Shows
Goldman Sachs 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/adchoices2025-06-0524 minGoldman Sachs 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/adchoices2025-01-2920 minGoldman Sachs 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/adchoices2024-01-2319 minGoldman Sachs 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/adchoices2023-02-2424 minGoldman Sachs 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/adchoices2022-07-0521 minGoldman Sachs 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/adchoices2022-01-1820 min
Goldman Sachs TalksJulian 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 minGoldman Sachs 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/adchoices2021-01-2234 minGoldman Sachs 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/adchoices2020-12-0817 minGoldman Sachs 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/adchoices2020-05-1917 minGoldman Sachs 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 minGoldman Sachs 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/adchoices2019-09-1928 minGoldman Sachs 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 min
Goldman Sachs ExchangesWhat is Alternative Risk Premia and Why are Investors Excited About It?
While systematic investing has origins in academia dating back to the 1950s, only in the past several years has it evolved into practical applications for portfolio construction. In this episode, Heather Shemilt and Tom Leake of the Goldman Sachs Securities Division explain how ARP strategies work and the diversification and customization benefits they offer investors. "Alternative risk premia, or ARP, are long/short strategies that are designed to generate positive returns in exchange for an investor taking risk," Shemilt explains. "These strategies are seeking to provide persistent exposure to these factors or risk premia, such as carry value or...2019-06-1037 min
Goldman Sachs ExchangesWhat's the Business Case for Investing in America's Low-Income Communities?
The 2017 tax overhaul created incentives for investing in certain low-income communities across America, or "opportunity zones" as they're called. In this episode, Margaret Anadu, head of Goldman Sachs Urban Investment Group, explains the opportunity zone investing landscape and the role of private capital in revitalizing struggling communities. "There's no way we're going to change the situation in low-income communities and bring back all of that opportunity without the investment of private capital," Anadu says.
This podcast was recorded on May 7, 2019.
This podcast should not be copied, distributed, published or reproduced, in whole or in part...2019-05-2222 min
Goldman Sachs 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 min
Goldman Sachs 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 min
Goldman Sachs ExchangesWhat's Keeping Insurers Up at Night?
The findings of Goldman Sachs Asset Management's (GSAM) annual insurance survey are in, and insurance companies generally believe that US markets are in late stages of the economic cycle. Of the companies surveyed, 84% indicated that the US will see a recession within the next two years, but only 2% think that the recession will come this year, explains GSAM's Mike Siegel. Given these views, along with the current environment of high equity valuations and low bond yields, the key consideration on insurers' minds, Siegel says, is "where to safely deploy their capital in order to get a recent return."
2019-05-0614 min
Goldman Sachs 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 min
Goldman Sachs 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 min
Goldman Sachs ExchangesWhat's the Role of Private Capital Markets in Europe?
When banks reigned in their lending activities after the global financial crisis, there was a gap in the market as small-to-medium sized businesses had nowhere to go to raise capital that they needed to grow. In this episode, Greg Olafson and Nishi Somaiya of Goldman Sachs' Securities Division discuss how alternative asset managers have filled that gap in Europe through direct lending to middle-market companies. "This form of lending in Europe has evolved and has become an asset class in its own right, to the point where companies now have an option where they go [to raise capital]," Somaiya...2019-04-2326 min
Goldman Sachs ExchangesWhat's Next For Emerging Markets?
Emerging market economies are showing early signs of stabilization, according to Kevin Daly of Goldman Sachs Research, and a number of the factors that contributed to the weakness of EM economies last year have now been reversed. "There has already been the beginnings of a recovery from the lows pasted in September-October last year," he says. Also in the episode, Daly discusses the outlook for his core focus area, CEEMEA – Central and Eastern Europe, Middle East and Africa – and explains the impact of Turkey's economic turmoil. "We expect the recovery in Turkey to be very slow…but nevertheless, we do see...2019-04-1118 min
Goldman Sachs 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 min
Goldman Sachs ExchangesWhy ESG is Becoming a 'Business Imperative' for Asset Managers
Integrating ESG - environmental and social governance - into asset managers' portfolios is becoming a "business imperative," says Richard Manley, head of Environmental Social Governance Research in Goldman Sachs Research. In this episode, Manley explains the business case for ESG, why Europe is leading other regions and what households can do to lower their carbon footprint.
