Goldman Sachs Exchanges Podcast

What the Fed’s Hawkish Pivot Means for Economic Growth and Markets from 2022-02-22T18:54:56

In the latest episode of Exchanges at Goldman Sachs, David Mericle, Goldman Sachs Research’s chief U.S. economist, and Brian Friedman, Global Markets Division’s global head of Market Strats, discus...

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The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages from 2022-02-15T05:00

In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercyc...

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What’s Ahead for the Housing Market from 2022-02-08T05:00

In the latest episode of Exchanges at Goldman Sachs, Toll Brothers CEO and Chairman Doug Yearley and Terry Hagerty, Goldman Sachs’ co-head of Homebuilding and Building Products, discuss the outlook...

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Piloting Through: Why Investors Should Stay the Course from 2022-02-01T05:00

In the latest episode of Exchanges at Goldman Sachs, Sharmin Mossavar-Rahmani, Head of the Investment Strategy Group and Chief Investment Officer for the Consumer and Wealth Management Division, di...

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Is 2022 the Endemic Year? from 2022-01-27T18:47

In the latest episode of Exchanges at Goldman Sachs, Jeffrey Shaman, Director of the Climate and Health Program at Columbia University’s Mailman School of Public Health, and Dr. Eric Topol, Founder...

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As Rates Reprice and Stocks Sell Off, What’s Next? from 2022-01-24T20:04:37

In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Kostin and Global Markets Division’s Jonathan Shugar share their thoughts on how the recent jump in bond yields a...

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Goldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy and What to Expect in 2022 from 2022-01-18T13:00

In 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 corpo...

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Understanding the Metaverse and Web 3.0 from 2022-01-11T05:00

The “metaverse” has captured the imagination of technology investors, but what is it, and what does it signal for the next era of computing? In the latest episode of Exchanges at Goldman Sachs, Gol...

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What’s Next for M&A from 2022-01-04T05:00

The record wave of M&A activity that we witnessed in 2021 is showing no signs of slowing as we turn the page on a new year. Goldman Sachs’ Stephan Feldgoise and Mark Sorrell, co-heads of the global...

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Accelerating Transition: Market Tools for ESG from 2021-12-28T05:00

In part 5 of our special miniseries, host Kara Mangone talks to Sarah Lawlor, Chief Operating Officer of the Sustainable Solutions Council in the Global Markets Division about the tools available t...

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Investing in Climate Change 2.0 from 2021-12-21T05:00

Despite mixed progress on global climate action at COP26, a key takeaway emerged: the private sector is stepping up to tackle climate change. In this episode, experts from former Bank of England Go...

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Redefining the Retirement Landscape from 2021-12-14T16:45

Retirement expectations in the wake of COVID-19 are evolving and may be at odds with reality, according to the inaugural Retirement Survey&Insights Report from Goldman Sachs Asset Management.

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Accelerating Transition: Public-Private Partnerships from 2021-12-10T16:49:30

In part 4 of our special miniseries, host Kara Mangone talks to John Greenwood of our Investment Banking Division and Ahmed Saeed of the Asian Development Bank on the role public-private partnershi...

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What India’s Digital Transformation Means for Markets, Investors and Economic Growth from 2021-12-07T05:00

India’s digital transformation is driving a surge in tech IPOs that is reshaping its markets and economy. Goldman Sachs Research’s Tim Moe, Sunil Koul and Santanu Sengupta explain the drivers that ...

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Accelerating Transition: Nature Based Solutions from 2021-12-02T20:08:45

In part 3 of our special miniseries, host Kara Mangone explores nature based solutions in sustainable finance with Peter Kelly and Lisa Williams of GS' Asset Management Division.

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What’s Ahead for Global Economies and Markets in 2022? from 2021-11-30T16:56:01

Global economies and markets are facing a more complicated landscape amid rising rates, slowing growth and shifting monetary and fiscal policies. Goldman Sachs’ Jan Hatzius and Dominic Wilson exami...

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Accelerating Transition: Carbonomics from 2021-11-24T05:00

Part 2 of our special miniseries: Host Kara Mangone and Michele Della Vigna, head of Natural Resources Research in EMEA discuss the role capital markets, public policy, and technology will play in ...

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Inflation: Here Today, Gone Tomorrow? from 2021-11-23T05:00

As U.S. inflation hits 30+ year highs, experts debate whether the “temporary” pandemic-related inflationary pressures could prove persistent. In the latest Exchanges at Goldman Sachs episode, Goldm...

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Accelerating Transition from 2021-11-16T15:36:51

In the kickoff episode of our new sustainability miniseries, Accelerating Transition, John Goldstein and Kara Mangone of Goldman Sachs’ Sustainable Finance Group discuss what it will take from both...

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An Evolution in the Cybersecurity Landscape from 2021-11-10T16:35

How has the surge in cyberattacks—and companies’ efforts to counter these efforts—evolved? Matthew Chung, Goldman Sachs' Chief Information Security Officer, Wesley Williams, head of the firm's Secu...

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Why Investors Are Shopping for Consumer Retail from 2021-11-02T04:00

Amid a record-setting IPO market, one group of companies going public stands out—the makers of things we use in our everyday lives. On this episode, host Allison Nathan speaks with Jennifer Davis a...

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Europe at a Crossroads from 2021-10-26T04:00

Will the Euro area's unprecedented program of fiscal risk sharing in response to the pandemic, and a new, likely less fiscally conservative, ruling coalition in Germany increase integration, raise ...

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The Small Business Perspective: How Owners Are Dealing With Worker Shortages, Inflation and Supply Chain Delays from 2021-10-12T04:00

Goldman Sachs’ Joe Wall of the Office of Government Affairs explains why small business owners’ sentiment has turned sharply negative as the pandemic continues and host Allison Nathan speaks with t...

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The Impact of Rising Natural Gas Prices from 2021-10-05T04:00

As natural gas prices hit record highs in Europe and Asia, what does that mean for the broader commodity complex? Goldman Sachs Research’s Damien Courvalin explains the impact of rising prices on e...

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Why Hedge Funds Are Turning to the Private Markets from 2021-09-28T04:00

Hedge funds are turning to the private markets, bringing increasing competition to the space. Goldman Sachs’ Kristin Kramer and Freddie Parker explain the shift in public and private market dynamic...

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Is China Investable? from 2021-09-21T04:00

As the Chinese government continues to carry out unprecedented regulatory tightening, what does the new environment mean for China’s growth and investment outlook? Goldman Sachs Research senior str...

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What’s Behind the Record-Breaking IPO Market? from 2021-09-14T04:00

Global equity issuance is up substantially and on track to set new records in 2021. Goldman Sachs’ Elizabeth Reed explains why—and how—more companies are choosing to go public today.

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Outlook for Global Growth: Less Synchronized, More Complicated from 2021-09-07T04:00

Goldman Sachs’ Chief Economist Jan Hatzius describes his outlook for global growth, Fed tapering, inflation and jobs.

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How Are Investors Navigating China’s Regulatory Uncertainty? from 2021-08-17T11:25

Goldman Sachs’ Stephanie Hui, Basak Yavuz and Prakriti Sofat of the Asset Management Division describe the impact of China's heightened regulatory scrutiny on the capital markets and the implicatio...

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The Delta Variant: Implications for Vaccines, Booster Shots and Economic Growth from 2021-08-10T04:00

How is the fast-spreading Delta variant affecting the outlook for reopening and economic growth? Goldman Sachs Research’s Terence Flynn and Daan Struyven break down the implications for vaccines, b...

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M&A Outlook: How Companies Are Positioning For Growth from 2021-08-03T13:07:45

Can the record pace of M&A continue? Goldman Sachs’ Mark Sorrell and Stephan Feldgoise, co-heads of global M&A for the Investment Banking Division, discuss the outlook, drivers and structures of M&...

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Where Are Family Offices Seeking Higher Returns? from 2021-07-27T04:00

With their unique structures, family offices are increasing their allocation to alternative investments and acting more like institutional investors, according to a new report from Goldman Sachs, W...

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The Future of ‘Femtech’ from 2021-07-20T04:00

Three leading voices in the “femtech” space—Ann Roberts of Flo Health, Lea von Bidder of Ava and Dr. Peter Kecskemethy of Kherion Medical—join Goldman Sachs’ Antonia Riera and Allison Nathan to dis...

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Race to Zero: How Companies Are Deploying Decarbonization Strategies from 2021-07-13T18:21:18

As companies look to reduce their carbon footprints, decarbonization strategies are taking center stage. Goldman Sachs’ John Greenwood and Cindy Quan discuss the efforts by corporations to reach th...

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‘Bidenomics’: Evolution or Revolution? from 2021-07-06T14:07:47

Does President Biden’s economic agenda represent a new progressive era in the U.S.? Goldman Sachs Research’s Allison Nathan discusses how big of a shift in U.S. economic policy Bidenomics truly rep...

