the sector to stabilize. For more, also read the related Goldman Sachs Research’s Top of Mind report, Will AI eat software? This episode was recorded on March 10, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute inve...
2026-03-1015 minThe Markets
The MarketsNew WorriesA weaker-than-expected employment report, and increasing geopolitical concerns, are leading to significant market volatility. How should investors make sense of this environment? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.  Recorded on March 6, 2026.  The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not co...
2026-03-0608 minThe Markets
The Markets$120 Oil Ahead?The conflict in Iran has led to a significant spike in oil prices. What will determine the commodity’s next move, and how much higher could oil prices rise? Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on March 3, 2026.  The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for inf...
2026-03-0412 minTalks at GS
Talks at GSLloyd Blankfein on His Memoir, Risk Management and LeadershipGoldman Sachs’ culture has long been defined by its core values: partnership, client service, integrity, and excellence. Lloyd Blankfein, Senior Chairman of The Goldman Sachs Group Inc. and former Chairman and CEO of Goldman Sachs, joins David Solomon, current Chairman and CEO of Goldman Sachs for a conversation on his storied career and the launch of his memoir, Streetwise: Getting to and Through Goldman Sachs. Lloyd reflects on his upbringing in Brooklyn, path to Harvard, long-time leadership at Goldman Sachs, the evolution of the firm’s partnership culture, and the critical risk management lessons learned while steering the firm thro...
2026-03-0430 minExchanges
ExchangesOil Market Impacts from IranGoldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of Oil Research, discusses how the strikes in Iran could affect the oil market, commodities, and energy prices. This episode was recorded on March 2nd, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any pa...
2026-03-0313 minThe Markets
The MarketsA New Way to Trade Emerging MarketsEmerging market equities have continued to rally in 2026. What’s driving the gains, and where are the opportunities now? Stratford Dennis, head of emerging market equities trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on February 26, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation fr...
2026-02-2709 minTalks at GS
Talks at GSBoard Governance in 2026: AI Oversight, Activism, and Delaware’s EdgeBoard governance is central to how companies earn and maintain trust with shareholders and the public. Larry Cunningham, Presiding Director of the John L. Weinberg Center for Corporate Governance at the University of Delaware, joins John F.W. Rogers, Secretary of the Board of Directors at Goldman Sachs, to discuss the evolution of board stewardship and its importance today. Cunningham discusses the Center’s 25th anniversary and the discovery of John L. Weinberg’s 1948 Princeton thesis on the status and functions of corporate directors. They explore enduring governance questions including shareholder focus versus broader corporate responsibilities, the value of discerning qu...
2026-02-2433 minExchanges
ExchangesWhy Japanese Stocks Could Keep RallyingGoldman Sachs Research’s Bruce Kirk discusses the implications of Japan’s recent snap election and the implications for the equity market and foreign investors.  Date of recording: February 19, 2026.  The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sel...
2026-02-2418 minThe Markets
The MarketsTech Comeback Ahead?Despite widespread optimism about AI, the US tech sector has lagged meaningfully this year. What factors could lead to a bullish reversal – and which stocks may be set to rebound? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. Recorded on February 19, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or it...
2026-02-2008 minExchanges
ExchangesThe New AI TradesGoldman Sachs Research’s Ryan Hammond explains how AI disruption is creating large sector rotations even as equities continue to move higher. This episode was recorded on February 11, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or se...
2026-02-1715 minThe Markets
The Markets“Still Bullish Gold”What’s behind the recent volatility in gold prices – and what could drive further gains through the rest of the year? Lina Thomas, senior commodities analyst in Goldman Sachs Research, discusses with Chris Hussey. Recorded on February 12, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular acti...
2026-02-1309 minThe Markets
The MarketsStock Market ShakeoutThere is significant volatility beneath the surface of the US equity market. So what’s driving these moves – and where are the opportunities for investors now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on February 9, 2026.  The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only...
2026-02-1013 minExchanges
Exchanges‘Affordability’: Consumer Concerns and Government ProposalsWhat's driving concerns about the US cost of living, and can the administration's proposals effectively address them? David Mericle, Chief US Economist, and Alec Phillips, Chief US Political Economist, at Goldman Sachs Research discuss with Allison Nathan. Date of recording: February 5th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only and does not constitute investment advice, a recommendation from any Goldman Sachs...
2026-02-1022 minThe Markets
The MarketsFinding Opportunities in FinancialsCan US financials outperform in 2026 – and where are the most attractive opportunities? Christian DeGrasse, financial sector specialist in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on February 4, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular ac...
2026-02-0610 minTalks at GS
Talks at GSPoppi Founders: Disrupting the Beverage IndustryPoppi began as a kitchen experiment with apple cider vinegar and has grown into a leading beverage brand, which was recently acquired by PepsiCo for nearly $2 billion. Allison and Stephen Ellsworth, co-founders of Poppi, joined Vanya Kasanof to share the brand’s journey to becoming a digital-first sensation and a category leader. They discuss Poppi’s rapid rise, the power of intuition and culture, and how a relentless focus on brand and community propelled them from farmers markets to a landmark Super Bowl ad. This session was recorded at the 2025 Goldman Sachs Builders and Innovators Summit on October 15, 2025. T...
2026-02-0316 minExchanges
ExchangesImplications of an “Americas First” Foreign PolicyWhat could more assertive US foreign policy in the Western Hemisphere — driven by the so-called “Donroe Doctrine”— mean for the global order? Hal Brands, professor of global affairs at the Johns Hopkins School of Advanced International Studies, and Mauricio Claver-Carone, President Trump’s former Special Envoy for Latin America, and managing partner of the Latin America Real Assets Opportunity Fund, explore what’s driving this more assertive posture and its implications with Allison Nathan on the latest episode of Goldman Sachs Exchanges. This episode explores the latest Top of Mind report: https://www.goldmansachs.com/insights/top-of-mind/americas-first This episode...