This podcast was recorded on February 1, 2019.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained...2019-03-2542 min
Goldman Sachs ExchangesWith Brexit Uncertainty and Sluggish Growth, Where Are European Investors Seeking Value?
From our office in London, this episode is all about Europe's investing environment, including how investors are preparing for possible Brexit scenarios, drivers of the region's economic slowdown and where clients are finding alpha. "The number one issue that clients in Europe are facing is how do we get returns," says Andrew Wilson, CEO of Goldman Sachs Asset Management for Europe, the Middle East and Africa, who explains how both macro and political uncertainties are weighing on investors' minds.
This podcast was recorded on March 5, 2019.
The views and opinions expressed herein should not be construed...2019-03-1820 min
Goldman Sachs ExchangesWhat Can Credit Markets Tell Us About the Chances of a US Recession?
A Goldman Sachs Research study of the last 100 years suggests US recessions can be boiled down to five major causes - and several (like industrial and oil supply shocks) look structurally less threatening today. But among those that still bear close watching are the financial balances of households and corporations, which GS Research's Chief Credit Strategist Lotfi Karoui says aren't showing signs of a private sector living beyond its means. Outstanding mortgage debt has declined drastically and consumer credit growth has slowed to a four-cycle low, while on the corporate side, strong profitability and debt-servicing capacity are providing a...2019-03-1126 min
Goldman Sachs ExchangesTech in Europe: Innovating Amidst Constraints
This episode is all about Europe's technology sector, from the pace of tech disruption and the growth of AI, to how companies are innovating in the face of political and regulatory constraints and more. Jo Hannaford of Goldman Sachs' Technology Division, points to Europe's geography as a key driver for development and innovation in technology in the region. "You feel like [in] Europe that [the countries'] physical distance doesn't really stop people being able to really...come together and communicate."
This podcast was recorded on February 1, 2019.
This podcast should not be copied, distributed, published or...2019-02-1931 min
Goldman Sachs ExchangesChina's 'Bumpy Deceleration'
The bumpy deceleration underway in China will be met with additional economic policy easing, albeit with some notable differences to previous stimulus, says Goldman Sachs Research's Andrew Tilton. He expects a slightly smaller and later stimulus relative to other slowdowns, leveraging not only Chinese policymakers' typical favored tools like infrastructure spending but also a tax cut.
This podcast was recorded on February 1, 2019.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained...2019-02-1220 min
Goldman Sachs ExchangesThe Scene from China: VC and Tech Reach New Scale
Last year, venture capital investment in China surpassed North American totals for the first time in history, bringing Chinese business models to a stage and scale that "the entire world needs to pay attention to" in the eyes of Goldman Sachs Research's Piyush Mubayi. Corporate venture capital plays a major role: the country's big tech companies are active investors domestically, and now they're also setting sights on new markets. In this episode, Mubayi joins Jake Siewert to discuss developments in China's corporate venture capital space, as well as trends he's seeing in the broader tech sector.
This...2019-02-0420 min
Goldman Sachs 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 min
Goldman Sachs ExchangesClosing the Gender Gaps: Advancing Women in Corporate America
In this episode, we sit down with Amanda Hindlian and Sandra Lawson, two of the authors of a Goldman Sachs Global Markets Institute report called "Closing the gender gaps: Advancing women in corporate America." The report aims to contribute to the ongoing dialogue surrounding gender equality by analyzing some of the drivers of the gender gaps in seniority and pay and by helping clients to address these obstacles and biases.
This podcast was recorded on November 2, 2018.
All price references and market forecasts correspond to the date of this recording.
This podcast should not...2018-11-1230 min
Goldman Sachs ExchangesEurope's Energy Evolution
Europe's energy sector is undergoing a transformation toward sustainable energy sources, says Goldman Sachs Research's Alberto Gandolfi. In this episode, Gandolfi discusses why clean energy has started to undercut the cost of conventional generation. "In several regions of Europe right now, renewables are way, way cheaper than any other technology. So we think they're going to displace conventional generation over the next decade," Gandolfi says.
