Goldman Sachs Exchanges

By Goldman Sachs

Business

What's Goldman Sachs Exchanges about?

In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

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The IPO market’s soft opening

09.26.2023

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

Goldman Sachs Exchanges episodes:

09.26.2023 The IPO market’s soft opening Signs of life in the global IPO market are spurring investor optimism for a broader recovery. On Goldman Sachs Exchanges, David Ludwig, global head of equity capital markets at Goldman Sachs’ Global Banking & Markets, shares his outlook for the ...
09.19.2023 Tech companies are investing in growth After a period of cost cutting and layoffs — and buoyed by generative AI tailwinds — software and internet companies are starting to invest for growth, say Goldman Sachs Research’s Eric Sheridan and Kash Rangan on the latest episode of ...
09.15.2023 Emerging market equities poised to overtake developed market equities Developed market equities have long dominated global equity markets, but that’s set to change in the coming decades. Kevin Daly, co-head of CEEMEA Economics in Goldman Sachs Research, explains why EM capital markets are likely to rise significantly.
09.12.2023 How companies, private equity firms, and institutional investors are navigating the global economy Goldman Sachs’ Co-head of Global Banking & Markets Jim Esposito explains how companies and investing clients are navigating markets and the global economy in the latest episode of Goldman Sachs Exchanges.
09.11.2023 A conversation with Renaissance Technologies CEO Peter Brown In this special episode of Goldman Sachs Exchanges: Great Investors, Peter Brown, CEO of Renaissance Technologies, talks about his career and building the hedge fund company. He also recounts how the firm navigated market crises such as the “quant quake” ...
09.07.2023 The Fed is likely finished hiking rates as the US avoids recession Worries that rising inflation will force the Federal Reserve to raise interest rates later this year appear to be fading amid encouraging signs in the jobs market. Goldman Sachs Research’s Chief U.S. Economist David Mericle shares his views on the ...
08.22.2023 The economic potential of closing gender and racial gaps Goldman Sachs Research’s Sharon Bell and Gizelle George-Joseph discuss the progress, challenges, and opportunities facing women and Black Americans, respectively, and why reducing racial, gender, and economic inequities could ultimately raise global growth over the long term.
08.18.2023 The music industry’s turning point The music industry is on the verge of another major structural change, so what should listeners, artists, and industry professionals expect over the years to come? Goldman Sachs Research’s Lisa Yang discusses her latest Music in the Air report which ...
08.17.2023 BlackRock’s Rick Rieder on his career, the markets, and investing in the current environment As the Chief Investment Officer of Global Fixed Income for BlackRock, Rick Rieder and his team are responsible for about $2.4 trillion of assets. In this episode of Goldman Sachs Exchanges: Great Investors, Rieder shares his views on the markets, ...
08.15.2023 Corporate credit concerns Higher interest rates are making it more expensive for companies to borrow money. So what could that mean for the health of corporate America? Saba Capital Management’s Boaz Weinstein, founder and CIO, and Goldman Sachs’ Lotfi Karoui, chief credit strategist, ...
08.08.2023 Germany: a country at the crossroads Germany slipped into a technical recession earlier this year as the country struggles with a weaker manufacturing sector, high inflation and a war on its doorsteps. In this episode, Wolfgang Fink, CEO of Goldman Sachs for Germany and Austria, explains ...
08.01.2023 Why the U.K.’s high inflation has global implications More than any other advanced economy, the U.K. has been squeezed by sharply higher prices, but new data shows that inflation may be starting to fall. In this episode, Goldman Sachs Research’s Jari Stehn, chief European economist, and George Cole, ...
07.25.2023 Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership Since Luke Ellis took the helm as CEO of Man Group, a global active investment management firm with a significant hedge fund offering, the firm’s assets under management have almost doubled to around $145 billion. In this episode of Goldman ...
07.21.2023 What’s next for China’s economy? China's emergence from Covid lockdowns was expected to boost the global economy. But a string of disappointing data is giving investors, policymakers and market watchers a new reason to worry. Goldman Sachs Research’s Hui Shan, chief China economist, explains the ...
07.18.2023 Generative AI: hype, or truly transformative? Investor interest in generative AI technology has surged. But is the hype and market pricing around the technology warranted? In this episode of Goldman Sachs Exchanges, Conviction’s Sarah Guo, NYU’s Gary Marcus and Goldman Sachs Research’s Kash Rangan and Eric ...
