Exchanges

Alle afleveringen

647 afleveringen, van nieuw naar oud

  1. General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantage

    6 oktober 2023 · 42 min

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    General Catalyst CEO Hemant Taneja shares his insights on the venture capital landscape, society’s digital transformation, and the firm’s mission-based approach to investing in the latest episode of Goldman Sachs Exchanges: Great Investors.
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  2. Why most Americans aren’t saving enough for retirement

    3 oktober 2023 · 24 min

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    An improving economic backdrop is helping to bolster retirement savings but Americans are facing a raft of financial challenges. A retirement plan and recent legislation can help manage the competing financial priorities and unexpected expenses that typically crowd out saving for retirement, explains Mike Moran, pension strategist in Goldman Sachs’ Asset & Wealth Management business, on Goldman Sachs Exchanges.
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  3. The IPO market’s soft opening

    26 september 2023 · 16 min

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    Signs of life in the global IPO market are spurring investor optimism for a broader recovery. On Goldman Sachs Exchanges, David Ludwig, global head of equity capital markets at Goldman Sachs’ Global Banking & Markets, shares his outlook for the IPO market and the market dynamics for companies and investors.
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  4. Tech companies are investing in growth

    19 september 2023 · 22 min

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    After a period of cost cutting and layoffs — and buoyed by generative AI tailwinds — software and internet companies are starting to invest for growth, say Goldman Sachs Research’s Eric Sheridan and Kash Rangan on the latest episode of Goldman Sachs Exchanges.
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  5. Emerging market equities poised to overtake developed market equities

    15 september 2023 · 15 min

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    Developed market equities have long dominated global equity markets, but that’s set to change in the coming decades. Kevin Daly, co-head of CEEMEA Economics in Goldman Sachs Research, explains why EM capital markets are likely to rise significantly.
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  6. How companies, private equity firms, and institutional investors are navigating the global economy

    12 september 2023 · 25 min

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    Goldman Sachs’ Co-head of Global Banking & Markets Jim Esposito explains how companies and investing clients are navigating markets and the global economy in the latest episode of Goldman Sachs Exchanges.
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  7. A conversation with Renaissance Technologies CEO Peter Brown

    11 september 2023 · 41 min

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    In this special episode of Goldman Sachs Exchanges: Great Investors, Peter Brown, CEO of Renaissance Technologies, talks about his career and building the hedge fund company. He also recounts how the firm navigated market crises such as the “quant quake” and the Global Financial Crisis, and describes how computer models and algorithms have long played a role in Renaissance’s growth.
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  8. The Fed is likely finished hiking rates as the US avoids recession

    7 september 2023 · 23 min

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    Worries that rising inflation will force the Federal Reserve to raise interest rates later this year appear to be fading amid encouraging signs in the jobs market. Goldman Sachs Research’s Chief U.S. Economist David Mericle shares his views on the U.S. economy, inflation, and the Fed’s path from here.
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  9. The economic potential of closing gender and racial gaps

    22 augustus 2023 · 28 min

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    Goldman Sachs Research’s Sharon Bell and Gizelle George-Joseph discuss the progress, challenges, and opportunities facing women and Black Americans, respectively, and why reducing racial, gender, and economic inequities could ultimately raise global growth over the long term.
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  10. The music industry’s turning point

    18 augustus 2023 · 27 min

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    The music industry is on the verge of another major structural change, so what should listeners, artists, and industry professionals expect over the years to come? Goldman Sachs Research’s Lisa Yang discusses her latest Music in the Air report which analyzes how streaming, artificial intelligence, and changing listener behavior are affecting the industry.
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  11. BlackRock’s Rick Rieder on his career, the markets, and investing in the current environment

    17 augustus 2023 · 30 min

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    As the Chief Investment Officer of Global Fixed Income for BlackRock, Rick Rieder and his team are responsible for about $2.4 trillion of assets. In this episode of Goldman Sachs Exchanges: Great Investors, Rieder shares his views on the markets, the strength of the U.S. economy, and where he’s finding investment opportunities.
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  12. Corporate credit concerns