This podcast was recorded on August 2, 2018.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be copied, distributed, published or...2018-10-0124 min
Goldman Sachs ExchangesFinding Value in Today's Investing Climate, from Emerging Markets to ESG
International Goldman Sachs Asset Management CEO Sheila Patel joins us in the studio to discuss key trends facing investors, from where opportunities remain in emerging markets assets to the growth of ESG investing to sovereign wealth funds' shift towards transparency. "Across the board [with both legacy and new sovereign wealth funds] what you've seen go on is an increase in transparency, a realization that the level of concern about their actions or what they might be doing could lead to a potential distrust or a disruption of their activities."
This podcast was recorded on August 2, 2018.
...2018-09-1724 min
Goldman Sachs ExchangesGrowth, Politics and Shareholder Activism: European Equities in Focus
Looking at investor returns, European equities are trailing U.S. peers while beating emerging-market stocks in 2018. As part of our closer look at emerging economic and market themes in Europe, Sharon Bell of Goldman Sachs Research discusses the factors that explain this performance, zeroing in on U.K., German and French stocks. Bell breaks down investors' preference for growth companies over value stocks that trade at cheaper prices, particularly against a backdrop of ongoing political uncertainty and a slower pace of economic growth in the region. As for her outlook for the rest of the year, Bell says European...2018-08-1721 min
Goldman Sachs ExchangesWhy Technology is Not a Bubble
Is there a bubble in technology? Goldman Sachs Research's Peter Oppenheimer doesn't think so. Despite the recent stumbles in some of tech's biggest names, the sector continues to dominate global stock indexes. "The thing that's really set apart [today's] technology revolution as we're seeing it expressed in the stock market since the financial crisis is that these companies have been very successful," says Oppenheimer. "They've been very dominant in terms of returns, but they've also been extraordinarily successful in terms of their earnings power, and their valuations have not become that extreme." Oppenheimer draws attention to just how large...2018-08-0728 min
Goldman Sachs 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 min
Goldman Sachs 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 min
Goldman Sachs ExchangesWhat Happened to the American Pension?
Fifty years ago, if you asked Americans how they mainly saved for retirement, chances are they'd answer: "my pension." That's no longer the case. After surging in the post-World War II years, corporate pensions have been on the decline in the US over the past couple decades, largely driven by a stricter regulatory environment and long period of low interest rates, says Goldman Sachs' Michael Moran. With fewer corporations offering comprehensive pension plans, Moran says it will be up to individuals to carry the burden of retirement savings. "It's going to be falling on a lot of individuals in...2018-06-1125 min
Goldman Sachs ExchangesAt the Movies: Battling Box-Office Blues in an Age of Streaming
From subscription services with generous discounts on concessions to comfier theaters, the film industry is moving aggressively to get more people off their sofas and to the box office, says Drew Borst of Goldman Sachs Research, so far with mixed results. Some efforts (think: reclining seats) are likely to prove more successful than others (think: forays into alternative content like eSports), he says. But one constant is likely to be a heavier reliance on big-budget blockbusters to draw audiences even as TV ups its game. "In television, the hits keep getting smaller and smaller and smaller as the supply...2018-05-2532 min
Goldman Sachs ExchangesBeyond VR and AR: Extended Reality to Transform Our Lives as Consumers
It's not a matter of if Extended Reality (XR) will touch all aspects of our lives-it's a matter of when, says Heather Bellini of Goldman Sachs Research. By 2025, XR is projected to generate over $100 billion in sales, with the consumer and e-commerce sectors being its biggest beneficiaries. The technology carries broad implications for healthcare, education and real estate as well. "Ultimately, this AR/VR/mixed reality movement will change the way we interact with technology forever," Bellini says.
This podcast was recorded on April 5, 2018.