07.11.2023 Why 'everything aligns' for Japanese stocks Goldman Sachs Research’s Bruce Kirk, chief Japan equity strategist, explains the drivers behind the rally in Japan’s equity market and the state of the country’s economy.
07.03.2023 Why global equities are poised for “fat and flat” returns Global equity markets have performed relatively well in the first half of the year, but can this performance last? Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist and head of macro research in Europe, explains why equity returns are ...
06.28.2023 What’s ahead for the U.S. economy? The U.S. economy has shown signs of surprising resilience this year, despite concerns over inflation, recession and the Fed’s path from here. In the latest episode of Goldman Sachs Exchanges, David Mericle, chief U.S. economist in Goldman Sachs Research, explains ...
06.20.2023 GQG’s Rajiv Jain on bold moves, growth of capital and global markets Since GQG Partners’ Chairman and CIO Rajiv Jain co-founded the global boutique asset management firm in 2016, the company has grown to more than $100 billion in assets under management. In this episode of Goldman Sachs Exchanges: Great Investors, Jain ...
06.16.2023 The Markets: What the Fed’s hawkish pause means for markets Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current economic climate, Jonathan Fine, head of Investment Grade Syndicate in the Americas in Goldman Sachs' Global Banking & Markets, joins ...
06.13.2023 An inside look at family offices’ investing strategies Family offices have long managed the financial affairs of the world's wealthiest families. In this episode, Meena Flynn and Sara Naison-Tarajano from Goldman Sachs’ Asset & Wealth Management business, and Ken Hirsch and Tony Pasquariello from Global Banking & Markets, ...
06.09.2023 The Markets: Why the AI-driven tech rally has legs Investor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? In this week’s Markets podcast from Goldman Sachs Exchanges, Sung Cho, co-head of Tech Investing for Fundamental Equity in Goldman Sachs Asset Management, ...
06.06.2023 How countries and companies are reshaping their supply chains How are countries and companies reshaping their supply chains for a new era of global trade? In this episode, Andrew Tilton, chief Asia Pacific economist in Goldman Sachs Research, Luke Barrs from the Fundamental Equity business in Asset Management, and ...
06.02.2023 The Markets: What’s next for U.S. Treasuries Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying trends in U.S. equity performance this year, Beth Hammack, co-head of the Global Financing Group in Goldman Sachs’ Global Banking & Markets, ...
05.30.2023 Daunting debt limit dynamics In this episode, Stephen Kaplan, associate professor at George Washington University, Alec Phillips, Goldman Sachs Research’s chief political economist, and David Beers, former head of sovereign credit ratings at S&P, who oversaw the rating agency’s U.S. credit rating downgrade in ...
05.26.2023 The Markets: Are markets pricing in the potential of a default? Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very different ways, explains Candice Tse, a managing director in Goldman Sachs Asset Management, on The Markets podcast.
05.25.2023 Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains Oil and commodity prices have fallen this year amid unprecedented declines in inventories. But this “great de-stocking” could also pave the way for strong gains if the economy avoids a recession given solid fundamentals and overall demand, explains Jeff Currie, ...
05.19.2023 The Markets: Why European stocks are beating US equities Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, joins our latest episode of ...
05.16.2023 Investing during times of market stress In this episode, Goldman Sachs Research’s Christian Mueller-Glissmann, who heads asset allocation research within portfolio strategy, explains how recent market stresses are affecting portfolio diversification strategies.
05.12.2023 The Markets: Pricing in the probability of a recession Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs ...
05.11.2023 Breaking Free: The rise of corporate separations In an environment where merger and acquisition activity is still relatively subdued, companies are turning to spinoffs, sales and divestitures. But what factors are driving this trend? In this episode, Goldman Sachs' David Dubner, global head of M&A structuring within ...
05.09.2023 U.S.-China: more decoupling ahead? Geopolitical tensions between the U.S. and China have been running high for some time, but are escalating as President Biden prepares to unveil further curbs on U.S. investment to China ahead of this month’s G7 Summit. In this episode, which ...
05.05.2023 The Markets: Fed rate hikes, banking stress & debt limit concerns Explaining the takeaways from this week’s Fed decision, recent banking sector stress and debt limit concerns, Ashish Shah, chief investment officer of Public Investing in Asset & Wealth Management, joins our latest episode of The Markets, a new weekly podcast ...