    15 augustus 2023 · 23 min

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    Higher interest rates are making it more expensive for companies to borrow money. So what could that mean for the health of corporate America? Saba Capital Management’s Boaz Weinstein, founder and CIO, and Goldman Sachs’ Lotfi Karoui, chief credit strategist, discuss the outlook for U.S. credit markets. This episode of Goldman Sachs Exchanges is based on Goldman Sachs Research’s latest Top of Mind report.
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  13. Germany: a country at the crossroads

    8 augustus 2023 · 24 min

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    Germany slipped into a technical recession earlier this year as the country struggles with a weaker manufacturing sector, high inflation and a war on its doorsteps. In this episode, Wolfgang Fink, CEO of Goldman Sachs for Germany and Austria, explains how German companies and investors are adapting to the macro and market pressures.
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  14. Why the U.K.’s high inflation has global implications

    1 augustus 2023 · 26 min

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    More than any other advanced economy, the U.K. has been squeezed by sharply higher prices, but new data shows that inflation may be starting to fall. In this episode, Goldman Sachs Research’s Jari Stehn, chief European economist, and George Cole, head of European rates strategy, explain why the U.K. faces a “confluence of shocks,” why inflation is likely to remain elevated, and what the implications of the U.K.’s inflation problems may mean for yields across the Euro area and globally.
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  15. Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership

    25 juli 2023 · 41 min

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    Since Luke Ellis took the helm as CEO of Man Group, a global active investment management firm with a significant hedge fund offering, the firm’s assets under management have almost doubled to around $145 billion. In this episode of Goldman Sachs Exchanges: Great Investors, Goldman Sachs’ John Storey speaks with Ellis about his perspectives on the hedge fund industry, his views on the markets and the global economy, and what’s he’s learned over his career.
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  16. What’s next for China’s economy?

    21 juli 2023 · 23 min

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    China's emergence from Covid lockdowns was expected to boost the global economy. But a string of disappointing data is giving investors, policymakers and market watchers a new reason to worry. Goldman Sachs Research’s Hui Shan, chief China economist, explains the drivers behind the outlook for the world’s second-largest economy.
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  17. Generative AI: hype, or truly transformative?

    18 juli 2023 · 24 min

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    Investor interest in generative AI technology has surged. But is the hype and market pricing around the technology warranted? In this episode of Goldman Sachs Exchanges, Conviction’s Sarah Guo, NYU’s Gary Marcus and Goldman Sachs Research’s Kash Rangan and Eric Sheridan discuss the technology’s disruptive potential.
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  18. Why 'everything aligns' for Japanese stocks

    11 juli 2023 · 17 min

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    Goldman Sachs Research’s Bruce Kirk, chief Japan equity strategist, explains the drivers behind the rally in Japan’s equity market and the state of the country’s economy.
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  19. Why global equities are poised for “fat and flat” returns

    3 juli 2023 · 25 min

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    Global equity markets have performed relatively well in the first half of the year, but can this performance last? Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist and head of macro research in Europe, explains why equity returns are likely to remain relatively flat from here.
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  20. What’s ahead for the U.S. economy?

    28 juni 2023 · 22 min

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    The U.S. economy has shown signs of surprising resilience this year, despite concerns over inflation, recession and the Fed’s path from here. In the latest episode of Goldman Sachs Exchanges, David Mericle, chief U.S. economist in Goldman Sachs Research, explains why he’s generally optimistic that the U.S. economy can avoid a recession and achieve a soft landing.
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  21. GQG’s Rajiv Jain on bold moves, growth of capital and global markets

    20 juni 2023 · 24 min

    Afspelen
    Since GQG Partners’ Chairman and CIO Rajiv Jain co-founded the global boutique asset management firm in 2016, the company has grown to more than $100 billion in assets under management. In this episode of Goldman Sachs Exchanges: Great Investors, Jain discusses his approach to managing portfolios and building teams, as well as his views on the macroeconomic and investment landscape.
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  22. The Markets: What the Fed’s hawkish pause means for markets