2026-02-0326 minThe Markets
The MarketsLong Gold and Long StocksDo investors need a new barbell strategy? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses market drivers and portfolio positioning with Chris Hussey on the Goldman Sachs trading floor.  This episode was recorded on January 29, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any G...
2026-01-3012 minTalks at GS
Talks at GSHow AI is Driving Drug Discovery: Xaira Therapeutics' Marc Tessier LavigneXaira Therapeutics is harnessing AI to fundamentally change how we discover and develop medicines, shortening the path from lab to clinic for previously "un-druggable" targets. Dr. Marc Tessier-Lavigne, co-founder, chairman, and CEO of Xaira Therapeutics, sits down with Sonia Gupta, co-head of Biotech Investment Banking at Goldman Sachs, to explore his journey from neuroscience to higher-education, the critical role of talent and purpose in building world-class organizations, and a roadmap for translating scientific insight into real-world impact. This session was recorded at the 2025 Goldman Sachs Builders and Innovators Summit on October 16, 2025.  The opinions and views expressed herein are...
2026-01-2917 minExchanges
ExchangesWill US Stocks Outperform in 2026?Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group and chief investment officer of Wealth Management, shares her team’s investment views for the year ahead. Find all our outlooks for the year ahead here: https://www.goldmansachs.com/insights/outlooks/2026-outlooks This episode was recorded on January 9, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates.  The material provided is intended for informational purposes only and does not constitute investment advice...
2026-01-2721 minTalks at GS
Talks at GSQatar PM Al Thani: Diplomacy and Qatar's Economic FutureSheikh Mohammed bin Abdulrahman bin Jassim Al Thani, Prime Minister and Minister of Foreign Affairs of Qatar, discusses Qatar's pivotal role in global diplomacy, and his strategic vision driving his nation's economic growth and international role. Prime Minister Al Thani outlines Qatar's foreign policy, explaining how mediation efforts, both regionally and globally, contribute to national security and stability. He also covers Qatar's investments in education and highlights the country's Vision 2030, aiming to transform Qatar’s economy and strengthen its national champion companies. This session was moderated by Jared Cohen, president of Global Affairs and co-head of the Goldman Sachs Gl...
2026-01-2323 minExchanges
ExchangesGoldman Sachs Chairman and CEO David Solomon on AI, M&A, and MarketsGoldman Sachs Chairman and CEO David Solomon discusses AI, M&A, and the firm’s path forward. This episode was recorded on January 20th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or fi...
2026-01-2321 minThe Markets
The Markets“A Massive Broadening Trade”Concerns over US tariffs and Japanese fiscal policy are inserting fresh volatility into markets. So how are investors positioning – and where are the best opportunities in global equities now? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on January 22, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute inve...
2026-01-2312 minTalks at GS
Talks at GSAnastasia Soare: Building a Billion-dollar Beauty BrandAnastasia Beverly Hills has revolutionized the beauty industry, establishing the art of eyebrow shaping as a cornerstone of modern aesthetics. Anastasia Soare, Founder and CEO of Anastasia Beverly Hills, joins Meena Flynn, Co-Head of Global Private Wealth Management and Co-Head of One Goldman Sachs, to discuss her journey immigrating to the US without speaking English, to building a billion-dollar beauty empire from scratch. Anastasia shares how a client-centric focus, creative approach to overcoming setbacks, and dedication to her craft powered the company's rise. This session was recorded on October 28, 2025.   The opinions and vi...
2026-01-2225 minExchanges
ExchangesGoldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and AllocationIn the third and final episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s Peter Oppenheimer, Kamakshya Trivedi, Daan Struyven, and Christian Mueller-Glissmann share the trends shaping assets and portfolio allocation in 2026. Learn more about Goldman Sachs’ outlooks for the year ahead: https://www.goldmansachs.com/insights/outlooks/2026-outlooks This episode was recorded on January 7th and 8th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The...
2026-01-2025 minExchanges
ExchangesGoldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional PerspectivesIn the second episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s David Mericle, Andrew Tilton, and Jari Stehn discuss the trends shaping economies in the US, Asia, and Europe in 2026. This episode was recorded on January 7 and 8, 2026. Learn more about Goldman Sachs’ outlooks for the year ahead. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does...
2026-01-1523 minExchanges
ExchangesGoldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big PictureIn the first episode of the Goldman Sachs Exchanges: Outlook 2026 series, Goldman Sachs Research’s Jan Hatzius and Dominic Wilson discuss the trends shaping the global economy and markets in the coming year. This episode was recorded on January 8th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to ta...
2026-01-1324 minTalks at GS
Talks at GSTurning $700 into a Billion-Dollar Brand: John Paul DeJoriaJohn Paul DeJoria is the co-founder of two billion-dollar companies: John Paul Mitchell Hair Systems and Patrón Spirits. He joins Meena Flynn, global co-head of Private Wealth Management at Goldman Sachs and co-head of One Goldman Sachs, to discuss how his childhood informed his leadership style, his lessons from founding multiple businesses, and the door to door grit that shaped his “success not shared is failure” philosophy. This session was recorded at the 2025 Goldman Sachs Builders + Innovators Summit on October 16, 2025.  The opinions and views expressed herein are as of the date of publication, subject to change without not...
