On the latest episode of Goldman Sachs Exchanges: Great Investors, Jeffrey Perlman, CEO of Warburg Pincus, shares insights on navigating a challenging private equity landscape, the firm's strategic focus on diversification, and where he sees the next big investment opportunities.

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How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages and structured products research in Goldman Sachs Research, discuss the risks and opportunities.

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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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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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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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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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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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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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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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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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