05.04.2023 Is big tech back? After a sharply disappointing performance in 2022, tech stocks are roaring back. But is the latest revival just a short-term blip? Or is there a new growth phase ahead for the tech sector? In this episode, Ben Snider, a senior ...
05.02.2023 What happens if the U.S. government can’t pay its bills? The debate over the U.S. debt ceiling is quickly heating up. If the debt limit is not lifted before the deadline, what does this mean for markets and the economy? In this episode, Goldman Sachs Research’s Alec Phillips, chief U.S. ...
04.28.2023 The Markets: Volatility, Earnings, and European Equities Discussing US equity volatility hitting a low, the takeaways from US and European earnings, and what to expect in next week’s Fed and ECB meetings, Sharon Bell, Goldman Sachs Research’s senior strategist on the European Portfolio Strategy team, joins our ...
04.27.2023 Navigating the trillion dollar path to a more sustainable economy The path to net zero has never been more complicated as businesses and governments look to balance short-term energy demands with long-term sustainability goals. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Michele Della Vigna, head ...
04.25.2023 How Porsche CEO Oliver Blume is driving innovation The initial public offering of luxury car manufacturer Porsche last fall was a bright spot in an otherwise difficult equity market. So how has the automaker navigated the macro challenges and what are the implications for the sector more broadly? ...
04.21.2023 The Markets: A ‘bulletproof’ stock market? Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquariello, global head of hedge fund coverage for Global Banking & Markets, joins the inaugural episode of The Markets, a new weekly podcast from Goldman Sachs ...
04.18.2023 Navigating the ‘perfect storm’ in commercial real estate The recent stress in the banking sector appears to have abated but there are knock-on effects that are pressuring a key corner of the economy: commercial real estate. So could commercial real estate be the next possible crisis? In the ...
04.14.2023 What’s on the minds of the world’s largest investors? As one of the largest investors in the world, insurers represent about $30 trillion in assets — which means their investment decisions can have an outsized impact on markets and investment flows. So in a volatile market and uncertain economic ...
04.11.2023 All about bank(panic)s and the implications for policy The recent banking turmoil in the U.S. and Europe triggered by the failure of Silicon Valley Bank — the largest bank failure since the 2008 financial crisis — seems to have abated, but questions remain about whether banking stress could ...
04.06.2023 How Europe’s tech startups are continuing to innovate in the current market From artificial intelligence and machine learning, to virtual reality and wearable technology, disruptive tech has been at the forefront of markets and investors’ minds. So how are investors and tech founders alike approaching trends in technological innovation during a time ...
04.04.2023 What’s driving the surge in shareholder activism activity? Even the world's largest companies aren't immune to activist investors. With the management teams of large-cap companies attracting the attention of activism campaigns, what are the implications for corporate strategy and shareholders? In the latest episode of Exchanges at Goldman ...
03.31.2023 Bain Capital’s Stephen Pagliuca on private equity and the Boston Celtics In this episode of Exchanges at Goldman Sachs: Great Investors, Stephen Pagliuca, senior advisor at Bain Capital, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his career in private equity at Bain Capital, his views on the ...
03.28.2023 Navigating the new geopolitical and technology landscape In an era of geopolitical instability and economic uncertainty, what are the implications for companies and investors? In the latest episode of Exchanges at Goldman Sachs, George Lee and Jared Cohen, the co-heads of Goldman Sachs’ newly created Office of ...
03.22.2023 What the banking turmoil means for investors’ portfolios Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through markets and the economy. With First Republic Bank and Credit Suisse making headlines, policymakers are examining what they can do ...
03.15.2023 The impact of bank failures on markets and the economy The collapse of Silicon Valley Bank and Signature Bank has sparked broader concerns about the health of the banking industry. So what is the significance of these events? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s ...
03.07.2023 How much higher can bond yields go? Stronger economic data has recently raised concerns that inflation is likely to remain stickier than expected. In the latest episode of Exchanges at Goldman Sachs, Rick Rieder, chief investment officer of Global Fixed Income at BlackRock, and Praveen Korapaty, chief ...
03.03.2023 How 3 retail CEOs are navigating today’s economic landscape How are retailers navigating an environment of slowing consumer demand, high interest rates and rising prices? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Vishaal Rana, is joined by AutoZone Chairman, CEO and President William C. Rhodes ...