2026-01-1223 minTalks at GS
Talks at GSTransforming Private Equity Through Employee Ownership: KKR's Pete StavrosKKR has evolved from a traditional LBO shop into a global investment powerhouse managing over $500 billion in assets. Pete Stavros, Co-Head of Global Private Equity at KKR, joins Matt McClure, Global Co-Head of Investment Banking at Goldman Sachs, to discuss KKR's transformation over two decades, and its competitive positioning in private equity. Stavros shares insights on navigating market cycles, opportunities in infrastructure, and KKR's pioneering work in broad-based employee ownership through Ownership Works. This episode was recorded on December 4, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may...
2026-01-0925 minExchanges
Exchanges‘Who’s the Next Winner?’: Diameter Capital’s Scott GoodwinDiameter Capital’s Scott Goodwin, co-founder and managing partner, talks about his career, his investment philosophy, and how he’s navigating opportunities across the credit spectrum. This episode was recorded on December 8, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or soli...
2025-12-1933 minExchanges
ExchangesFrom Assets to Alpha: David Kostin on US EquitiesGoldman Sachs Research’s David Kostin discusses the recent equity market volatility, the AI trade, and the opportunities for investors today. Kostin, who is retiring as chief US equity strategist at the end of 2025, also reflects on his 31-year career at Goldman Sachs. This episode was recorded on December 2, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does no...
2025-12-0427 minExchanges
ExchangesWhat’s Driving the Surge in Deal-Making?Despite a year marked by geopolitical uncertainty, higher tariffs, and slowing growth, deal-making activity is surging in 2025. So can this current wave of M&A activity continue? Goldman Sachs’ Stephan Feldgoise, head of the Global Mergers & Acquisition business in Global Banking & Markets, discusses the outlook with Allison Nathan. This episode was recorded on November 20, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, an...
2025-11-2416 minExchanges
ExchangesThe Fed's Tightrope: Inflation, Labor, and the Path AheadWith inflation above target and the labor market weakening, is the Fed poised to cut rates again? Rob Kaplan, Vice Chairman of Goldman Sachs, discusses the uncertain outlook with Allison Nathan. This episode was recorded on November 12, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to...
2025-11-1819 minExchanges
ExchangesAre AI Bubble Concerns Warranted or Overblown?AI bubble concerns are back amid a rise in AI-exposed companies’ valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research’s Eric Sheridan and Kash Rangan discuss whether bubble concerns are warranted or overblown.    Date of recordings: September 26 and October 30, 2025  The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recomme...
2025-11-1114 minExchanges
ExchangesChina's Economy: Reasons for OptimismAs the US and China navigate trade tensions, what's the outlook for China's economic growth? Hui Shan, chief China economist in Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on November 3rd, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or...
2025-11-0518 minExchanges
ExchangesGold, Oil, and Rare Earths: Commodities on the MoveWith gold, oil, and rare earth minerals making headlines this year, Goldman Sachs Research’s Daan Struyven shares his views on what’s ahead for these markets and how commodities can fit into portfolios today. This episode was recorded on October 27, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to t...
2025-10-2812 minExchanges
ExchangesMaking Sense of Weak Job Growth Alongside Solid GDP GrowthGoldman Sachs Research’s Chief US economist David Mericle explains the factors driving the economy and the divergence between solid GDP growth and a slowing labor market. This episode was recorded on October 20, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates.  The material provided is intended for informational purposes only and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to...
2025-10-2219 minExchanges
ExchangesThe Shutdown’s Economic ImpactHow long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief US political economist, explores the potential impact on economies and markets. This episode was recorded on October 7, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs enti...
2025-10-0819 minExchanges
ExchangesAI Exchanges: The Role of DataGoldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling AI’s progress with George Lee, co-head of the Goldman Sachs Global Institute, and Allison Nathan, senior strategist in Goldman Sachs Research. This episode was recorded on September 25, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intend...
2025-09-3017 minExchanges
ExchangesHow Reliable is Economic Data?Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commissioner Erica Groshen, who served from 2013 to 2017, Laffer Associates’ Arthur Laffer, Harvard Business School’s Alberto Cavallo, and Goldman Sachs’ Joseph Briggs discuss data quality, political influence, and the future of economic indicators with Allison Nathan on Goldman Sachs Exchanges. This episode explores the latest Top of Mind report. This episode was recorded on August 18, 19, 26, and September 11, 2025. The opinions and views expressed herein are as of the date of publicati...
2025-09-2526 minExchanges
ExchangesThe Healthcare Outlook: Macro Challenges and Biotech InnovationsWhile the healthcare sector has lagged behind the broader markets, there are pockets of innovation. Asad Haider, head of the US Healthcare Business Unit in Goldman Sachs Research, and Amit Sinha, head of Life Sciences Investing in Goldman Sachs Asset Management, discuss their outlook for the industry. This episode was recorded on September 8 and 15, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided...
2025-09-1828 minTalks at GS
Talks at GSInside the Olympics: Resilience and the Road to LA 2028What does it take to succeed on the world stage? In this Talks at GS session, Goldman Sachs Chairman and CEO David Solomon joins members of Team USA and the US Olympic and Paralympic Committee— Chuck Aoki, four-time Paralympic medalist for wheelchair rugby; Meghan Duggan, three-time Olympic medalist for ice hockey; and Gene Sykes, chair of the US Olympic and Paralympic Committee, and co-chair of Global Mergers & Acquisitions at Goldman Sachs. This session was recorded on June 11, 2025. The opinions and views expressed herein are as of the date of pu...