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The Global Chip Shortage: Impact, Outlook and Recovery from 2021-06-29T10:00

Goldman Sachs Research’s Toshiya Hari, Kota Yuzawa and Rod Hall discuss the impact of the global semiconductor chip shortage across industries and supply chains.

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The European Recovery: Here to Stay? from 2021-06-22T11:25:25

The economic outlook for Europe appears to be brightening, but how sustainable is the recovery? Goldman Sachs’ Allison Nathan speaks with Jari Stehn, chief European economist for Goldman Sachs Rese...

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From Crisis to Confidence: How Women Entrepreneurs Fared During the Pandemic from 2021-06-15T11:30:19

How did women entrepreneurs fare during the pandemic? Goldman Sachs’ Asahi Pompey, Global Head of Corporate Engagement, and Candice Tse, U.S. Head of Market Strategy in Goldman Sachs Asset Manageme...

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Industrials Influx: What’s Fueling Record Activity Levels? from 2021-06-08T16:03:58

The industrials sector—historically comprised of mature businesses without as much need for near-term growth capital—has seen robust IPO activity so far in 2021, with no signs of slowing down. Matt...

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Crypto: A New Asset Class? from 2021-06-01T11:16:19

Should cryptocurrencies be considered an institutional asset class? That’s the question Goldman Sachs’ Allison Nathan explores on this episode of Exchanges at Goldman Sachs in conversations with Ga...

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What’s Ahead for Inflation? from 2021-05-25T11:14:05

Amid rising concerns over inflation, David Mericle of Goldman Sachs Research explains the big-picture risks to the economy, while Josh Schiffrin from the Global Markets Division looks at market imp...

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Copper is the New Oil from 2021-05-18T10:33:58

A surge in green capex—combined with the lack of copper mining projects—will lead to a multi-year bull market in copper, explains Goldman Sachs Research’s Nick Snowdon.

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Fostering Innovation Within Companies: An Inside Look at GS Accelerate from 2021-05-11T11:51:05

How do companies identify new business opportunities? Goldman Sachs’ Tanya Baker and Hasan Malik, co-heads of the firm’s GS Accelerate program, and Daniel Kovenat, whose business idea was developed...

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The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts from 2021-05-04T11:56:32

Jake Siewert, outgoing global head of corporate communications, reflects on how communications, media relations and the role of podcasts as a communications vehicle have changed since he joined the...

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Why Global Insurers Are Leaning Into Risk from 2021-04-27T11:37:43

Goldman Sachs Asset Management’s annual insurance survey finds that insurers plan to increase the overall risk in their investment portfolios.

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Markets Update: Emerging Markets’ Next Phase from 2021-04-23T13:44:54

Jennifer Roth of Global Markets discusses how emerging markets are faring during a continuing pandemic and a nascent economic recovery.

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The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates from 2021-04-20T11:57:45

In the wake of a court ruling backing same-sex marriages in Japan, Goldman Sachs’ Hiroki Inaba, Masakazu Yanagisawa and Akoko Koda discuss the evolution of gay rights in Japan and companies’ effort...

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What’s Ahead for the U.S. Dollar? from 2021-04-16T12:07:54

Zach Pandl, co-head of foreign exchange strategy for Goldman Sachs Research, explains why he’s still long-term bearish on the greenback.

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Whenever, Wherever: Seamless Commerce is the Future of Retail from 2021-04-13T17:52:01

Jennifer Davis and Vishaal Rana of the Investment Banking Division discuss the fate of brick-and-mortar retail locations and why the seamless omnichannel experience is the future of consumer retail.

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What’s Behind the Record Level of Equity Issuance? from 2021-04-09T14:55:49

Goldman Sachs’ Benny Adler, co-head of the Americas Franchise Trading team, explains the supply-and-demand dynamics behind the “unprecedented’ amount of equity issuance.

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Top of Mind: Reflation Risk from 2021-04-08T20:10

With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier...

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Outlook for Equity Markets from 2021-04-06T20:29:49

With valuations and rising interest rates, Goldman Sachs' Brett Nelson, head of tactical asset allocation for the Investment Strategy Group, discusses the outlook for U.S. equity markets.

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A Guide to Bubbles and Why We Are Not in One from 2021-03-30T14:51:37

A new report from Goldman Sachs Global Investment Research examines the history of financial bubbles and the qualifications for what defines one. Peter Oppenheimer, chief global equity strategist, ...

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How Supply-Chain Disruptions Are Impacting Inflation from 2021-03-26T15:00:55

As supply-chain disruptions cause delays and higher prices, Global Investment Research’s Joseph Briggs explains the impact on inflation and the rates market.

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Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors from 2021-03-23T19:20:08

In this special episode, four leaders across Goldman Sachs—Alec Phillips of Goldman Sachs Research, Amelia Garnett of Global Markets, Susie Scher of the Investment Banking Division, and Ashish Shah...

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The State of U.S. Corporate Pensions from 2021-03-19T17:05:30

Rising interest rates in 2021 have bolstered the funding status of corporate defined pension plans to their highest levels in years. Goldman Sachs Asset Management’s Mike Moran explains how pension...

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The Case for Investing in Black Women from 2021-03-16T21:28

In this episode, Gizelle George-Joseph of Goldman Sachs Research discusses the staggering gaps Black women face across a range of economic measures—including wealth, earnings, and access to healthc...

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Higher Rates Unlikely to Derail the US Housing Market Strength from 2021-03-12T13:55:29

Marty Young of Goldman Sachs Research discusses his team’s new report on the US housing market, one of the most rate-sensitive sectors of the US economy, and why he expects house price appreciation...

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How Hedge Funds are Navigating a Volatile Market from 2021-03-09T18:30:33

Diana Dieckman and Freddie Parker of Prime Service within Goldman Sachs’ Global Markets Division talk about the state of the hedge fund industry and the current sentiment among fund managers and al...

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Markets Update: Cryptocurrency Trading from 2021-03-05T14:34:12

Mathew McDermott, head of Digital Assets for Goldman Sachs’ Global Markets Division, discusses the cryptocurrency trading environment for institutional investors.

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The Short and Long of Recent Volatility from 2021-03-03T14:00

The volatile start to 2021—with some heavily-shorted stocks unexpectedly skyrocketing in late January—seemed to have subsided. But with some of these stocks again on the rise, we ask what factors c...

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How Healthcare CIOs Are Investing Capital Through a Public Health Crisis from 2021-03-02T13:58:39

Paget MacColl, co-head of the Americas Institutional Client Business within Goldman Sachs Asset Management, shares takeaways from GSAM’s annual healthcare diagnostic, which surveys CIOs of nonprofi...

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How Small Businesses Are Faring Entering Year Two of the Pandemic from 2021-02-26T11:00

To start the episode, Joe Wall of Goldman Sachs’ Office of Government Affairs gives an overview of survey results from nearly 1,300 Goldman Sachs Small Businesses participants who answered question...

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Digital Transformation and the Future of Software from 2021-02-23T14:01:27

Kash Rangan, lead software analyst for Goldman Sachs Research, talks about how the pandemic has accelerated investment in the software sector and the key opportunities that lie ahead.

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Markets Update: Inflation and Equities from 2021-02-19T13:54:44

Peter Oppenheimer, Goldman Sachs’ chief global equity strategist and head of Macro Research in Europe, talks about why the changing mix of policy support in this cycle suggests a possible inflectio...

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Big, Bold, Strategic Moves: The 2021 M&A Outlook from 2021-02-16T20:48:49

Stephan Feldgoise and Mark Sorrell, co-heads of global mergers&acquisitions in Goldman Sachs’ Investment Banking Division, discuss the key drivers behind historic levels of M&A activity, their posi...

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The Outlook for Airlines in 2021 from 2021-02-12T14:10:11

Catie O’Brien of Goldman Sachs Research talks about her outlook for the airline industry in 2021 and why her team is forecasting an uptick in demand in the second half of the year.

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Markets Update: The Rise of Retail Investing from 2021-02-05T14:37:11

Joe Duran, head of Personal Financial Management, a Goldman Sachs company, discusses the rise in retail investing and what it means for individual investors’ portfolio strategies.

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Special Episode: The Rise of Retail Investing and Its Impact Across Market Participants from 2021-02-04T20:03:17

In this special episode, four leaders across Goldman Sachs—Raj Mahajan of the Global Markets Division, John Marshall of Goldman Sachs Research, Lizzie Reed of the Investment Banking Division, and G...

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The IPO SPAC-Tacle from 2021-02-02T13:45:59

With the strength of the IPO market and the surge in IPOs via SPACs continuing into 2021, host Allison Nathan, creator and editor of the firm’s Top of Mind report, asks experts whether or not these...

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Markets Update: January’s Record Inflows and Retail Trading Boom from 2021-01-29T13:17:24

Scott Rubner of Goldman Sachs' Global Markets Division recaps historic inflows into global equities in January and talks about the ongoing retail trading phenomenon and what it means for markets.