All price references and market forecasts correspond to the date of...2018-05-2123 min
Goldman Sachs ExchangesOil Investing Enters "The Age of Restraint"
The oil and natural gas investment cycle is entering an "age of restraint," according to a newly-published report from Goldman Sachs Research. In this episode, we sit down with Michele Della Vigna, Commodity Equity business unit leader in EMEA, to understand what this means for the sector. "The period of restraint is a period where fear around long-term demand distraction from decarbonization and electric vehicles is forcing the industry to really rationalize its capital investment," Della Vigna says.
This podcast was recorded on April 16, 2018.
All price references and market forecasts correspond to the date of...2018-04-2821 min
Goldman Sachs ExchangesIs Bitcoin a (Bursting) Bubble?
As cryptocurrency volatility continues, Steve Strongin, Charlie Himmelberg and Jeff Currie of Goldman Sachs Research reaffirm their cautious stance on the long-term viability of bitcoin and other first-generation cryptocurrencies. "This should be a battle of the best technology, and instead it seems to be a common wave of enthusiasm," says Strongin, head of GS Research, of the buzz surrounding the first generation. "Certainly these technologies offer some promise, but on the other hand, when you think about how much they will need to change to meet that need, you realize…how different those future generations are going to be."
...2018-04-1926 min
Goldman Sachs 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 min
Goldman Sachs Exchanges(Un)Steady as She Goes: 2018 Investment Outlook
The U.S. is in its second-longest equity bull market in the post WWII-era, at nearly nine years. Can financial markets continue on their upward course, or is the recent volatility a sign that bearish conditions are on their way? Sharmin Mossavar-Rahmani, chief investment officer of the Goldman Sachs Investment Strategy Group, discusses her team's 2018 investment outlook, titled (Un)Steady as She Goes, and explains its recommendation that clients stay invested in equities in the year ahead.
This podcast was recorded on February 5th, 2018.
The views and opinions expressed herein should not be construed as...2018-02-1029 min
Goldman Sachs ExchangesCloser Than You Think: What the Future Looks Like to Venture Capital
Venture capital has taken on a higher profile in the public imagination in recent years, thanks to the dramatic success of several early bets that have since become household names. Heath Terry, lead internet sector analyst for Goldman Sachs Research, shares where venture firms are focused now and what that means for the future of global industries, including health care and financial services.
This podcast was recorded on November 14, 2017.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be copied, distributed, published or reproduced, in...2018-01-0919 min
Goldman Sachs ExchangesTax Reform, Bitcoin and the Year Ahead for Financials
Banks in the United States are well-positioned to benefit from corporate tax reform, says Goldman Sachs Research's Richard Ramsden. What's less clear is how they'll continue to fend off challenges from technology companies, which have already made inroads in certain businesses, like payments. Richard shares his outlook for the sector heading into 2018, talking through the regulatory and technological changes that are on everyone's minds - including what bitcoin means for banks.
This podcast was recorded on December 11, 2017.
All price references and market forecasts correspond to the date of this recording.
This podcast should...2017-12-1428 min
Goldman Sachs 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 min
Goldman Sachs ExchangesThe Bear Necessities
Eight years into the "most unloved" bull market in history, many investors are asking how much longer the upswing can last. Peter Oppenheimer, chief global equity strategist for Goldman Sachs Research, discusses why identifying the peak may be less important than recognizing a bear market once it starts, and what history can tell us about the types and tenures of these declines.
This podcast was recorded on October 16, 2017.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be copied, distributed, published or reproduced, in whole...2017-10-3025 min
Goldman Sachs 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 min
Goldman Sachs 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 min
Goldman Sachs ExchangesFlux, Friction and the Next Phase of Globalization
After a distinguished career in politics that included roles as prime minister of Portugal and president of the European Commission, José Manuel Barroso was named chair of Goldman Sachs International in 2016. He discusses the future of European integration amidst populist movements across the region, the challenges and opportunities in global trade and his role at the firm.
This podcast was recorded on September 20, 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 I...2017-10-1032 min
Goldman Sachs ExchangesThe Evolution of the Equities Market
Paul Russo, co-COO of the Equities Franchise in the Goldman Sachs Securities Division, explains how technological change and regulatory reform helped develop a growing class of institutional investor - systematic traders - and what a rising interest rate environment could mean for the equity markets.