2025-09-1739 minThe Markets
The MarketsSentiment Check on TechWhat’s driving US tech stocks — and what could be ahead for the sector? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the sidelines of the Goldman Sachs Communacopia + Technology Conference.  Recorded on September 9, 2025.  The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Gol...
2025-09-1205 minExchanges
ExchangesThe Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing PlatformGoldman Sachs’ Darren Cohen, co-head and chief investment officer of Growth Equity within Goldman Sachs Asset Management, discusses his career trajectory and investment philosophy, and where he sees opportunity today. This episode was recorded on August 11, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or...
2025-09-0923 minThe Markets
The MarketsWhat the Weak Jobs Report Means For MarketsWhat does Friday’s disappointing jobs number mean for the Fed – and where are the opportunities for investors today? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.   Recorded on September 5, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take a...
2025-09-0509 minExchanges
ExchangesAfter a Summer of Stablecoins, What’s Next?In this episode, Former Acting Comptroller of the Currency Brian Brooks and UC Berkeley’s Barry Eichengreen discuss the outlook for stablecoins — digital currencies pegged to the value of traditional fiat currencies like the US dollar. Moderated by Goldman Sachs Research’s Allison Nathan, the discussion covers the potential implications of a growing stablecoin market existing payment and banking systems, financial markets, and broader financial stability. This episode explores the latest Top of Mind report. This episode was recorded on July 14, 18, and August 7. The opinions and views expressed herein are as of...
2025-09-0223 minExchanges
ExchangesHow Goldman Sachs’ John Waldron is navigating “a more uncertain time”In a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief Operating Officer, sits down with Allison Nathan to discuss. This episode was recorded on June 2, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-06-0524 minExchanges
ExchangesGoldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private creditGoldman 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 are harnessing AI for their own businesses, and how Goldman Sachs is thinking about its strategic priorities, including the growth of private credit.Date of recording: January 27, 2025 Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-01-2920 minExchanges
ExchangesGoldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic prioritiesGoldman Sachs Chairman and CEO David Solomon shares his view on the global economy, what’s top of mind for business leaders, and why he believes inflation still has the potential to be “stickier” than the market expects.  Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-2319 minExchanges
ExchangesGoldman Sachs CEO David Solomon on the economy, markets and the firm’s performanceIn a special episode of the Exchanges at Goldman Sachs podcast, Goldman Sachs Chairman and CEO David Solomon shares his views on the macroeconomic environment — including his concern that inflation is likely to be “stickier” and harder to manage — as well as what’s on the minds of clients and the CEOs he meets with. Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-02-2424 minExchanges
ExchangesGoldman Sachs Chairman and CEO David Solomon on the Economy, Investing and SustainabilityIn the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Chairman and CEO David Solomon joined Valentijn van Nieuwenhuijzen, CIO of NN Investment Partners, in The Hague to discuss Goldman Sachs’ recent acquisition of NN IP, the economic environment and the challenges facing companies and investors. This episode is repurposed from NN IP’s recent Market Talk podcast “David Solomon on the economy, investing and sustainability.”  Learn more about your ad choices. Visit megaphone.fm/adchoices
2022-07-0521 minExchanges
ExchangesGoldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy and What to Expect in 2022In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Chairman and CEO David Solomon shares his thoughts on the year ahead and what he expects for the global economy, markets and corporate activity. Learn more about your ad choices. Visit megaphone.fm/adchoices
2022-01-1820 minTalks at GS
Talks at GSJulian Salisbury, Global Co-Head of Asset Management at Goldman SachsIn this episode of Talks at GS Presents: Insights from Great Investors, Julian Salisbury, Global Co-Head of Asset Management at Goldman Sachs, discusses his global investment approach during the pandemic, his views on investing in emerging markets, and the biggest lessons he learned throughout his career. The interview is moderated by Alison Mass, chairman of Goldman Sachs' Investment Banking Division.This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does n...
2021-01-2811 minExchanges
ExchangesGoldman Sachs CFO Stephen Scherr on 2020 and How the Firm is Tracking Against Its GoalsOne year after Goldman Sachs’ first-ever Investor Day, Stephen Scherr, the firm’s Chief Financial Officer, provides an update on how the firm is tracking against its goals and why 2021 will be a “year of execution.” Learn more about your ad choices. Visit megaphone.fm/adchoices
2021-01-2234 minTalks at GS
Talks at GSRich Friedman, Chairman of the Merchant Banking Division at Goldman SachsIn this episode of Talks at GS Presents: Insights from Great Investors, Rich Friedman, Merchant Banking Division Chairman, discusses the impact of deflationary trends around the world on the investing landscape, his team’s investing focus on the digital transformation and the transition to renewable energy, and why he thinks conviction is key to investing success. The interview is moderated by Alison Mass, chairman of Goldman Sachs’ Investment Banking Division.This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any r...
2020-12-3011 minTalks at GS
Talks at GSAlan JopeIn this episode, Alan Jope discusses why he has put sustainability at the center of his strategy at Unilever, from the products to the consumer and his views on the future of the consumer landscape. The interview is moderated by Goldman Sachs' Gilberto Pozzi.This session was recorded as part of Goldman Sachs' 2020 Carbonomics conference.This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does not constitute a...
2020-12-2216 minTalks at GS
Talks at GSMark CarneyIn this episode, Mark Carney, UN Special Envoy for Climate Action and Finance, discusses the state of global climate policy and the implications of that policy for both the private and public sectors. The interview is moderated by Goldman Sachs' Richard Gnodde.This episode was recorded as part of Goldman Sachs' 2020 Carbonomics conference.This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does not constitute a...