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France’s Economic Environment for 2021 from 2021-01-26T18:57:12

Pierre Hudry, head of Goldman Sachs' Paris office, talks about the landscape in France for both small businesses and large corporations as the economy recovers from the pandemic.

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Goldman Sachs CFO Stephen Scherr on 2020 and How the Firm is Tracking Against Its Goals from 2021-01-22T18:57

One 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 “y...

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Policy Outlook for the Year Ahead from 2021-01-20T14:18

Alec Phillips, chief political economist for Goldman Sachs Research, talks about the policy outlook for the year ahead.

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Markets Update: Emerging Markets in 2021 from 2021-01-15T14:29:27

Jennifer Roth of Goldman Sachs' Global Markets Division gives a quick update on why investors have been turning to emerging markets amid the global backdrop of low interest rates.

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Companies Continue to Turn to SPACs for Greater Flexibility from 2021-01-12T16:21:56

Olympia McNerney of Goldman Sachs’ Investment Banking Division talks about the continued momentum behind SPACs as an alternative path for companies to raise money in the public markets.

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Markets Update: 2021 Global Growth Outlook from 2021-01-08T21:11:46

As part of a client call hosted on January 8th, Jan Hatzius, Goldman Sachs’ chief economist, talks about why his team continues to forecast above-consensus growth for 2021, despite the weak US jobs...

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What’s Included in the $900 Billion US Stimulus Package? from 2020-12-21T21:08:08

Joe Wall of Goldman Sachs’ Office of Government Affairs explains what’s included -- and what’s not – in the US’ second stimulus package of 2020. Wall also talks about other policy priorities that i...

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Markets Update: Financial Services Outlook from 2020-12-18T13:00

Richard Ramsden, business unit leader of the Financials Group for Goldman Sachs Research, provides an update on the financial services industry and the market backdrop going into 2021.

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The Outlook for a Commodities Bull Market in 2021 from 2020-12-15T21:58:57

Jeff Currie, head of Commodities Research for Goldman Sachs Research, talks about why his team is bullish on commodities for 2021.

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Markets Update: Looking Back on 2020’s Roller Coaster Ride from 2020-12-11T12:00

Drew Pavlovich of Goldman Sachs’ Consumer and Wealth Division recaps a historic year in financial markets and talks about how clients are positioning their portfolios going into 2021.

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Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs from 2020-12-08T14:26:22

Gregg 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.

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Markets Update: What Investors Are Watching Going into Year-End from 2020-12-04T14:46

Moran Forman of Goldman Sachs’ Global Markets Division gives her take on how institutional investors are viewing market pricing and volatility going into the last few weeks of the year.

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November Wrap: Record Inflows into Global Equities from 2020-12-01T13:45:17

Scott Rubner of Goldman Sachs' Global Markets Division breaks down the record-setting November in equity markets and talks about investor sentiment going into year-end.

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Asia-Pacific Economic Outlook for 2021 from 2020-11-24T19:43:26

Andrew Tilton, chief Asia-Pacific economist for Goldman Sachs Research, talks about his team’s economic outlook for Asia-Pacific in 2021, and why they’re forecasting above-consensus growth. “We’re ...

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Markets Update: The Bull Run in 2021 from 2020-11-20T16:01:01

Goldman Sachs Research remains confident about the global recovery in 2021, says Peter Oppenheimer, the firm’s chief global equity strategist. “We are optimistic for equity markets, risk assets and...

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Germany’s Economic Recovery from 2020-11-17T14:09:51

Wolfgang Fink, CEO of Germany and Austria for Goldman Sachs, talks about why Germany’s economy has weathered the pandemic better than that of many of its European neighbors and what’s ahead on the ...

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Markets Update: A Biden Presidency, a Possible Vaccine and the Future of the S&P from 2020-11-13T16:04:38

David Kostin, Goldman Sachs Research’s Chief U.S. Equity Strategist, looks back at an events-heavy week and what it means for markets in the days ahead.

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Vaccine Progress and What’s Next from 2020-11-12T17:47:45

Salveen Richter, lead analyst for the US Biotechnology sector in Goldman Sachs Research, talks about Pfizer’s clinical-trial results for its COVID-19 vaccine and the obstacles that still lie ahead ...

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Client Call: Macro Outlook 2021 from 2020-11-09T22:16:53

Jan Hatzius, Chief Economist for Goldman Sachs, and Alec Phillips, Chief Political Economist, discuss the outlook for economic recovery and the impact of the US election on global growth in 2021. T...

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Markets Update: Investors Feel “Relief” As Clarity Begins to Form Around US Election from 2020-11-06T19:43:58

Ashok Varadhan, global co-head of Goldman Sachs’ Global Markets Division, on how markets have moved in response to the US election and what investors expect in terms of economic recovery and policy...

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Markets Update: Investors Anticipate Next Week’s US Election from 2020-10-30T11:17

Amelia Garnett of Goldman Sachs' Global Markets Division talks about the key conversations she's having with investors ahead of the November 3rd election.

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How Entrepreneurs are Leading Their Companies Through an Unexpected Year from 2020-10-27T13:41:57

From the 2020 virtual Builders + Innovators Summit, Goldman Sachs' Kim Posnett speaks with two founders -- Irving Fain of Bowery Farming and Sheila Gujrathi of Gossamer Bio -- about their experienc...

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Markets Update: Election Outlook from 2020-10-22T18:00

Alec Phillips, chief US political economist for Goldman Sachs Research, provides an update on investors’ expectations for the upcoming election on November 3rd.

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An Update on the LIBOR Transition and Why It Matters for Wall Street and Main Street from 2020-10-20T10:24:03

Jason Granet, head of the firm’s LIBOR transition effort, gives an update on the timing and impact of the industry-wide transition away from the London Inter-bank Offered Rate (LIBOR).

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Markets Update: Taking Stock of Year-to-Date Performance from 2020-10-16T17:24:27

Tony Pasquariello of Goldman Sachs' Global Markets Division gives an update on US equity performance and why 2020 has driven so much trading activity.

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The State of Small Businesses in the U.K. from 2020-10-15T14:08:31

Charlotte Keenan, head of the Office of Corporate Engagement’s international responsibilities, talks about how small businesses in the U.K. are pivoting and persevering through the pandemic.

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Markets Update: Investor Sentiment Tilts Marginally Bullish and Pro-Cyclical from 2020-10-09T10:00

Jason Mathews of Goldman Sachs’ Global Markets Division explains what the futures market indicates about investors’ outlook for the election and another round of U.S. fiscal stimulus.

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Retirement Plans’ Rocky 2020…and Where Investors Go from Here from 2020-10-06T12:38:05

Mike Moran, senior pension strategist for Goldman Sachs Asset Management, discusses how COVID-19 and the resulting market volatility have impacted defined benefit pension plans and participants in ...

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Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy from 2020-10-02T10:00

Back in February, Erin Riley of Goldman Sachs’ Markets Coverage Group was our first podcast guest to discuss the coronavirus and its implications for markets. In this episode, she’s back on the sho...

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Innovation in the Industrials Sector from 2020-09-29T16:09:09

Matt McClure, co-head of the Global Industrials Group in Goldman Sachs' Investment Banking Division, discusses the high volume and velocity of deal activity in the sector since March.

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The Battle for Our Screens, Part 4: The Moving Pieces of Tech Policy from 2020-09-28T20:13:07

As the pandemic has increased our reliance on digital platforms and services, debate around tech regulation has come into the spotlight, from antitrust enforcement to consumer privacy protection to...

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Markets Update: How Emerging-Market Economies are Navigating a Recovery from 2020-09-25T19:42:02

Jennifer Roth of Goldman Sachs’ Global Markets Division talks about how emerging-market economies are trying to steer their way toward a recovery, and how investors are responding to those efforts.

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The Battle for Our Screens, Part 3: Social Media in the Social Distancing Age from 2020-09-22T12:40

As lockdown measures turned our real lives digital, we’ve looked to social media to connect with the outside world. This has only accelerated trends within the industry, like the increasing appetit...

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The Battle for Our Screens, Part 2: The Future of Work from 2020-09-22T12:35

The pandemic began a massive, unexpected work-from-home experiment. That has led companies to rely on technology in new ways to keep their employees connected, productive, and happy. Heather Bell...

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The Battle for Our Screens, Part 1: The Race to Entertain Us from 2020-09-22T12:30

Staying at home has resulted in sharp increases in streaming-video consumption, as well as entertainment companies moving some of their big releases from movie theaters to on-demand video. This has...

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Markets Update: September Turbulence from 2020-09-18T11:00

Tony Pasquariello of Goldman Sachs' Global Markets Division explains how and why major stock market indices have backtracked somewhat from record highs in August, and what it all means for the forw...

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Pandemic Perspectives: Insights from Our First Virtual Intern Class from 2020-09-15T16:23:36

Three interns from Goldman Sachs' first virtual intern class share their perspectives with Bentley de Beyer, global head of Human Capital Management.