    16 juni 2023 · 10 min

    Afspelen
    Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current economic climate, Jonathan Fine, head of Investment Grade Syndicate in the Americas in Goldman Sachs' Global Banking & Markets, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
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  23. An inside look at family offices’ investing strategies

    13 juni 2023 · 27 min

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    Family offices have long managed the financial affairs of the world's wealthiest families. In this episode, Meena Flynn and Sara Naison-Tarajano from Goldman Sachs’ Asset & Wealth Management business, and Ken Hirsch and Tony Pasquariello from Global Banking & Markets, break down the findings of the firm’s latest Family Office survey, Eyes on the Horizon.
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  24. The Markets: Why the AI-driven tech rally has legs

    9 juni 2023 · 10 min

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    Investor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? In this week’s Markets podcast from Goldman Sachs Exchanges, Sung Cho, co-head of Tech Investing for Fundamental Equity in Goldman Sachs Asset Management, explains the factors and outlook for the sector.
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  25. How countries and companies are reshaping their supply chains

    6 juni 2023 · 39 min

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    How are countries and companies reshaping their supply chains for a new era of global trade? In this episode, Andrew Tilton, chief Asia Pacific economist in Goldman Sachs Research, Luke Barrs from the Fundamental Equity business in Asset Management, and Richard Hill, chairman of the board at Marvell Technology, discuss the macro pressures and geopolitics that are affecting global supply chains, as well as the impact on the investment landscape.
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  26. The Markets: What’s next for U.S. Treasuries

    2 juni 2023 · 10 min

    Afspelen
    Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying trends in U.S. equity performance this year, Beth Hammack, co-head of the Global Financing Group in Goldman Sachs’ Global Banking & Markets, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
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  27. Daunting debt limit dynamics

    30 mei 2023 · 21 min

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    In this episode, Stephen Kaplan, associate professor at George Washington University, Alec Phillips, Goldman Sachs Research’s chief political economist, and David Beers, former head of sovereign credit ratings at S&P, who oversaw the rating agency’s U.S. credit rating downgrade in 2011, dig into the history and mechanics of the U.S. debt limit and explore whether the repeated brinkmanship around raising the debt limit could undermine the value of U.S. assets.
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  28. The Markets: Are markets pricing in the potential of a default?

    26 mei 2023 · 8 min

    Afspelen
    Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very different ways, explains Candice Tse, a managing director in Goldman Sachs Asset Management, on The Markets podcast.
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  29. Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains

    25 mei 2023 · 30 min

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    Oil and commodity prices have fallen this year amid unprecedented declines in inventories. But this “great de-stocking” could also pave the way for strong gains if the economy avoids a recession given solid fundamentals and overall demand, explains Jeff Currie, global head of commodities in Goldman Sachs Research.
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  30. The Markets: Why European stocks are beating US equities

    19 mei 2023 · 10 min

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    Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
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  31. Investing during times of market stress

    16 mei 2023 · 28 min

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    In this episode, Goldman Sachs Research’s Christian Mueller-Glissmann, who heads asset allocation research within portfolio strategy, explains how recent market stresses are affecting portfolio diversification strategies.
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  32. The Markets: Pricing in the probability of a recession

    12 mei 2023 · 8 min

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    Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
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  33. Breaking Free: The rise of corporate separations

    11 mei 2023 · 25 min

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    In an environment where merger and acquisition activity is still relatively subdued, companies are turning to spinoffs, sales and divestitures. But what factors are driving this trend? In this episode, Goldman Sachs' David Dubner, global head of M&A structuring within Global Banking & Markets, and Sharath Sharma, global vice chair at EY, discuss “Strategies for successful corporate separations,” a new report coauthored by Goldman Sachs and EY on how and why companies are leaning into corporate separations.
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  34. U.S.-China: more decoupling ahead?