2020-12-1815 minExchanges
ExchangesGregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman SachsGregg Lemkau, co-head of the Investment Banking Division, reflects on how the industry and the firm have changed – and stayed the same – since he joined Goldman Sachs in 1992.   Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-12-0817 minTalks at GS
Talks at GSHoward SchultzIn this episode, filmed at Goldman Sachs’ Builders + Innovators Summit, Howard Schultz talks about what he learned from growing Starbucks into a global brand, how to incorporate social consciousness into a company, and how he balances short-term costs with long-term goals. The interview is moderated by Goldman Sachs Chairman and CEO David Solomon.This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does not constitute a recommendation fr...
2020-10-2127 minExchanges
ExchangesThe State of Goldman Sachs’ Small-Business LendingGoldman Sachs has committed $500 million in lending capital to provide Paycheck Protection Program, or PPP, loans to small businesses suffering in this crisis. In this episode, Margaret Anadu, head of the firm’s Urban Investment Group, provides an update on the more than 8,000 small businesses across the country that the firm has reached through partnerships with community development financial institutions (CDFIs) and other mission-driven lenders.  Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-05-1917 minTalks at GS
Talks at GSThe State of the Real Estate MarketIn this episode, Goldman Sachs’ Sharmin Mossavar-Rahmani discusses the state of the real estate market with a group of business leaders.Click below to view materials referenced during the podcast:https://www.goldmansachs.com/insights/talks-at-gs/04-24-2020-state-of-the-real-estate-f/presentation.pdfParticipants include:Alan Kava, Co-Head of the Merchant Banking Division Real Estate Group in the Americas, Goldman SachsRoy March, Chief Executive Officer, Eastdil SecuredRalph Rosenberg, Global Head of Real Estate, KKR This podcast should not be cop...
2020-04-2757 minTalks at GS
Talks at GSThe CARES Act and its Impact on the US Economic OutlookIn this episode of Talks at GS, Goldman Sachs’ Sharmin Mossavar-Rahmani discusses the economic implications of the recently passed Coronavirus Aid, Relief, and Economic Security Act with a group of leading economic experts. This conversation was recorded as a phone call on March 31, 2020. Click below to view materials referenced during the podcast:https://www.goldmansachs.com/insights/talks-at-gs/04-01-20-cares-act-impact-on-us-economic-outlook-f/report.pdfParticipants include:Alec Phillips, Chief US Political Economist, Goldman Sachs ResearchJan Hatzius, Chief Economist, Goldman Sachs ResearchWilliam G. G...
2020-04-0152 minTalks at GS
Talks at GSAn Update on the Economic and Public Health Implications of Coronavirus for EuropeIn this episode of Talks at GS, Goldman Sachs’ Sharmin Mossavar-Rahmani discusses the economic and public health implications of coronavirus for Europe with a number of leading health and economic experts. This conversation was recorded as a phone call on March 26, 2020.Click below to view materials referenced during the podcast:https://www.goldmansachs.com/insights/talks-at-gs/03-26-20-update-coronavirus-europe-f/report.pdfParticipants include:Dr. David Heymann, MD, Professor of Infectious Disease Epidemiology at the London School of Hygiene and Tropical MedicineSven Jari Stehn, Managing Director, Gol...
2020-03-2757 minTalks at GS
Talks at GSGwyneth PaltrowIn this episode, filmed at Goldman Sachs’ Builders + Innovators Summit, Gwyneth Paltrow discusses her journey from actor to entrepreneur, lessons she has learned from building her business, and her views on the future of the wellness industry. The interview is moderated by Goldman Sachs' Dan Dees.Date: October 17, 2019This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does not constitute a recommendation from any Goldman Sac...
2020-02-0719 minExchanges
ExchangesGoldman Sachs CFO Stephen Scherr Recaps the Firm’s First-Ever Investor DayThis week, Goldman Sachs opened its doors for its first-ever Investor Day in its 150-year history. In this episode, Goldman Sachs CFO Stephen Scherr recaps the day and explains how leadership is trying to increase transparency with clients by releasing three-year financial targets, restructuring its business segments, and more. Scherr, who has been at Goldman Sachs for nearly 27 years and CFO since 2018, also talks about his transition into the role. To kick off the episode, Jen Roth of Global Markets gives her quick take on the five numbers she’s watching in markets.  Learn more abou...
2020-01-3132 minTalks at GS
Talks at GSBob PittmanIn this episode, filmed at Goldman Sachs’ Builders + Innovators Summit, Bob Pittman discusses growing iHeartMedia into the largest radio network in the country and the key to connecting with consumers in an ever-changing media landscape. The interview is moderated by Goldman Sachs' Chairman and CEO David Solomon.Date: October 17, 2019This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does not constitute a recommendation from any Goldman Sachs entity to...
2020-01-3129 minTalks at GS
Talks at GSEvan SpiegelIn this episode, Snap Inc. Co-Founder and CEO Evan Spiegel discusses how social media is transforming the way people communicate and consume content, from news to gaming, and weighs in on the debate surrounding the privacy of social media users. The interview is moderated by Goldman Sachs' Heath Terry.This episode was recorded at the 2019 Goldman Sachs Research Communcacopia Conference.Date: September 18, 2019This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to a...