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Markets Update: European Leveraged Capital Markets from 2020-09-11T19:00:13

Dominic Ashcroft and Luke Gillam, co-heads of EMEA Leveraged Capital Markets in Goldman Sachs’ Investment Banking Division, talk about the “cautiously optimistic” sentiment among corporate clients.

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Exploring the Founder Journey with Launch With GS CEOs from 2020-09-09T15:18:11

Goldman Sachs’ Chief Strategy Officer Stephanie Cohen talks with three "Launch with GS" CEOs about their founder journeys and lessons learned while leading through times of crisis. The founders, wh...

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Markets Update: Subdued Mood as S&P 500 Hits Record Highs from 2020-08-21T11:00

Michael Cassell of Goldman Sachs' Global Markets Division talks about the cautious optimism with which investors are viewing the current equity market rally.

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The Latest Outlook for U.S. Equities from 2020-08-19T14:26:12

David Kostin, Goldman Sachs' chief U.S. equity strategist, shares Goldman Sachs Research's latest forecasts for the S&P 500.

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Markets Update: U.S. Election in Focus from 2020-08-14T18:55:01

Tony Pasquariello of Goldman Sachs' Global Markets Division and Joe Wall of the Office of Government Affairs discuss how investors are viewing the upcoming U.S. election in November.

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Why Diversity Drives Better Investment Performance from 2020-08-11T14:40:22

Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management, talks about why diversity gives investing teams a competitive edge.

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Markets Update: SPACs from 2020-08-07T17:54:47

Olympia McNerney of Goldman Sachs talks about what’s been driving the surge in SPACs as an alternative avenue for companies to raise money in the public markets.

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How Companies Are Meeting Their Financing Needs from 2020-08-04T20:29:42

Susie Scher, co-head of the Global Financing Group in Goldman Sachs' Investment Banking Division, talks about how companies are meeting their financing needs in this environment and the broader sen...

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Markets Update: Balanced Bear Repair from 2020-07-31T12:15:20

Christian Mueller-Glissmann of Goldman Sachs Research discusses his new research about asset allocation with the risk of ‘fat and flat’ markets.

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How Automated Robots are Supporting the Surge in E-commerce from 2020-07-28T17:13:29

In this episode of our Venture Capital Horizon series with Heath Terry of Goldman Sachs Research, we dive into the future of e-commerce and the adoption of robotics in everything from manufacturing...

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Markets Update: Europe’s Fiscal Stimulus from 2020-07-24T16:13:19

Jose Manuel Barroso, chairman of Goldman Sachs International, provides an update on Europe’s latest fiscal stimulus package.

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Where CIOs are Allocating Capital, According to GSAM’s 2020 Insurance Report from 2020-07-21T13:42:59

Mike Siegel of Goldman Sachs Asset Management summarizes key investment trends from GSAM’s 2020 Insurance Report.

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Markets Update: A “Gritty” Second Quarter from 2020-07-17T13:00

Jim Esposito, global co-head of Goldman Sachs’ Global Markets Division, recaps a “gritty” second quarter, the importance of technological resilience, and the ongoing commitment to client centricity.

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Sustainable ESG Investing: Turning Promises into Performance from 2020-07-14T15:31:21

Steve Strongin, a senior advisor at Goldman Sachs, discusses the future of ESG investing, based on a new Goldman Sachs Research report, Sustainable ESG Investing: Turning Promises into Performance.

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Markets Update: "Investor Sobriety" Carries into Q3 from 2020-07-10T11:49:59

Tony Pasquariello of Goldman Sachs' Global Markets Division recaps the historic market rally of the second quarter and talks about how institutional investors are viewing Q3 and the remainder of 2020.

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U.S. Dollar Weakness from 2020-07-07T16:38:59

Zach Pandl of Goldman Sachs Research explains the factors driving U.S. dollar weakness.

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Markets Update: Banks’ Stress Tests from 2020-07-02T12:08:08

Richard Ramsden of Goldman Sachs Research explains what the results from U.S. banks’ latest stress tests say about the health of the industry.

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What’s Driving Growth in Alternative Asset Classes? from 2020-06-30T14:28:41

Kristin Olson, global head of the Alternative Capital Markets Group in Goldman Sachs' Consumer and Investment Management Division, explains where investors are finding value in alternative asset cl...

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Markets Update: Will the Recovery Be Derailed? from 2020-06-26T13:01

Amelia Garnett of Goldman Sachs' Global Markets Division provides an update on how institutional investors are weighing market risks, from an uptick in COVID-19 cases to the U.S. election.

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How COVID-19 is Impacting Companies’ M&A Strategies from 2020-06-23T16:52:06

Tim Ingrassia, co-chairman of Global Mergers&Acquisitions for Goldman Sachs Investment Banking, provides an update on the recent M&A slowdown. “I fully expect M&A to normalize and recover because a...

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Markets Update: The Rise of the Retail Investor from 2020-06-18T23:24:36

In this episode, Philip Berlinski, COO of Global Equities, provides an update on equity markets, from the growth in day trading to the role of active management in the COVID-19 crisis to the impact...

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Upending an Industry: How Digital Banking Will Simplify Corporates’ Financial Needs from 2020-06-16T15:13:36

In this episode, Hari Moorthy, head of Transaction Banking for Goldman Sachs, talks about innovations in banking technology for corporations and what it’s been like to build the first-ever digital-...

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Markets Update: Constructive Conditions for Equity Issuers and Investors from 2020-06-12T13:32

Lizzie Reed of Goldman Sachs’ Investment Banking Division gives an update on what’s been driving investor interest in equity markets.

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To Everyone Who’s Asked, ‘How’s It Going?’ from 2020-06-05T16:38:58

Fred Baba, a managing director in Goldman Sachs' Global Markets Division, reflects on a raw and honest email he wrote this week about his experience with racism and discrimination as a black man in...

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The Great Reset: A Framework for Investing After COVID-19 from 2020-06-02T14:40:38

Steve Strongin, a senior advisor for Goldman Sachs, discusses a new framework for investing after COVID-19.

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Markets Update: Investors Assess U.S.-China Risks from 2020-05-29T14:43:06

Michael Cassell of Global Markets gives a quick update on how investors are approaching market risks, from U.S.-China tensions to ongoing COVID-19 uncertainty.

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The Future of Sustainable Nuclear Energy from 2020-05-27T16:54

Heath Terry of Goldman Sachs Research explores clean energy and the advances in nuclear power technology as part of his team’s Venture Capital Horizon series.

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Markets Update: Investor Sentiment Improves as Lockdowns Lift from 2020-05-22T16:26:54

Tony Pasquariello, global head of hedge fund coverage for Goldman Sachs’ Global Markets Division, provides an update on how investors are reacting to the gradual re-opening of the U.S. economy, his...

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The State of Goldman Sachs’ Small-Business Lending from 2020-05-19T15:45:12

Goldman 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...

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Markets Update: How ESG is Changing from 2020-05-15T20:57

In this episode, leveraging a client call from Goldman Sachs Investment Banking, leaders from across the financial services industry discuss the pandemic’s impact on the ESG landscape, including ho...

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How Are Small Businesses Surviving? from 2020-05-13T00:00

Asahi Pompey, global head of Corporate Engagement and president of the Goldman Sachs Foundation, interviews three graduates of the Goldman Sachs 10,000 Small Businesses program to talk about their ...

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Markets Update: Latin America from 2020-05-08T13:48:32

Jen Roth of Goldman Sachs' Global Markets Division provides an update on how COVID-19 is impacting investor sentiment in emerging markets.

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Client Call: How Retailers Will Re-Open from 2020-05-06T20:26:12

In a recent client call held by Goldman Sachs Research, Brian Dodge, President of the Retail Industry Leaders Association, discusses how retailers will re-open. Dodge is joined by Goldman Sachs Res...

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Markets Update: Central Bank Responses from 2020-05-02T02:12:53

Alex Blanchard of Goldman Sachs’ Global Markets Division shares an update on how global central banks are responding to liquidity concerns.

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Client Call: CFO Perspectives from 2020-04-29T17:16:40

Goldman Sachs CFO Stephen Scherr and other senior leaders across the firm discuss topics that are top of mind for CFOs in the current environment, from financing markets and liquidity concerns, to ...

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Markets Update: Oil Prices Drop to Record Lows from 2020-04-24T13:13:36

Sarah Kiernan of Goldman Sachs’ Global Markets Division gives her quick take on the latest market volatility, including investors’ reactions to record-low oil prices.

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Client Call: Oil Update as Negative Prices Emerge from 2020-04-22T19:21:38

To share Goldman Sachs’ latest analysis on record price declines in oil markets, this episode leverages a client call, featuring Jeff Currie, Damien Courvalin and Brian Singer of Goldman Sachs Rese...