    9 mei 2023 · 26 min

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    Geopolitical tensions between the U.S. and China have been running high for some time, but are escalating as President Biden prepares to unveil further curbs on U.S. investment to China ahead of this month’s G7 Summit. In this episode, which breaks down Goldman Sachs Research’s recent Top of Mind report, “U.S.-China: more decoupling ahead,” Harvard’s Graham Allison, who has extensively studied the relationship between the two countries, and Rhodium Group’s Dan Rosen, who has analyzed investment and trade flows, explore the tensions between the two countries and how they’re affecting the investing landscape for companies and investors.
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  35. The Markets: Fed rate hikes, banking stress & debt limit concerns

    5 mei 2023 · 8 min

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    Explaining the takeaways from this week’s Fed decision, recent banking sector stress and debt limit concerns, Ashish Shah, chief investment officer of Public Investing in Asset & Wealth Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
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  36. Is big tech back?

    4 mei 2023 · 21 min

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    After a sharply disappointing performance in 2022, tech stocks are roaring back. But is the latest revival just a short-term blip? Or is there a new growth phase ahead for the tech sector? In this episode, Ben Snider, a senior strategist in Goldman Sachs Research, and Peter Callahan, who covers the tech sector for Global Banking & Markets, break down big tech earnings, new developments like generative AI, and the risks investors are focused on.
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  37. What happens if the U.S. government can’t pay its bills?

    2 mei 2023 · 26 min

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    The debate over the U.S. debt ceiling is quickly heating up. If the debt limit is not lifted before the deadline, what does this mean for markets and the economy? In this episode, Goldman Sachs Research’s Alec Phillips, chief U.S. political economist, explains how a failure to raise the limit on US government debt could ripple through the global financial markets.
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  38. The Markets: Volatility, Earnings, and European Equities

    28 april 2023 · 10 min

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    Discussing US equity volatility hitting a low, the takeaways from US and European earnings, and what to expect in next week’s Fed and ECB meetings, Sharon Bell, Goldman Sachs Research’s senior strategist on the European Portfolio Strategy team, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
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  39. Navigating the trillion dollar path to a more sustainable economy

    27 april 2023 · 31 min

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    The path to net zero has never been more complicated as businesses and governments look to balance short-term energy demands with long-term sustainability goals. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Michele Della Vigna, head of Natural Resources Research in EMEA, and Kara Mangone, global head of Climate Strategy, discuss the decades-long effort that will require trade-offs between investing and carbon intensive projects and increasing investments in clean energy technologies.
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  40. How Porsche CEO Oliver Blume is driving innovation

    25 april 2023 · 20 min

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    The initial public offering of luxury car manufacturer Porsche last fall was a bright spot in an otherwise difficult equity market. So how has the automaker navigated the macro challenges and what are the implications for the sector more broadly? In the latest episode of Exchanges at Goldman Sachs, Oliver Blume, the CEO of Porsche and its parent company VW, and Goldman Sachs’ Christoph Stanger, who chairs the European equity capital markets team and helped take the company public, go behind the scenes to look at what it was like to take the company public, as well as discuss some of the broader trends in the automotive industry.
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  41. The Markets: A ‘bulletproof’ stock market?

    21 april 2023 · 9 min

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    Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquariello, global head of hedge fund coverage for Global Banking & Markets, joins the inaugural episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
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  42. Navigating the ‘perfect storm’ in commercial real estate

    18 april 2023 · 28 min

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    The recent stress in the banking sector appears to have abated but there are knock-on effects that are pressuring a key corner of the economy: commercial real estate. So could commercial real estate be the next possible crisis? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Lotfi Karoui, chief credit strategist and head of the Credit Research Group, and Jeffrey Fine, global head of Real Estate Client Solutions and Product Strategy in the firm’s Asset & Wealth Management business, assess the vulnerabilities in the commercial real estate market today.
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  43. What’s on the minds of the world’s largest investors?