2020-01-1724 minExchanges
ExchangesWhat’s It Really Like to Be a Goldman Sachs Intern?What’s it like to be a Goldman Sachs intern? In this episode, two interns from this past summer talk about their experiences at GS, as well as what they value in an employer—from diversity to work-life balance. Also in the studio was head of Human Capital Management Dane Holmes to discuss how the interns’ perspectives—and the results of a larger, firm-wide intern survey—translate into how employers are thinking about connecting with a younger generation of workers. Learn more about your ad choices. Visit megaphone.fm/adchoices
2019-09-1928 minExchanges
ExchangesWhy Does Goldman Sachs President and COO John Waldron View Himself as COO First and President Second?John Waldron is a busy man. He’s almost a year into his role as Goldman Sachs COO and President, and he’s also a father of six. In this episode, Waldron demystifies his day-to-day and explains why he’s even more focused on executing on the title “COO” than “president.” “My role right now really is to first learn the firm and understand the inner workings of the firm, and so that’s a really operationally intensive job, thus the chief operating officer component,” says Waldron. “The president job comes into play more on an external basis where you’re out with client...
2019-09-1328 minTalks at GS
Talks at GSJohn Kelly, Ret. US Marine Corps GeneralIn this episode, retired US Marine Corps general and former White House Chief of Staff John Kelly reflects on his tenure in the Trump administration, the future of the US-China relationship and his views on drug enforcement policy. The interview is moderated by Goldman Sachs' Russell Horwitz.This conversation was filmed during the 2019 Goldman Sachs Global Macro Conference in New York City.Date: March 5, 2019This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this...
2019-06-2433 minExchanges
ExchangesWhy Do Smaller Companies Receive Higher Valuations for New Initiatives?In this episode, Steve Strongin of Goldman Sachs Research discusses a new report from Goldman Sachs' Global Markets Institute, titled "What the Market Pays For." One of the main findings is that equity investors tend to pay for persistence or what is sometimes called "visibility." Strongin also discusses why large corporations often feel that they aren't rewarded for innovation the way small firms are. The reason for this, Strongin explains, is how the market perceives the "deep pocket risk" involved. Investors worry that large firms may overspend on failing projects because they have the resources to do so. Smaller companies...
2019-05-0920 minExchanges
ExchangesWhy Do Smaller Companies Receive Higher Valuations for New Initiatives? In this episode, Steve Strongin of Goldman Sachs Research discusses a new report from Goldman Sachs' Global Markets Institute, titled "What the Market Pays For." One of the main findings is that equity investors tend to pay for persistence or what is sometimes called "visibility." Strongin also discusses why large corporations often feel that they aren't rewarded for innovation the way small firms are. The reason for this, Strongin explains, is how the market perceives the "deep pocket risk" involved. Investors worry that large firms may overspend on failing projects because they have the resources to do so. Smaller...
2019-05-0920 minExchanges
ExchangesWhy Are Savings Rates Back in Focus in the UK?In the wake of the financial crisis, the low interest rate environment gave consumers little incentive to put their money into savings accounts. That's changing in the UK, says Goldman Sachs' Des McDaid, with savings rates "back on the agenda." In this episode, McDaid, who oversaw the launch of Marcus by Goldman Sachs in the UK, explains the factors driving the renewed demand for savings accounts and compares savings habits in the region to those around the world. This podcast was recorded on March 5, 2019. The views and opinions expressed herein should not be construed as an offer to buy or...
2019-04-3021 minExchanges
ExchangesWhy Are Savings Rates Back in Focus in the UK? In the wake of the financial crisis, the low interest rate environment gave consumers little incentive to put their money into savings accounts. That's changing in the UK, says Goldman Sachs' Des McDaid, with savings rates "back on the agenda." In this episode, McDaid, who oversaw the launch of Marcus by Goldman Sachs in the UK, explains the factors driving the renewed demand for savings accounts and compares savings habits in the region to those around the world. This podcast was recorded on March 5, 2019. The views and opinions expressed herein should not be construed as...
2019-04-3021 minExchanges
ExchangesHow is Tech Reshaping the City Skyline? Technology is changing the physical layout of cities, says Jim Garman, who runs real estate investing for Goldman Sachs' Merchant Banking Division in Europe. For instance, while e-commerce is driving down demand for brick-and-mortar storefronts, it's accelerating demand for warehouses and other logistical assets. "Logistics has become a very in-favor asset class for investors," Garman says. "Whereas retail has become a very out-of-favor asset class at the moment." Also in the episode, Garman discusses the change in office buildings, student housing, and more. This podcast was recorded on March 6, 2019. This podcast should not be copied...
2019-04-0125 minTalks at GS
Talks at GSKevin Plank In this episode, filmed at Goldman Sachs' Builders + Innovators Summit, Under Armour chairman and CEO Kevin Plank discusses building his successful performance brand and how to stay relevant in a crowded consumer landscape. The interview is moderated by Goldman Sachs' Rob Sweeney Date: October 18, 2018 This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does not constitute a recommendation from any Goldman Sachs entity to the recipient. Neither Goldman Sachs nor any of its affiliates...
2019-02-1115 minTalks at GS
Talks at GSDan Gilbert In this episode, filmed at the Goldman Sachs' 2018 Builders + Innovators Summit, Quicken Loans founder and Cleveland Cavaliers chairman Dan Gilbert discusses the importance of creating a unified culture in any organization to drive success and motivate teams. The interview is moderated by Goldman Sachs' Matt Gibson. Date: October 18, 2018 This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does not constitute a recommendation from any Goldman Sachs entity to the recipient. Neither Goldman Sachs nor...
2019-02-1122 minTalks at GS
Talks at GSHamdi Ulukaya In this episode, filmed at Goldman Sachs' Builders + Innovators Summit, Chobani founder and CEO Hamdi Ulukaya discusses how his own immigrant story has helped build the culture of the yogurt company from the products to the people. The interview is moderated by Goldman Sachs' Kathy Elsesser. Date: October 18, 2018 This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does not constitute a recommendation from any Goldman Sachs entity to the recipient. Neither Goldman Sachs nor...