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How the Housing Sector Has Been Impacted by the Economic Slowdown from 2020-04-21T11:53:25

In this episode, Terry Hagerty, co-head of homebuilding&building products investment banking for Goldman Sachs, discusses how COVID-19 has impacted the outlook for housing and the broader building ...

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Markets Update: What Investors Are Watching from 2020-04-17T15:11:59

As volatility continues in the public markets, Meena Flynn of Goldman Sachs’ Consumer and Investment Management Division gives her analysis on the latest swings and explains how investors with perm...

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How Markets Have “Changed Forever” from 2020-04-16T15:30

Ashok Varadhan, global co-head of Goldman Sachs’ Global Markets Division, talks about how financial trading has adapted to a primarily remote workforce and also shares takeaways from the division’s...

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Markets Update: CEO David Solomon Shares His Perspectives on the Current Environment from 2020-04-09T23:27

Goldman Sachs Chairman and CEO David Solomon shares his views on the pandemic and the economic impact, alongside other of the firm’s senior leaders.

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COVID-19’s Impact on US Small Businesses from 2020-04-08T21:08:10

In this episode, Margaret Anadu, head of Goldman Sachs’ Urban Investment Group, talks about COVID-19’s impact on US small businesses and explains the firm’s recent announcement to commit $500 milli...

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Markets Update: Do Investors Think the S&P 500 Has Bottomed Out? from 2020-04-03T04:00

Anne Marie Darling of Goldman Sachs’ Global Markets Division analyzes the S&P 500 index’s historically fast fall into bear market territory and shares results of the April Marquee QuickPoll, a surv...

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Client Call: Market Volatility and Potential Economic Impacts from 2020-04-01T15:20:51

In an effort to provide timely and valuable updates regarding ongoing market volatility and potential economic impacts, we’re sharing a “Market Update” call hosted by our Investment Banking Divisio...

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Markets Update: Europe and COVID-19 from 2020-03-27T04:00

Andrew Wilson of Goldman Sachs Asset Management explains how volatility in U.S. financial markets from the COVID-19 outbreak is playing out across Europe as well. “European markets have been very m...

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Update on US Growth and Earnings Forecasts, and Expected Stimulus Programs from 2020-03-23T21:55:09

Goldman Sachs’ top economists and strategists discuss revised forecasts for the US economy and corporate earnings and the prospect offederal stimulus programs in the face of the COVID-19 outbreak.

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Markets Update: How COVID-19 Is and Isn't Like the '08 Financial Crisis from 2020-03-20T04:00

Joe Montesano, head of Americas Equity Trading for Goldman Sachs, analyzes how the coronavirus pandemic continues to add volatility to markets. Montesano also talks about parallels and differences ...

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Re-thinking How We Work During a Pandemic from 2020-03-17T21:08:50

Amid the uncertainty surrounding the coronavirus pandemic, Goldman Sachs’ global medical director Dr. Michael Rendel joins by phone to talk about what employees can do to stay healthy and productiv...

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Markets Update: The Fed's Recent Efforts to Increase Liquidity from 2020-03-13T20:52:59

Alex Blanchard of Goldman Sachs' Global Markets Division analyzes the Fed's recent decisions to increase liquidity amidst market volatility.

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After a Sharp Drop in Prices, What's Next for Oil? from 2020-03-10T21:35:21

Jeff Currie, global head of Commodities Research for Goldman Sachs, explains the latest on the price war in the oil market.

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Markets Update: March 6, 2020 from 2020-03-06T05:00

Amelia Garnett of Goldman Sachs' Global Markets Division provides a quick update on how investors are responding to ongoing volatility around coronavirus concerns.

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How Computational Biology is Transforming Drug R&D from 2020-03-03T11:00

The latest episode of Exchanges at Goldman Sachs premieres a new monthly feature: An examination of a topic at the center of conversations in the venture-capital community. This week, Goldman Sachs...

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Markets Update: Coronavirus from 2020-02-28T05:30

After a volatile week in markets, Erin Riley of Goldman Sachs’ Consumer and Investment Management Division talks about how coronavirus is weighing on investor sentiment.

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From “Fish Out of Water” to Wall Street Changemaker from 2020-02-25T07:00

Sean Legister, a vice president in the Global Markets Division, talks about overcoming imposter syndrome on the Goldman Sachs trading floor and what led him to start Breakfast Bites, a monthly fire...

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Markets Update: February 21, 2020 from 2020-02-21T06:00

Michael Cassell of our Global Markets Division shares the top numbers he's watching in markets right now.

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Global Market Shocks from the '87 Crash to Brexit: Lessons for Today from 2020-02-18T20:48:30

From the 2020 Global Macro Conference in Hong Kong, Steve Strongin and Jan Hatzius of Goldman Sachs Research sat down for a discussion all about connections: why economic cycles and market cycles a...

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Markets Update: February 14, 2020 from 2020-02-14T06:00

Jordan Meer of Goldman Sachs' Renewable Power Group gives his quick take on the five numbers he's watching in renewable energy markets.

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Why Investing in the Longest Bull Market in History is Still a Smart Move from 2020-02-11T17:10:18

Sharmin Mossavar-Rahmani, chief investment officer of Goldman Sachs’ Private Wealth Management Division, summarizes her team's 2020 investment outlook and explains why she's telling clients to stay...

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After Brexit, What’s Next for Business in Europe? from 2020-02-07T15:42:58

Denis Coleman, co-head of Goldman Sachs' Global Financing Group in the Investment Banking Division, joins host Jake Siewert to talk about the business and financing environment in Europe.

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Markets Update: February 7, 2020 from 2020-02-07T06:00

Sarah Kiernan of Goldman Sachs' Global Markets Division gives her quick take on the five numbers she's watching in markets.

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Goldman Sachs CFO Stephen Scherr Recaps the Firm’s First-Ever Investor Day from 2020-01-31T16:34:27

This 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 tr...

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What’s Next for the Airline Industry? from 2020-01-17T15:05:38

Scott Rubner of Goldman Sachs Global Markets talks through the five numbers he’s watching in markets, from $671 billion of money market inflows to the 32% “January effect.” Then, Catie O’Brien, als...

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How are “Carbonomics” Reshaping the Energy Industry? from 2020-01-10T16:40:15

To start the episode, Goldman Sachs' Oscar Ostlund talks through the five numbers he’s watching in markets, from China’s debt-to-GDP ratio to the Euro-USD exchange rate. Then, Michele Della Vigna o...

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What’s the Outlook for the US Stock Market in 2020? from 2020-01-06T20:55:59

David Kostin, chief US equity strategist for Goldman Sachs Research, discusses his team's forecasts for US stocks in the year ahead. But before that, Tony Pasquariello, global head of hedge fund co...

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Is Sustainable Finance the Next Big Commercial Opportunity? from 2019-12-15T17:00

In this episode, John Goldstein, head of Goldman Sachs’ Sustainable Finance Group, talks about the firm’s recent sustainability announcement to invest or finance $750 billion of capital over the ne...

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What’s Ahead for Europe’s Economy in 2020? from 2019-12-09T16:38:35

In this episode, Jake Siewert sits down with Jari Stehn of Goldman Sachs Research to discuss his team’s outlook for Europe’s economy in 2020. “We think 2020 is going to be a better year for Europe ...

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How Are Healthcare CEOs Steering Through Uncertainty? from 2019-11-18T19:36:18

Healthcare CEOs in the US are “trying to set course in an otherwise unpredictable, highly uncertain world,” according to this episode’s guest, Marshall Smith, global head of Goldman Sachs’ healthca...

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Why Startups Shouldn’t All Be Pitched As ‘Tech Companies’ from 2019-10-30T20:00

The latest episode of Exchanges at Goldman Sachs was recorded at the firm’s recent 2019 Builders + Innovators Summit, which convened nearly one hundred entrepreneurs from various industries to shar...

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What’s Next for Direct Listings and IPOs? from 2019-10-11T16:02:46

What’s all the buzz around direct listings? How are companies weighing IPOs vs. alternatives to raising capital in the public markets? Those questions were the focus of a recent panel at the Goldma...

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What’s on David Solomon’s Mind as He Enters Year Two as CEO? from 2019-10-01T11:00

In this episode, David Solomon reflects on his first year as Goldman Sachs CEO: “I've been very focused on making sure that our client focus is at the center of everything we do, and that we really...

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How Can Cities Adapt to Climate Change? from 2019-09-25T14:00:31

Adapting to a warmer world could drive one of the largest infrastructure build-outs in history, according to a new report from Goldman Sachs’ Global Markets Institute, titled Taking the heat: makin...

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What’s It Really Like to Be a Goldman Sachs Intern? from 2019-09-19T18:44:04

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-...

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Why Does Goldman Sachs President and COO John Waldron View Himself as COO First and President Second? from 2019-09-13T16:36

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 ...

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What Can Wall Street and Silicon Valley Learn From Each Other? from 2019-09-03T17:25:26

Technology is changing the structure of the financial industry, says Marty Chavez, global co-head of the Goldman Sachs Securities Division. In this episode, he discusses how the industry is reshapi...