This podcast was recorded on August 30, 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...2017-09-2638 min
Goldman Sachs ExchangesEurope Looks to Germany
Jörg Kukies, co-CEO of Goldman Sachs in Germany and Austria, discusses Germany's unique role within Europe and on the global stage during a period of significant political and economic developments in Europe and globally.
This podcast was recorded on September 13, 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 accuracy or completeness of t...2017-09-1922 min
Goldman Sachs ExchangesThe Store of the Future
For all the pain that e-commerce has inflicted on retailers, the brick-and-mortar store is far from dead, according to Goldman Sachs Research's lead retail analyst Matt Fassler. Instead, he says, survivors of the latest round of retail disruption will succeed in part by narrowing their sights, focusing either on efficiently distributing goods or improving the in-store experience for customers.
This podcast was recorded on August 14, 2017.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be copied, distributed, published or reproduced, in whole or in part...2017-08-2219 min
Goldman Sachs 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 min
Goldman Sachs ExchangesWhy Health Care's Future Is All About Value
Health care is projected to make up nearly forty percent of the US federal budget by 2025. In an effort to slow down cost increases, some in the industry have begun to explore value-based contracts, potentially transforming the industry's economics. Jami Rubin and Robert P. Jones of Goldman Sachs Research discuss how placing an emphasis on patient outcomes - instead of volumes of medications or services sold - could impact investors, companies and consumers.
This podcast was recorded on July 12, 2017.
All price references and market forecasts correspond to the date of this recording.
This...2017-07-2029 min
Goldman Sachs ExchangesMusic: Back in Black
Digitization ravaged the music business, but nearly 20 years after the launch of Napster, the industry has returned to growth on the back of a "second digital revolution," according to Lisa Yang of Goldman Sachs Research. Streaming services are leading the way, growing the revenue pie for artists and labels both and creating new opportunities for companies across the music ecosystem. Yang is joined by Marc Geiger, worldwide head of music for William Morris Endeavor; and Patrick Spence, CEO of Sonos, to talk about where music was and where it could be headed.
This podcast was recorded on...2017-06-3029 min
Goldman Sachs ExchangesSpace: The Next Investment Frontier
Long dominated by government agencies, space is now in play for private companies and venture capitalists, who see big potential in areas like launch, communications and exploration. Noah Poponak, senior Aerospace and Defense equity research analyst for Goldman Sachs Research, says this investment interest has helped reduce launch costs and spur innovation across related industries, opening up a new chapter in the history of the space economy.
This podcast was recorded on May 3, 2017.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be copied, distributed...2017-05-2224 min
Goldman Sachs ExchangesThe Metrics that Matter: A 'Mainstream' Approach to ESG
Environmental, social and governance metrics have matured to the point where they can help mainstream investors beat their benchmarks, says Goldman Sachs Research's Derek Bingham. As a member of the GS SUSTAIN team, which seeks to identify companies with long-term growth potential, Bingham and his colleagues study which sustainability measures most closely align with returns over time. He shares the team's findings and explains why he sees ESG research as integral to a "holistic" take on stock selection.
This podcast was recorded on May 2, 2017.
All price references and market forecasts correspond to the date of...2017-05-0826 min
Goldman Sachs ExchangesPost-Brexit Europe: A Period of Uncertainty and Opportunity
The two-year negotiation process of Brexit has officially commenced amidst Europe's year of elections, meaning the broader sense of uncertainty that has underpinned much of the region's business operations will continue for the foreseeable future. Richard Gnodde, vice chairman of Goldman Sachs and chief executive officer of Goldman Sachs International, discusses how companies - Goldman Sachs included - are adapting to the political landscape.
This podcast was recorded on April 24, 2017.
The information contained in this recording was obtained from publicly available sources and has not been independently verified by Goldman Sachs. Neither Goldman Sachs nor...2017-04-2722 min
Goldman Sachs Exchanges'Peak Momentum' and a New Phase for Asian Stocks
Tim Moe, chief Asia Pacific equity strategist for Goldman Sachs Research, says recent economic data indicate global growth has perhaps reached "peak momentum." While that could mean more modest returns for equity investors going forward, there is still value to be found in Asia, he argues, most notably in China.