    14 april 2023 · 21 min

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    As one of the largest investors in the world, insurers represent about $30 trillion in assets — which means their investment decisions can have an outsized impact on markets and investment flows. So in a volatile market and uncertain economic environment, what’s on the minds of this influential investor base? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Mike Siegel, global head of the Insurance Asset Management and Liquidity Solutions businesses, and Matt Armas, global head of Insurance Asset Management, break down the results of the 12th annual survey, Balancing with Yield on the Inflationary Tightrope, which surveyed more than 300 insurers about their views on the economy, asset allocation decisions and return expectations.
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  44. All about bank(panic)s and the implications for policy

    11 april 2023 · 31 min

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    The recent banking turmoil in the U.S. and Europe triggered by the failure of Silicon Valley Bank — the largest bank failure since the 2008 financial crisis — seems to have abated, but questions remain about whether banking stress could resurge and what policymakers can do to prevent that. In the latest episode of Exchanges at Goldman Sachs, which is based on Goldman Sachs Research’s Top of Mind report, All about bank(panic)s, former policymakers Daniel Tarullo and Thomas Hoenig, and Yale’s Gary Gorton, explain the drivers behind the recent crisis, the potential for it to repeat, and what rules and regulations might help prevent that.
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  45. How Europe’s tech startups are continuing to innovate in the current market

    7 april 2023 · 19 min

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    From artificial intelligence and machine learning, to virtual reality and wearable technology, disruptive tech has been at the forefront of markets and investors’ minds. So how are investors and tech founders alike approaching trends in technological innovation during a time of stress in the markets and banking sector? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Clif Marriott, co-head of the Technology, Media and Telecommunications Group in EMEA for Global Banking & Markets, spoke with Ophelia Brown, founder and managing partner for early-stage venture capital firm Blossom Capital, explain how founders of tech startups across Europe are navigating the stress in the banking sector, the types of emerging technologies they're most excited about and how investors are approaching opportunities in the current environment.
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  46. What’s driving the surge in shareholder activism activity?

    4 april 2023 · 17 min

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    Even the world's largest companies aren't immune to activist investors. With the management teams of large-cap companies attracting the attention of activism campaigns, what are the implications for corporate strategy and shareholders? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Avinash Mehrotra, co-head of America's M&A, who runs activism, shareholder advisory and takeover defense practices, along with Pamela Codo-Lotti, who serves as the global chief operating officer for the practice in Global Banking & Markets, discuss the rise in shareholder activism campaigns, especially among large-cap companies.
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  47. Bain Capital’s Stephen Pagliuca on private equity and the Boston Celtics

    31 maart 2023 · 35 min

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    In this episode of Exchanges at Goldman Sachs: Great Investors, Stephen Pagliuca, senior advisor at Bain Capital, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his career in private equity at Bain Capital, his views on the economy and investment landscape, and his experience managing the Boston Celtics and Atalanta soccer club.
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  48. Navigating the new geopolitical and technology landscape

    28 maart 2023 · 28 min

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    In an era of geopolitical instability and economic uncertainty, what are the implications for companies and investors? In the latest episode of Exchanges at Goldman Sachs, George Lee and Jared Cohen, the co-heads of Goldman Sachs’ newly created Office of Applied Innovation, discuss shifts in the geopolitical landscape, how rapidly evolving technology is impacting our world, and how the new office works with the firm’s clients to explore issues that sit at the center of a changing global marketplace.
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  49. What the banking turmoil means for investors’ portfolios

    23 maart 2023 · 24 min

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    Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through markets and the economy. With First Republic Bank and Credit Suisse making headlines, policymakers are examining what they can do to steady markets and restore confidence. So, has the fallout been contained? And what does this all mean for investors’ portfolios? In the latest episode of Exchanges at Goldman Sachs, Richard Ramsden, who leads the research coverage of the banking sector, Chris Hallam, who covers the banking sector in EMEA, and Brett Nelson, head of tactical asset allocation for the Asset & Wealth Management Investment Strategy Group of Goldman Sachs, provide an update on the banking sector and discuss what this means for investors.
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  50. The impact of bank failures on markets and the economy

    15 maart 2023 · 25 min

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    The collapse of Silicon Valley Bank and Signature Bank has sparked broader concerns about the health of the banking industry. So what is the significance of these events? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Richard Ramsden, who leads the coverage of the banking sector, and Lotfi Karoui, chief credit strategist, discuss how we got here, the significance of recent regulatory measures, the implications for credit creation, and more.
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