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Top of Mind: Dissecting the Market Disconnect from 2019-08-22T14:23:19

For this special episode of Exchanges, we’re running our newest podcast, Top of Mind at Goldman Sachs. Hosted by Allison Nathan, a senior strategist in Goldman Sachs Research, Top of Mind examines ...

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Ride Hailing, Electric Scooters, Even Flying Cars – What’s Next for the Mobility Market? from 2019-07-25T19:56:38

The next 10 years of mobility will bring more change in the way that people and products move than any decade since the invention of the automobile, Goldman Sachs Research’s Heath Terry explains in...

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Where Are Retailers Looking For Growth? from 2019-07-03T17:10

In this episode, Jennifer Davis, head of retail investment banking for Goldman Sachs, explains how retailers are expanding their growth strategies against a backdrop of continued e-commerce growth ...

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Does Human Behavior Move the Markets? from 2019-06-26T20:45:23

Although financial markets tend to be explained largely in quantitative terms, human behavior still plays a major role in driving price action, says Sheba Jafari, head of technical analysis for Gol...

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What is Alternative Risk Premia and Why are Investors Excited About It? from 2019-06-10T21:25

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, H...

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Is Womenomics Working? from 2019-05-30T20:50

When Kathy Matsui first published research on "Womenomics," exploring the economic outcomes of women in the workforce, Japan had one of the lowest female participation rates in the developed world....

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What's the Business Case for Investing in America's Low-Income Communities? from 2019-05-22T20:50

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 S...

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Why Do Smaller Companies Receive Higher Valuations for New Initiatives? from 2019-05-09T20:50

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 eq...

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What's Keeping Insurers Up at Night? from 2019-05-06T20:50

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 co...

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Why Are Savings Rates Back in Focus in the UK? from 2019-04-30T20:50

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 M...

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What's the Role of Private Capital Markets in Europe? from 2019-04-23T20:50

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 need...

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What's Next For Emerging Markets? from 2019-04-11T20:30

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 l...

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How is Tech Reshaping the City Skyline? from 2019-04-01T19:45

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 drivi...

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Why ESG is Becoming a 'Business Imperative' for Asset Managers from 2019-03-25T19:10

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...

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With Brexit Uncertainty and Sluggish Growth, Where Are European Investors Seeking Value? from 2019-03-18T19:10

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 a...

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What Can Credit Markets Tell Us About the Chances of a US Recession? from 2019-03-11T20:00

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 thre...

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France in Focus: CEOs Playing Offense and Defense from 2019-02-25T17:20

In France, Goldman Sachs Investment Banking clients are focused on key three risk factors, according to Goldman Sachs' Pierre Hudry: geopolitical outlook, market stability and rising shareholder ac...

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Tech in Europe: Innovating Amidst Constraints from 2019-02-19T20:10

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 ...

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China's 'Bumpy Deceleration' from 2019-02-11T23:00

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. ...

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The Scene from China: VC and Tech Reach New Scale from 2019-02-04T21:35

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 p...

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Commodities Outlook: Return of the New Oil Order from 2019-01-22T22:00

Making a comeback alongside higher spot prices this year will be the rapid growth in US shale, says Jeff Currie, with new pipeline capacity unlocking supply from the Permian Basin and re-anchoring ...

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Tech Talk 2019 from 2019-01-11T21:40

"Startups right now are all using technology in different ways to drive growth, to drive expansion internationally...to continue to innovate their products..." says Kim Posnett of Goldman Sachs Inv...

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Founders' Spotlight: What It's Really Like to Start and Scale a Business from 2018-12-20T19:30

"[As a founder] there is no stopping. The commitment is bottomless in a way that I've never had before...and so it requires a level of emotional resilience and balance that is not the easiest thing...

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From Pharmaceuticals to Medical Devices: What to Watch in China's Healthcare Sector from 2018-11-27T19:30

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...

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Closing the Gender Gaps: Advancing Women in Corporate America from 2018-11-12T21:00

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 corpor...

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LIBOR's Long Goodbye from 2018-10-29T22:00

This episode is all about the London Interbank Offered Rate, or LIBOR as it's commonly called. Beth Hammack, Goldman Sachs' global treasurer, and Jason Granet, head of the firm's LIBOR transition e...

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Talent and Technology: What's Driving Poland's Growth from 2018-10-15T18:25

Poland is sometimes overshadowed by its European neighbors, but it's an important player within the region, according to Goldman Sachs' Artur Tomala and Brent Watson. In this episode, Tomala and Wa...

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Europe's Energy Evolution from 2018-10-01T21:10

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 sta...

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Finding Value in Today's Investing Climate, from Emerging Markets to ESG from 2018-09-17T20:40

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...

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From Corporate Simplification to Recovering Growth: Europe's Business Environment from 2018-09-10T16:00

Europe's business environment is in focus as companies simplify their corporate structure, global trade tensions continue and the tech industry faces increased scrutiny. Marc Nachmann, co-head of t...

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"Scale, Sophistication and Global Relevance" -- Asia's Private Equity Market from 2018-08-23T17:45

"The scale of deals we're seeing [in Asia] is something we've never seen before," says Alison Mass of the Goldman Sachs Investment Banking Division. While Mass has been traveling to Asia for more t...

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Growth, Politics and Shareholder Activism: European Equities in Focus from 2018-08-17T14:50

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, Sha...

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Why Technology is Not a Bubble from 2018-08-07T14:50

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 st...

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Hallo Tech: Germany Adapts to the Digital Age from 2018-08-03T18:40

Germany is in focus in Europe and around the globe as its historically strong economy undergoes a transformation adapting to the digital age. As part of our closer look at emerging economic and mar...

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Getting Clarity on Personal Finance's Mobile Shift from 2018-07-20T17:55

From the financial problems facing Americans to how psychology explains people's saving and spending habits, this episode is all about money. Entrepreneur Adam Dell, founder of Clarity Money, a per...

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Beneath Trade Clouds, China's Transition Opens Opportunities from 2018-07-09T22:45

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...

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Why Healthcare is (Finally) Chasing Consumers from 2018-06-21T19:45

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...

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What Happened to the American Pension? from 2018-06-11T15:00

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, corpo...

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At the Movies: Battling Box-Office Blues in an Age of Streaming from 2018-05-24T22:00

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 B...

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Beyond VR and AR: Extended Reality to Transform Our Lives as Consumers from 2018-05-21T19:45

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 $1...

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eSports: The New Global Pastime from 2018-05-08T17:00

eSports - professional video gaming - has over 350 million viewers worldwide. In this episode, Ryan Nolan, global head of digital gaming in Goldman Sachs' Investment Banking Division, and his colle...

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Oil Investing Enters "The Age of Restraint" from 2018-04-27T22:30

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,...

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Is Bitcoin a (Bursting) Bubble? from 2018-04-19T19:20

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 f...

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From Mobile Wallets to Blockchain: How Fintech is Growing Up from 2018-04-05T21:50

The fintech sector has been evolving rapidly as new startups emerge and large financial institutions figure out how to adapt...or else get left behind. To understand where we are in the "three wave...

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In Their Own Words: 10,000 Small Businesses on Challenges to Growth from 2018-03-23T16:15

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 Aman...

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The Rate Stuff: What Markets Are Saying About the Macro Outlook from 2018-03-12T19:45

What are the markets telling us about expectations for the economy and monetary policy? We sat down with Francesco Garzarelli, co-chief markets economist of the Global Macro Research team, who say...

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How Podcasts Are Creating The "Second Golden Age of Audio" from 2018-02-23T23:25

The popularity of podcasts is surging, as millions of listeners turn to their smartphones each day for audio content ranging from quick news to immersive storytelling. So what makes a great podcas...

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(Un)Steady as She Goes: 2018 Investment Outlook from 2018-02-09T23:15

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 beari...

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"Once-in-a-Generation" Energy Shift...Plus Investment Banking Outlook for Latin America from 2018-02-02T17:45

"We are looking at a once-in-a-generation secular change in the way we produce power," says Gonzalo Garcia, co-head of the Global Natural Resources Group in Goldman Sachs' Investment Banking Divisi...

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President Trump, Year Two: What's Next on the Agenda? from 2018-01-25T22:20

Now over the hurdle of tax reform, the question becomes which political priorities the Trump Administration will tackle next. Alec Phillips, chief US political economist for Goldman Sachs Research,...

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Closer Than You Think: What the Future Looks Like to Venture Capital from 2018-01-08T23:45

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, le...

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In the Face of Brexit, Business as Usual in Europe... But For How Long? from 2017-12-20T22:15

The year's most notable elections in Europe produced largely market-friendly results, stability that has helped support the deal-making environment across the continent. Anthony Gutman, co-head of ...

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Tax Reform, Bitcoin and the Year Ahead for Financials from 2017-12-14T21:10

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 ...