This podcast was recorded on April 3, 2017.
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...2017-04-0728 min
Goldman Sachs 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 min
Goldman Sachs 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 min
Goldman Sachs ExchangesChina, Trump and Asia's Shifting Trade Order
The United States appears poised to revisit its trading stance with China - and Asia more broadly - after the inauguration of President Donald Trump. Andrew Tilton, chief Asia economist of Goldman Sachs Research, considers the Asian economies most at-risk of disruption and the evolving roles of both China and the US in the region.
This podcast was recorded on February 6, 2017.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in...2017-02-0723 min
Goldman Sachs 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 min
Goldman Sachs ExchangesMy Generation: What Your Birth Year Says about How You'll Spend
Each new generation comes of age with different experiences and preferences than their parents. Goldman Sachs Research's Hugo Scott-Gall, Lindsay Drucker Mann and Christopher Wolf discuss how the differing habits of three generations that make up the bulk of US consumption today -- Gen X, Millennials and Gen Z - are changing how Americans spend and manage their careers.
This podcast was recorded on October 4, 2016.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be copied, distributed, published or reproduced, in whole or in part...2017-01-1025 min
Goldman Sachs ExchangesArtificial Intelligence: The Apex Technology of the Information Age
Artificial intelligence - the science of teaching computers to think like humans - could reshape the global economy by making both capital investments and labor costs more efficient. That would provide a meaningful boost to productivity growth, which has stagnated since the internet boom of the 1990s. Heath Terry of Goldman Sachs Research discusses the technology's most promising uses, the industries set to take advantage and how widespread adoption might impact the labor market.
This podcast was recorded on December 2, 2016.
All price references and market forecasts correspond to the date of this recording.
...2016-12-2719 min
Goldman Sachs 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 min
Goldman Sachs ExchangesTaxes, Trade and More in a Trump Presidency
As President-elect Donald Trump makes the transition from the campaign trail to the White House, investors will be watching carefully to determine the economic issues at the top of his agenda. Alec Phillips, Goldman Sachs Research's political economist in Washington, discusses where Trump can act on his own without Congress, why corporate tax changes are more likely than personal tax cuts in 2017, and how Trump may reshape the leadership of the Federal Reserve.
This podcast was recorded on November 15, 2016.
This podcast should not be copied, distributed, published or reproduced, in whole or in part. The...2016-11-1738 min
Goldman Sachs ExchangesDefining the Terms of Brexit
As the UK moves closer to triggering formal talks on its exit from the European Union, investors are focused on the terms of the new relationship it will strike with Brussels. Goldman Sachs' Chief European Economist Huw Pill discusses the spectrum of issues to be resolved in the negotiations and what the ultimate outcome between a "hard" or "soft" Brexit means for the UK, Europe and the global economy.
This podcast was recorded on November 8, 2016.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be...2016-11-1428 min
Goldman Sachs ExchangesHow Fintech Is Transforming Consumer Finance
Purpose-driven loans - for housing, education and automobiles - comprise most of the consumer credit market, with credit cards making up most of the rest. But the industry is undergoing a profound shift, as new entrants leverage responsive technologies to offer better experiences for consumers. Harit Talwar, head of Digital Finance at Goldman Sachs, discusses the evolving role of technology in finance and the launch of the firm's new online personal loan platform, Marcus by Goldman Sachs.
This podcast was recorded on August 17, 2016, with portions re-recorded on October 12, 2016.
This podcast should not be copied, distributed...2016-10-1326 min
Goldman Sachs ExchangesThe Evolution of the 'Long Good Buy'
Quantitative easing by the world's major central banks has helped deflate bond yields and pushed valuations across asset classes to historic levels. Peter Oppenheimer, chief global equity strategist and head of Macro Research in Europe for Goldman Sachs Research, discusses how the long-term case for investing in stocks has evolved and why he sees the most likely scenario from here as a 'Fat & Flat' range of tepid yet positive returns and greater volatility.
This podcast was recorded on September 12, 2016.