2019-02-1120 minTalks at GS
Talks at GSDrew Houston In this episode, filmed at Goldman Sachs' Builders + Innovators Summit, Dropbox co-founder and CEO Drew Houston discusses what he has learned as he continues to grow the cloud computing company into one of the biggest disruptors in Silicon Valley. The interview is moderated by Goldman Sachs' George Lee. Date: October 18, 2018 This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does not constitute a recommendation from any Goldman Sachs entity to the recipient. Neither Goldman...
2019-02-0121 minExchanges
ExchangesFrom Pharmaceuticals to Medical Devices: What to Watch in China's Healthcare Sector In our first ever podcast taped in Hong Kong, we're exploring one of the highest growth sectors in China: healthcare. Stephanie Hui, head of Goldman Sachs' Merchant Banking Division in Asia-Pacific, ex-Japan, joins us in the studio to discuss the drivers behind healthcare's explosive growth in China and how investors are viewing the industry's risk and reward. This podcast was recorded on October 22, 2018. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast does not constitute research or a recommendation from any Goldman Sachs...
2018-11-2725 minExchanges
ExchangesBeneath Trade Clouds, China's Transition Opens Opportunities Rising trade tensions with the United States should not obscure the importance of China's progress in transforming its economy and opening its markets, according to Goldman Sachs Research's Tim Moe. On the latest episode of our podcast, Exchanges at Goldman Sachs, he says the size of the Chinese economy and its diminished reliance on trade to fuel growth makes it resilient to the direct impact of trade tariffs. At the same time, the inclusion of China A shares in global benchmark stock indexes means the Chinese market is poised to become an even bigger player on the global equity...
2018-07-1031 minExchanges
ExchangesWhy Healthcare is (Finally) Chasing Consumers From consumers' growing influence and vertical consolidation to the shift to value-based care and questions around drug pricing policy, there's a lot going on in the healthcare industry. Jo Natauri, global head of healthcare investing in Goldman Sachs' Merchant Banking Division, joins us in the studio to discuss what corporations and investors are focused on. "Operating-wise, these businesses are performing really well," Natauri says. "Healthcare is a defensive industry. But if you look at the environment right now, it's really tied to the risk around policy." This podcast was recorded on May 14, 2018. This podcast should...
2018-06-2132 minExchanges
ExchangesIn Their Own Words: 10,000 Small Businesses on Challenges to Growth Small businesses make up over 99 percent of all U.S. enterprises, and they employ 60 million Americans, nearly half the national workforce. In this episode, we sit down with Steve Strongin and Amanda Hindlian of Goldman Sachs' Global Investment Research Division to discuss the state of small businesses in America. We also hear directly from some of the small business owners of Goldman Sachs' 10,000 Small Businesses program about their biggest challenges to growth. This podcast was recorded on March 9, 2018. All price references and market forecasts correspond to the date of this recording. This podcast...
2018-03-2330 minExchanges
ExchangesThree Views on Impact Investing Hugh Lawson, head of Goldman Sachs Asset Management's Institutional Client Strategy and ESG and Impact investing efforts, is joined by Scott Brown, CEO of New Energy Capital, and Elizabeth McGeveran, Director of Impact Investing at the McKnight Foundation, to discuss how socially conscious investing has become mainstream and where it could be headed. This podcast was recorded on October 10, 2017. The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views and opinions may differ from those of Goldman Sachs Global Investment Research or other...
2017-11-0725 minExchanges
ExchangesGoldman Sachs President Harvey Schwartz on Mentorship, Markets and More Harvey Schwartz, president and co-COO of Goldman Sachs, took a year off after high school, though it wasn't part of any kind of grand plan - he readily admits there wasn't one. But it did introduce him to his first mentor, and the concept of investing in other people's success that has been a defining theme of his three decades in finance. He shares how his path has evolved over the course of his career and his thoughts on today's market environment. This podcast was recorded on October 3, 2017. This podcast should not be copied, distributed...
2017-10-2027 minExchanges
ExchangesA Conversation with Goldman Sachs President David Solomon Markets are up, volatility is down and clients have questions. David Solomon, president and co-COO of Goldman Sachs, discusses the rise in passive investing, how technology is making the world more competitive and his 35-year career on Wall Street. This podcast was recorded on September 7, 2017. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of Goldman Sachs Global Investment Research. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, as to the...
2017-10-1333 minExchanges
ExchangesInvesting in Low-Carbon Asia With energy demand expected to double in Asia by 2030, and with a billion people currently without electricity, Ankur Sahu, co-head of Goldman Sachs' Merchant Bank in Asia-Pacific, says that renewables fill a crucial gap in the marketplace. Investors have been faced with ample opportunity, he says, so much so that an industry previously thought as niche has rapidly broadened to include large institutional investors -- even in emerging markets. This podcast was recorded on August 1, 2017. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this...
2017-08-0720 minExchanges
ExchangesRhetoric Meets Reality in Washington President Trump's policy agenda is a source of intense interest for investors and clients around the world. Michael Paese, co-head of the Office of Government Affairs at Goldman Sachs, and Alec Phillips, US political economist in Goldman Sachs Research, discuss how the president's agenda has evolved as he's transitioned from the campaign trail to the White House, the outlook for tax reform, health care, trade and other issues, and what the Administration can realistically expect to achieve in a divided Washington. This podcast was recorded on March 8, 2017. All price references and market forecasts correspond to...