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The "Pay-As-You-Go" Car and the Future of Mobility from 2017-12-06T16:00

Ride-hailing companies are poised for explosive growth over the next decade, according to Stefan Burgstaller, head of European industrials equity research. Their prominence may usher in the era of ...

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The Method in the Madness: Adam Lowry and Eric Ryan on Starting Up All Over Again from 2017-11-22T13:25

Eric Ryan and Adam Lowry were childhood friends who started a business together. Then it got crazy. They discuss building Method, the innovative homecare company, out of the dirtiest bachelor pad i...

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Building Brands, Creating Communities: Beautycounter and Zola from 2017-11-22T13:20

From the 2017 Goldman Sachs Builders + Innovators Summit: Shan-Lyn Ma, co-founder and CEO of online wedding destination Zola, and Gregg Renfrew, founder and CEO of skincare and cosmetics brand Beau...

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Three Views on Impact Investing from 2017-11-07T22:50

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 McGevera...

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The Bear Necessities from 2017-10-30T18:40

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 Resea...

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Goldman Sachs President Harvey Schwartz on Mentorship, Markets and More from 2017-10-19T23:35

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...

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A Conversation with Goldman Sachs President David Solomon from 2017-10-13T15:15

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...

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Flux, Friction and the Next Phase of Globalization from 2017-10-09T22:10

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 Internation...

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The Evolution of the Equities Market from 2017-09-25T22:00

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 invest...

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Europe Looks to Germany from 2017-09-18T22:30

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...

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The Store of the Future from 2017-08-22T16:40

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, s...

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Investing in Low-Carbon Asia from 2017-08-07T17:30

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 renewa...

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Why Health Care's Future Is All About Value from 2017-07-20T21:30

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...

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Music: Back in Black from 2017-06-30T20:15

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...

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Retail: Online, Offline, All the Time from 2017-06-16T22:25

The retail sector is at the epicenter of technological disruption and changing consumer behavior. But according to Goldman Sachs' Kathy Elsesser, global chair of the Healthcare Group and the Consum...

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Space: The Next Investment Frontier from 2017-05-22T20:30

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, ...

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The Metrics that Matter: A 'Mainstream' Approach to ESG from 2017-05-08T18:50

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 th...

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Post-Brexit Europe: A Period of Uncertainty and Opportunity from 2017-04-26T22:50

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 op...

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'Peak Momentum' and a New Phase for Asian Stocks from 2017-04-07T20:50

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 ret...

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Manufacturing in the Digital Age: A Balancing Act for Businesses from 2017-03-27T16:30

The manufacturing sector has long offered a window into the changing nature of work and the evolution of technology. Clare Scherrer, global co-head of the Industrials Group in Goldman Sachs' Invest...

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Rhetoric Meets Reality in Washington from 2017-03-10T17:15

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 Ph...

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Asia Adapts to a New Investing Climate from 2017-02-22T19:20

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 ...

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China, Trump and Asia's Shifting Trade Order from 2017-02-07T22:50

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 ...

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Half Full: The Case for Remaining Invested in US Equities from 2017-01-17T20:00

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 Wea...

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My Generation: What Your Birth Year Says about How You'll Spend from 2017-01-10T16:10

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 d...

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Artificial Intelligence: The Apex Technology of the Information Age from 2016-12-27T16:10

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 pro...

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Gary Cohn Says Goodbye to Goldman Sachs from 2016-12-12T23:00

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, Coh...

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After the Trump Trade: The Future of Financials from 2016-12-12T16:00

Investors have flocked to financials since Donald Trump's election in expectation of a steepening yield curve and regulatory reform boosting bank bottom lines. Richard Ramsden, business unit leader...

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Taxes, Trade and More in a Trump Presidency from 2016-11-17T20:35

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...

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Defining the Terms of Brexit from 2016-11-14T17:15

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 ...

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Building Brands to Help People Live Better: Outdoor Voices and Tata Harper from 2016-10-31T15:55

Tyler Haney, founder and CEO of activewear brand Outdoor Voices, and Tata Harper, founder and co-CEO of Tata Harper Skincare, are joined by Goldman Sachs' David Solomon to discuss entrepreneurship ...

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How Fintech Is Transforming Consumer Finance from 2016-10-13T13:00

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 ...

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The Evolution of the 'Long Good Buy' from 2016-09-27T21:00

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 strategis...

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Narrowing the Jobs Gap from 2016-09-12T16:30

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 Mark...

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The Changing Media Landscape: Disrupting Distribution from 2016-08-26T16:30

Technology companies are entering areas traditionally dominated by the media and telecom industries, forcing legacy players to adapt. Michael Ronen and Dave Dase of the Investment Banking Division ...

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Emission Control: The Expanding Low Carbon Economy from 2016-08-12T16:40

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 in...

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Brick and Mortal: Retail's Hard Lessons from E-Commerce from 2016-07-28T22:35

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 shift...

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Healthcare's Balance Between Science and Commerce from 2016-07-13T20:10

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 Alzhei...

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Brexit: After the Vote from 2016-06-28T19:30

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, di...

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The Big Deal about Big Data from 2016-06-16T15:05

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 deci...

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Bright Spots in Emerging Markets from 2016-06-03T20:30

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 Sach...

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Disruption in Deutschland from 2016-05-19T20:10

Export-heavy Germany is contending with a wave of disruptive changes that are altering the competitive landscape for both the country's largest corporations and its globally admired small and mediu...

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Whenever, Wherever: The New Model for Retail from 2016-05-04T22:35

Kathy Elsesser, global co-head of the Consumer Retail and Healthcare Group in the Investment Banking Division at Goldman Sachs discusses how the slowdown in deal-making in the first quarter of 2016...

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Niche No Longer: ESG Investing Goes Mainstream from 2016-04-21T22:55

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, investin...

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Mutant Mosquitoes, 'Peak Stuff' and the Shifting Currents of Innovation from 2016-04-06T21:50

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...

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Billion Dollar Babies: Virtual Reality and the Shift to Cloud from 2016-03-22T22:40

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 e...

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"Fat and Flat" and the Market Path from Here from 2016-03-10T23:00

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, t...

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The Markets vs. the Economy - Explaining the Disconnect from 2016-02-25T17:40

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 ...

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Market Viewpoints - Gary Cohn on China, Commodities and Tech IPOs from 2016-02-09T23:30

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 evolutio...

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The Digitization of Finance from 2016-01-20T17:35

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 a...

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Beyond the Fed Hike: The Business of Banking in 2016 from 2016-01-06T22:30

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 discuss...

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The Business Case for Climate Action from 2015-12-18T21:20

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...

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Charting the Course for a Stronger South Africa from 2015-11-25T17:00

Colin Coleman, head of the Investment Banking Division for Goldman Sachs in Sub-Saharan Africa, discusses South Africa's resilience amidst a challenging environment for emerging markets and steps i...

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Cord Cutting Goes Prime Time from 2015-11-20T01:30

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 Investmen...

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Start-Up Stories from the Builders + Innovators Summit from 2015-11-09T18:45

"There's never been a better time to start a business," says Philip Krim, co-founder and CEO of Casper. He joined Mariam Naficy, founder and CEO of Minted, and David Solomon, co-head of the Investm...

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China's Transition and the Outlook for Asia from 2015-10-20T13:40

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 marke...

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Cars 2025 - What Will Drive You? from 2015-10-12T12:50

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 ...

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Flat is the New Up from 2015-10-09T12:33

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 imp...

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Separating Signals from Noise - Perspectives on the Future of Investing from 2015-09-29T16:15

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 fo...

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Oil: Lower for Even Longer from 2015-09-17T21:00

Jeff Currie, global head of Commodities Research at Goldman Sachs, explains why prolonged oversupply and steady production out of the US and OPEC will continue to hold down oil prices, and the feed...

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Small Business in the Big Easy: Powering an Economic Revival from 2015-08-26T13:45

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 revita...

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Brittle Markets: The Risks from Falling Liquidity from 2015-08-19T21:30

Steve Strongin, head of the Global Investment Research (GIR) Division, and Charlie Himmelberg, GIR's co-head of Global Markets Research and global head of Credit and Mortgage Strategy Research, dis...

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The Future of Finance from 2015-07-30T21:00

Heath Terry and Ryan Nash, analysts in Global Investment Research at Goldman Sachs, explore how the twin forces of regulation and technology are opening the door for a new and expanding class of co...

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Global Equity Markets in Flux from 2015-07-09T16:45

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 ...

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The State of the Markets: Gary Cohn on Interest Rates, Liquidity and Risk Management from 2015-06-24T17:30

Gary Cohn, president and chief operating officer of Goldman Sachs, discusses key issues impacting the global economic landscape, including the anticipated rise in interest rates, market liquidity a...

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Mainframes and Back Again: Lessons from 25 Years in Technology from 2015-06-05T22:00

R. Martin Chavez, chief information officer of Goldman Sachs, discusses some of the game-changing trends in technology today -- including the shift to cloud, open source for enterprise, and big dat...