All price references and market forecasts correspond to the date of this recording.
This...2016-09-2720 min
Goldman Sachs ExchangesNarrowing the Jobs Gap
Technology's rapid progress and expanding scope are having a significant impact on the nature of work. Steve Strongin, head of Goldman Sachs Research, and Sandra Lawson, director of the Global Markets Institute, explain why preparing for the jobs of the future is about more than STEM.
This podcast was recorded on September 7, 2016.
All price references and market forecasts correspond to the date of this recording.
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...2016-09-1228 min
Goldman Sachs ExchangesEmission Control: The Expanding Low Carbon Economy
Until recently, low carbon technologies like wind and solar were a niche part of the global energy landscape. But Goldman Sachs Research's GS SUSTAIN team, which focuses on identifying long-term industry leaders, says that low carbon technologies like onshore wind, solar PV, LEDs and hybrid/electric vehicles are now "taking off the training wheels" and rapidly gaining share. According to GS SUSTAIN's Jaakko Kooroshy, these four technologies not only could help global carbon emissions peak as early as 2020, versus mainstream expectations of a peak closer to 2030-they're also poised to reshape competitive dynamics across the global economy.
...2016-08-1219 min
Goldman Sachs ExchangesBrick and Mortal: Retail's Hard Lessons from E-Commerce
Heath Terry and Matt Fassler of Goldman Sachs Research discuss the explosive growth of e-commerce and how brick-and-mortar retailers are contending with changing consumer habits, generational shifts and technological disruption.
This podcast was recorded on June 30, 2016.
All price references and market forecasts correspond to the date of this recording.
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...2016-07-2917 min
Goldman Sachs ExchangesHealthcare's Balance Between Science and Commerce
Jami Rubin, business unit leader of the Healthcare Research Group for Goldman Sachs Research, discusses top trends in healthcare, including progress in the fight against cancer, diabetes and Alzheimer's, cutting-edge science in gene therapy and gene editing, and how the drug industry is dealing with debates over pricing and mergers.
This podcast was recorded on June 17, 2016.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast does not constitute...2016-07-1319 min
Goldman Sachs ExchangesBrexit: After the Vote
The UK's vote to leave the EU sets in motion a series of complex adjustments for the UK and Europe that will take years to play out. Huw Pill, chief European economist in Goldman Sachs Research, discusses the economic and market implications of the Brexit vote.
This podcast was recorded on June 27, 2016.
All price references and market forecasts correspond to the date of this recording. 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...2016-06-2828 min
Goldman Sachs 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 min
Goldman Sachs ExchangesBright Spots in Emerging Markets
A better external backdrop is just part of the reason why emerging market assets have surprised in the first half of 2016. Kamakshya Trivedi, chief Emerging Markets macro strategist in Goldman Sachs Research, considers the local and global factors influencing asset prices in developing economies around the world, including China, Brazil and India.
This podcast was recorded on May 17, 2016.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast does...2016-06-0324 min
Goldman Sachs 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 min
Goldman Sachs ExchangesMutant Mosquitoes, 'Peak Stuff' and the Shifting Currents of Innovation
Hugo Scott-Gall recaps the technologies and topics discussed at the second-annual Goldman Sachs Research Innovation Symposium, including the evolving markets for drones, the surprising demographics of the sharing economy and the opportunity at the intersection of digital services and traditional healthcare.
This episode was recorded on March 18, 2016.
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...2016-04-0620 min
Goldman Sachs ExchangesBillion Dollar Babies: Virtual Reality and the Shift to Cloud
Heather Bellini, head of the Technology Research Group in Goldman Sachs Research, discusses the multi-billion dollar industry forming around virtual and augmented reality, and the $300 billion in enterprise IT spend at stake as companies pursue cloud strategies.
This podcast was recorded on March 1, 2016.
All price references and market forecasts correspond to the date of this recording.
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...2016-03-2223 min
Goldman Sachs Exchanges"Fat and Flat" and the Market Path from Here
Peter Oppenheimer, Goldman Sachs Research's chief equity strategist and head of European Macro Research, weighs in on the recent rally in equity markets, the "third wave" of the financial crisis, the likelihood of a global recession, and more.