2017-03-1031 minExchanges
ExchangesAsia Adapts to a New Investing Climate Sheila Patel, chief executive officer of Goldman Sachs Asset Management International, shares how her discussions with clients in Asia have changed since the election of Donald Trump, with a focus on trade, risk and the evolution of active and passive strategies in an age of technological disruption. This podcast was recorded on February 10, 2017. The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views and opinions may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs...
2017-02-2219 minExchanges
ExchangesHalf Full: The Case for Remaining Invested in US Equities US equities have returned nearly 300% since the trough of the global financial crisis, and now sit at historically high valuations. Sharmin Mossavar-Rahmani, chief investment officer of Private Wealth Management at Goldman Sachs, says that high valuations alone are not enough to warrant underweighting equities. What's important is context: she explains her optimism towards the US economy, as well as the potential risks to her views. This podcast was recorded on January 10, 2017. The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views/opinions may...
2017-01-1729 minExchanges
ExchangesGary Cohn Says Goodbye to Goldman Sachs Gary Cohn reflects on his journey from a difficult childhood struggle with dyslexia to serving as president and chief operating officer of Goldman Sachs. As he departs the firm after 26 years, Cohn shares some of the experiences that have shaped him, and reflects on the value of diversity, the importance of perseverance and learning how to turn failure into success. This podcast was recorded on December 12, 2016. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of...
2016-12-1320 minExchanges
ExchangesThe Big Deal about Big Data Armen Avanessians, chief investment officer of Goldman Sachs Asset Management's Quantitative Investment Strategies team, discusses how big data can help investors make smarter, better informed decisions. This episode was recorded on April 26, 2016. The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views/opinions may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs and its affiliates. This information may not be current and Goldman Sachs has no obligation to provide any updates or changes. Neither...
2016-06-1626 minExchanges
ExchangesNiche No Longer: ESG Investing Goes Mainstream What does it mean to be an environmental, social and governance (ESG) investor? For John Goldstein, co-founder of Imprint Capital and a managing director in Goldman Sachs Asset Management, investing for ESG requires the same rigor and discipline as "traditional" investing, and the distinction between the two is growing increasingly irrelevant. With better tools to parse data and an ever-expanding understanding of risk, ESG investing has gone from niche to mainstream. This episode was recorded on February 19, 2016. The views and opinions expressed herein should not be construed as an offer to buy or sell any...
2016-04-2228 minExchanges
ExchangesSeparating Signals from Noise - Perspectives on the Future of Investing Tim O'Neill, global co-head of the Investment Management Division at Goldman Sachs, on the seduction of big data, why a market needs both active and passive investors, and the greatest challenge for investors of every generation. This episode was recorded on September 15, 2015. The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views/opinions may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs and its affiliates. This information may not be current and Goldman Sachs...
2015-09-2924 minExchanges
ExchangesSmall Business in the Big Easy: Powering an Economic Revival Dina Powell, head of Goldman Sachs' Impact Investing business and president of the Goldman Sachs Foundation, discusses how investing in the New Orleans small business community has helped to revitalize the city. She is joined by two graduates of the Goldman Sachs 10,000 Small Businesses program: Kristen Preau Moore, CEO and owner of Cook Me Somethin' Mister, and Barrett Wiley, owner of Cleaning Concierge. This episode was recorded on July 28, 2015. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor...
2015-08-2618 minExchanges
ExchangesGlobal Equity Markets in Flux Kathryn Koch, head of Fundamental Equity Client Portfolio Management within Goldman Sachs Asset Management, discusses key trends impacting equity markets globally, including the ongoing Greek debt negotiations, stock volatility in China, and the boom in M&A activity. This episode was recorded on July 6, 2015. The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views and opinions may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs and its affiliates. This information may not be current...
2015-07-0922 minExchanges
ExchangesPlanes, Brains and Automobiles: The Future of Innovation Hugo Scott-Gall, head of Thematic Research at Goldman Sachs, discusses the disruptive innovations that dominated discussion at the Goldman Sachs Innovation Symposium. This podcast was recorded on March 18, 2015. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast does not constitute research or a recommendation from any Goldman Sachs entity to the listener. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any...
2015-05-0519 minExchanges
ExchangesThe Long-term Potential of the Growth Markets Michael Sherwood, a vice chairman of Goldman Sachs and co-CEO of Goldman Sachs International, discusses the economic potential of Growth Markets around the world, including India and China. This podcast was recorded on March 4, 2015. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of Goldman Sachs Global Investment Research. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in...
2015-03-2018 minExchanges
ExchangesThe Future of the US-China Economic Relationship Mark Schwartz, a vice chairman of Goldman Sachs and chairman of Goldman Sachs Asia Pacific, discusses China's reform efforts, future growth and prospects for an enhanced investment relationship with the United States. This podcast was recorded on February 13, 2015. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of Goldman Sachs Global Investment Research. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or...
2015-03-0526 minExchanges
ExchangesThe Global Growth Landscape Sheila Patel, chief executive officer of International Goldman Sachs Asset Management, discusses what makes 2015 a "year of change" for investors. This episode was recorded on February 4, 2015. The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views/opinions may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs and its affiliates. This information may not be current and Goldman Sachs has no obligation to provide any updates or changes. Neither Goldman Sachs nor any of its...
2015-02-1718 minExchanges
ExchangesMacro Themes for Fixed Income Investors in 2015 Jonathan Beinner, chief investment officer of Global Fixed Income at Goldman Sachs Asset Management (GSAM), discusses trends for investors to watch in 2015. This podcast was recorded on December 15, 2014 The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views/opinions may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs and its affiliates. This information may not be current and Goldman Sachs has no obligation to provide any updates or changes. Neither Goldman Sachs nor any...
2014-12-1926 min