Older episodes

Goldman Sachs Exchanges

What's Goldman Sachs Exchanges about?

Download our free app to listen on your phone

Goldman Sachs Exchanges episodes:

The IPO market’s soft opening

Tech companies are investing in growth

Emerging market equities poised to overtake developed market equities

How companies, private equity firms, and institutional investors are navigating the global economy

A conversation with Renaissance Technologies CEO Peter Brown

The Fed is likely finished hiking rates as the US avoids recession

The economic potential of closing gender and racial gaps

The music industry’s turning point

BlackRock’s Rick Rieder on his career, the markets, and investing in the current environment

Corporate credit concerns

Germany: a country at the crossroads

Why the U.K.’s high inflation has global implications

Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership

What’s next for China’s economy?

Generative AI: hype, or truly transformative?

Why 'everything aligns' for Japanese stocks

Why global equities are poised for “fat and flat” returns

What’s ahead for the U.S. economy?

GQG’s Rajiv Jain on bold moves, growth of capital and global markets

The Markets: What the Fed’s hawkish pause means for markets

An inside look at family offices’ investing strategies

The Markets: Why the AI-driven tech rally has legs

How countries and companies are reshaping their supply chains

The Markets: What’s next for U.S. Treasuries

Daunting debt limit dynamics

The Markets: Are markets pricing in the potential of a default?

Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains

The Markets: Why European stocks are beating US equities

Investing during times of market stress

The Markets: Pricing in the probability of a recession

Breaking Free: The rise of corporate separations

U.S.-China: more decoupling ahead?

The Markets: Fed rate hikes, banking stress & debt limit concerns

Is big tech back?

What happens if the U.S. government can’t pay its bills?

The Markets: Volatility, Earnings, and European Equities

Navigating the trillion dollar path to a more sustainable economy

How Porsche CEO Oliver Blume is driving innovation

The Markets: A ‘bulletproof’ stock market?

Navigating the ‘perfect storm’ in commercial real estate

What’s on the minds of the world’s largest investors?

All about bank(panic)s and the implications for policy

How Europe’s tech startups are continuing to innovate in the current market

What’s driving the surge in shareholder activism activity?

Bain Capital’s Stephen Pagliuca on private equity and the Boston Celtics

Navigating the new geopolitical and technology landscape

What the banking turmoil means for investors’ portfolios

The impact of bank failures on markets and the economy

How much higher can bond yields go?

How 3 retail CEOs are navigating today’s economic landscape

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