This podcast was recorded on March 9, 2016.
All price references and market forecasts correspond to the date of this recording.
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...2016-03-1126 min
Goldman Sachs ExchangesThe Markets vs. the Economy - Explaining the Disconnect
Jan Hatzius, Goldman Sachs' chief economist, and Jeff Currie, global head of Commodities Research, explain why volatility in the oil, equity and credit markets could be sending false signals about the underlying strength of the broader economy.
This podcast was recorded on February 23, 2016.
All price references and market forecasts correspond to the date of this recording.
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...2016-02-2530 min
Goldman Sachs ExchangesMarket Viewpoints - Gary Cohn on China, Commodities and Tech IPOs
Gary Cohn, president and chief operating officer of Goldman Sachs, shares his perspective on the state of global markets -- including China's economic slowdown, volatile oil prices and the evolution of Silicon Valley.
This podcast was recorded on February 3, 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 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...2016-02-1026 min
Goldman Sachs ExchangesThe Digitization of Finance
Don Duet, co-head of the Technology Division at Goldman Sachs, discusses the technological transformation of the financial services industry, and how advances in open source, big data, blockchain and other areas are driving further innovation.
This podcast was recorded on January 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 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...2016-01-2027 min
Goldman Sachs ExchangesBeyond the Fed Hike: The Business of Banking in 2016
US banks are at an inflection point after the Federal Reserve's decision to raise its benchmark interest rate for the first time in nearly a decade. Goldman Sachs Research's Richard Ramsden discusses front-burner issues for the industry in the year ahead, including the pace of future hikes, the rise of new entrants and the growing imperative for banks to stay ahead of technological innovation.
This podcast was recorded on December 17, 2015.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be copied, distributed, published or reproduced...2016-01-0621 min
Goldman Sachs ExchangesThe Business Case for Climate Action
Kyung-Ah Park, head of Environmental Markets at Goldman Sachs, represented the firm at the UN Climate Change Conference in Paris. She discusses the historic climate agreement adopted by 196 parties and ways the business community can help facilitate the transition to a low carbon economy.
This podcast was recorded on December 15, 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...2015-12-1827 min
Goldman Sachs ExchangesCord Cutting Goes Prime Time
In the second and third quarters of 2015, pay-TV services lost nearly one million subscribers to online streaming options. Brett Feldman and Drew Borst, equity research analysts in Global Investment Research at Goldman Sachs, share how the media and telecom industries are responding and why this is a golden era for consumer choice.
This podcast was recorded on October 23, 2015.
All price references and market forecasts correspond to the date of this recording.
This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast does...2015-11-2025 min
Goldman Sachs ExchangesChina's Transition and the Outlook for Asia
Timothy Moe, co-head of Macro Research in Asia for Goldman Sachs, explains why China's markets could be poised for a rebound and what China's transition to a consumer-driven economy means for markets across Asia.
This podcast was recorded on October 14, 2015.
All price references and market forecasts correspond to the date of this recording.
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...2015-10-2026 min
Goldman Sachs ExchangesCars 2025 - What Will Drive You?
Stefan Burgstaller, head of European Automotive Equity Research at Goldman Sachs, discusses the innovations that could define the car of the future, including widespread Internet connectivity, the adoption of ultra-lightweight materials and the development of autonomous driving technology.
This podcast was recorded on July 21, 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...2015-10-1222 min
Goldman Sachs ExchangesFlat is the New Up
David Kostin, chief US equity strategist at Goldman Sachs, discusses why he sees a flatter trajectory for US stocks after an ''extraordinary run," and why the decline in energy prices will have important implications for corporate profits and capital spending in 2016.
This podcast was recorded on October 5, 2015.
All price references and market forecasts correspond to the date of this recording.
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...2015-10-0927 min
Goldman Sachs 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 min
Goldman Sachs 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 min
Goldman Sachs 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 min
Goldman Sachs 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 min
Goldman Sachs 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 min
Goldman Sachs 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 min
Goldman Sachs 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 min
Goldman Sachs 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