Exchanges

By Goldman SachsBusiness

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Typical duration
25 min
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Exchanges episodes

April 11, 2025 The recession question
Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff policies on the global economy and markets.

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34 min
April 09, 2025 Recession watch: How to hedge now
Recession fears are rising, so how can investors hedge their portfolios? Goldman Sachs Research’s Daan Struyven, Co-Head of Global Commodities Research and Head of Oil Research, joins Senior Strategist Allison Nathan to explore the strategic use of gold and oil as recession hedges.
This episode was recorded on April 8, 2025.

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12 min
April 01, 2025 Bain Capital’s David Gross on global opportunities and private equity’s evolution
In this episode of Goldman Sachs Exchanges: Great Investors, Alison Mass, chairman of investment banking in Goldman Sachs Global Banking & Markets, sits down with David Gross, co-managing partner of Bain Capital, to explore the evolving global landscape of private equity and alternative investments.

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36 min
March 25, 2025 AI Exchanges: CIO Marco Argenti on the future of AI in the workplace
How will corporations use AI – and what will the technology’s adoption ultimately mean for corporate strategy? Marco Argenti, Goldman Sachs’ chief information officer, discusses with George Lee and Allison Nathan in the second episode of this special podcast series.
This episode was recorded on March 6, 2025.

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26 min
March 21, 2025 The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class
In the latest episode of Goldman Sachs Exchanges: Great
Investors, Don Mullen, founder and CEO of Pretium, a real estate-focused
investment firm with about $57 billion in assets under management, shares his
views on the housing market, leading a firm, and his predictions about the
future of real estate as an asset class.

This episode was recorded on February 19, 2025.

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45 min
March 18, 2025 Are credit investors nervous about recession risk?
In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief Credit Strategist and Head of Credit, Mortgages and Structured Products Research, discusses with Allison Nathan.
This episode was recorded on March 14, 2025.

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16 min
March 11, 2025 How tariffs will impact the US economy
Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy.
This episode was recorded on March 10, 2025.

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20 min
March 04, 2025 Trump’s tariffs: Big talk or big action?
Trump has announced several tariffs since his inauguration, and there are signs that bigger and broader tariffs could still be ahead. Is this mostly talk, or does Trump really intend to usher in a new era for international trade? Jeff Gerrish, who served as Deputy US Trade Representative for Asia, Europe, the Middle East, and Industrial Competitiveness during Trump’s first term, discusses with Allison Nathan. This episode explores the latest Top of Mind report.
This episode was recorded on February 20 and March 3, 2025.

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18 min
February 28, 2025 Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund
Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic backdrop. For more insights from great investors, listen to previous episodes from our Great Investors series.

This episode was recorded on February 20, 2025.

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34 min
February 18, 2025 Macro questions and market strength
How are the latest government policies affecting the global economy and markets? Goldman Sachs’ Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss how tariffs, inflation, and higher yields are shaping the outlook for 2025.

This episode was recorded on February 13, 2025.

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26 min