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A Conversation with Lloyd Blankfein from 2015-05-20T12:00

Lloyd Blankfein, chairman and CEO of Goldman Sachs, discusses a range of global economic issues -- including the United States' evolving policies on trade, energy and infrastructure, opportunities ...

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Planes, Brains and Automobiles: The Future of Innovation from 2015-05-05T21:00

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 Ma...

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The UK Macro Environment from 2015-04-23T20:30

Kevin Daly, senior European economist in Global Investment Research at Goldman Sachs, discusses factors influencing the growth outlook in the UK, including housing, wages and energy prices.This pod...

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Revitalizing Communities Through Impact Investing from 2015-04-15T17:00

Margaret Anadu, a managing director in the Urban Investment Group at Goldman Sachs, discusses impact investing and the firm's efforts to help rebuild communities in Newark and New York City.This po...

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Artificial Intelligence: The Next Wave of Disruption from 2015-04-01T17:50

George Lee, chief information officer for the Investment Banking Division at Goldman Sachs, discusses the disruptive potential of artificial intelligence.This podcast was recorded on March 4, 2015....

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The Long-term Potential of the Growth Markets from 2015-03-20T14:00

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 pod...

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The Future of the US-China Economic Relationship from 2015-03-05T20:00

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 wit...

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The Global Growth Landscape from 2015-02-17T16:00

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 v...

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The New Oil Order from 2015-01-08T17:45

Jeff Currie, global head of Commodities Research at Goldman Sachs, discusses the surge in US oil production, the changing role of OPEC and how lower oil prices are impacting the global economy.This...

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Macro Themes for Fixed Income Investors in 2015 from 2014-12-19T15:30

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,...

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A Revolution in Cancer Treatment from 2014-12-05T23:00

Jami Rubin, head of US healthcare research at Goldman Sachs, discusses how immuno-oncology is transforming the treatment of cancer.This podcast was recorded on November 25, 2014This podcast should ...

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A Revolution in Cancer Treatment from 2014-12-05T23:00

Jami Rubin, head of US healthcare research at Goldman Sachs, discusses how immuno-oncology is transforming the treatment of cancer.This podcast was recorded on November 25, 2014This podcast should ...

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A Revolution in Cancer Treatment from 2014-12-05T23:00

Jami Rubin, head of US healthcare research at Goldman Sachs, discusses how immuno-oncology is transforming the treatment of cancer.This podcast was recorded on November 25, 2014This podcast should ...

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Podcasts by Goldman Sachs Exchanges

All episodes

What the Fed’s Hawkish Pivot Means for Economic Growth and Markets from 2022-02-22T18:54:56

The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages from 2022-02-15T05:00

What’s Ahead for the Housing Market from 2022-02-08T05:00

Piloting Through: Why Investors Should Stay the Course from 2022-02-01T05:00

Is 2022 the Endemic Year? from 2022-01-27T18:47

As Rates Reprice and Stocks Sell Off, What’s Next? from 2022-01-24T20:04:37

Goldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy and What to Expect in 2022 from 2022-01-18T13:00

Understanding the Metaverse and Web 3.0 from 2022-01-11T05:00

What’s Next for M&A from 2022-01-04T05:00

Accelerating Transition: Market Tools for ESG from 2021-12-28T05:00

Investing in Climate Change 2.0 from 2021-12-21T05:00

Redefining the Retirement Landscape from 2021-12-14T16:45

Accelerating Transition: Public-Private Partnerships from 2021-12-10T16:49:30

What India’s Digital Transformation Means for Markets, Investors and Economic Growth from 2021-12-07T05:00

Accelerating Transition: Nature Based Solutions from 2021-12-02T20:08:45

What’s Ahead for Global Economies and Markets in 2022? from 2021-11-30T16:56:01

Accelerating Transition: Carbonomics from 2021-11-24T05:00

Inflation: Here Today, Gone Tomorrow? from 2021-11-23T05:00

Accelerating Transition from 2021-11-16T15:36:51

An Evolution in the Cybersecurity Landscape from 2021-11-10T16:35

Why Investors Are Shopping for Consumer Retail from 2021-11-02T04:00

Europe at a Crossroads from 2021-10-26T04:00

The Small Business Perspective: How Owners Are Dealing With Worker Shortages, Inflation and Supply Chain Delays from 2021-10-12T04:00

The Impact of Rising Natural Gas Prices from 2021-10-05T04:00

Why Hedge Funds Are Turning to the Private Markets from 2021-09-28T04:00

Is China Investable? from 2021-09-21T04:00

What’s Behind the Record-Breaking IPO Market? from 2021-09-14T04:00

Outlook for Global Growth: Less Synchronized, More Complicated from 2021-09-07T04:00

How Are Investors Navigating China’s Regulatory Uncertainty? from 2021-08-17T11:25

The Delta Variant: Implications for Vaccines, Booster Shots and Economic Growth from 2021-08-10T04:00

M&A Outlook: How Companies Are Positioning For Growth from 2021-08-03T13:07:45

Where Are Family Offices Seeking Higher Returns? from 2021-07-27T04:00

The Future of ‘Femtech’ from 2021-07-20T04:00

Race to Zero: How Companies Are Deploying Decarbonization Strategies from 2021-07-13T18:21:18

‘Bidenomics’: Evolution or Revolution? from 2021-07-06T14:07:47

The Global Chip Shortage: Impact, Outlook and Recovery from 2021-06-29T10:00

The European Recovery: Here to Stay? from 2021-06-22T11:25:25

From Crisis to Confidence: How Women Entrepreneurs Fared During the Pandemic from 2021-06-15T11:30:19

Industrials Influx: What’s Fueling Record Activity Levels? from 2021-06-08T16:03:58

Crypto: A New Asset Class? from 2021-06-01T11:16:19

What’s Ahead for Inflation? from 2021-05-25T11:14:05

Copper is the New Oil from 2021-05-18T10:33:58

Fostering Innovation Within Companies: An Inside Look at GS Accelerate from 2021-05-11T11:51:05

The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts from 2021-05-04T11:56:32

Why Global Insurers Are Leaning Into Risk from 2021-04-27T11:37:43

Markets Update: Emerging Markets’ Next Phase from 2021-04-23T13:44:54

The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates from 2021-04-20T11:57:45

What’s Ahead for the U.S. Dollar? from 2021-04-16T12:07:54

Whenever, Wherever: Seamless Commerce is the Future of Retail from 2021-04-13T17:52:01

What’s Behind the Record Level of Equity Issuance? from 2021-04-09T14:55:49

Top of Mind: Reflation Risk from 2021-04-08T20:10

Outlook for Equity Markets from 2021-04-06T20:29:49

A Guide to Bubbles and Why We Are Not in One from 2021-03-30T14:51:37

How Supply-Chain Disruptions Are Impacting Inflation from 2021-03-26T15:00:55

Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors from 2021-03-23T19:20:08

The State of U.S. Corporate Pensions from 2021-03-19T17:05:30

The Case for Investing in Black Women from 2021-03-16T21:28

Higher Rates Unlikely to Derail the US Housing Market Strength from 2021-03-12T13:55:29

How Hedge Funds are Navigating a Volatile Market from 2021-03-09T18:30:33

Markets Update: Cryptocurrency Trading from 2021-03-05T14:34:12

The Short and Long of Recent Volatility from 2021-03-03T14:00

How Healthcare CIOs Are Investing Capital Through a Public Health Crisis from 2021-03-02T13:58:39

How Small Businesses Are Faring Entering Year Two of the Pandemic from 2021-02-26T11:00

Digital Transformation and the Future of Software from 2021-02-23T14:01:27

Markets Update: Inflation and Equities from 2021-02-19T13:54:44

Big, Bold, Strategic Moves: The 2021 M&A Outlook from 2021-02-16T20:48:49

The Outlook for Airlines in 2021 from 2021-02-12T14:10:11

Markets Update: The Rise of Retail Investing from 2021-02-05T14:37:11

Special Episode: The Rise of Retail Investing and Its Impact Across Market Participants from 2021-02-04T20:03:17

The IPO SPAC-Tacle from 2021-02-02T13:45:59

Markets Update: January’s Record Inflows and Retail Trading Boom from 2021-01-29T13:17:24

France’s Economic Environment for 2021 from 2021-01-26T18:57:12

Goldman Sachs CFO Stephen Scherr on 2020 and How the Firm is Tracking Against Its Goals from 2021-01-22T18:57

Policy Outlook for the Year Ahead from 2021-01-20T14:18

Markets Update: Emerging Markets in 2021 from 2021-01-15T14:29:27

Companies Continue to Turn to SPACs for Greater Flexibility from 2021-01-12T16:21:56

Markets Update: 2021 Global Growth Outlook from 2021-01-08T21:11:46

What’s Included in the $900 Billion US Stimulus Package? from 2020-12-21T21:08:08