Exchanges

Goldman Sachs

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

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632 episodes
Updated Tuesday

Episodes632

Newest first

Nov 3, 2023 · 34 min
Impactive Capital’s private equity approach to ESG-oriented activism
Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, explains why taking a collaborative, private equity approach as an ESG-oriented activist investor leads to sustainable, long-term returns. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 1, 2023 · 25 min
Is US outperformance at a turning point?
The US has had an exceptional decade. US economic growth and equities have outperformed, and the dollar’s global role remains unchallenged. But can this run continue? In this episode of Goldman Sachs Exchanges, Rebecca Patterson, former chief investment strategist at Bridgewater Associates, Jean Boivin, head of the BlackRock Investment Institute, and Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist, discuss whether the US equity outperformance of the last decade can be repeated over the next decade. This episode breaks down a topic hit on in the recent Top of Mind report. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 24, 2023 · 23 min
Unlocking the AI M&A Supercycle
The rapid rise in adoption of generative AI is spurring companies of all sizes to rethink their strategic plans for growth. Goldman Sachs Investment Banking’s Jung Min and Matt Lucas explain how gen AI is reshaping the dealmaking landscape and discuss findings from their report, “Navigating the AI Era.” Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 17, 2023 · 24 min
Commercial real estate risks
US commercial real estate has been hit by the surge in interest rates and a pullback in lending from regional banks. Scott Rechler, chairman and CEO of real estate investment firm RXR, and Stijn Van Nieuwerburgh, professor of real estate and finance at Columbia Business School, break down the risks in the commercial real estate crisis that were the topic of the recent Top of Mind report, Commercial real estate risks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 11, 2023 · 25 min
Implications of a higher-for-longer rate regime
Global bond yields have moved sharply higher in recent weeks, setting the stage for a higher-for-longer rate regime. Goldman Sachs Research’s Praveen Korapaty, chief interest rates strategist, and Global Banking & Markets’ Anshul Sehgal, co-head of US interest rate products trading, explain the implications for economic growth, investors, and markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 6, 2023 · 42 min
General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantage
General Catalyst CEO Hemant Taneja shares his insights on the venture capital landscape, society’s digital transformation, and the firm’s mission-based approach to investing in the latest episode of Goldman Sachs Exchanges: Great Investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 3, 2023 · 23 min
Why most Americans aren’t saving enough for retirement
An improving economic backdrop is helping to bolster retirement savings but Americans are facing a raft of financial challenges. A retirement plan and recent legislation can help manage the competing financial priorities and unexpected expenses that typically crowd out saving for retirement, explains Mike Moran, pension strategist in Goldman Sachs’ Asset & Wealth Management business, on Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 26, 2023 · 15 min
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 IPO market and the market dynamics for companies and investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 19, 2023 · 22 min
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 Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 15, 2023 · 15 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 12, 2023 · 25 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 11, 2023 · 40 min
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” and the Global Financial Crisis, and describes how computer models and algorithms have long played a role in Renaissance’s growth. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 7, 2023 · 23 min
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 U.S. economy, inflation, and the Fed’s path from here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 22, 2023 · 27 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 18, 2023 · 26 min
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 analyzes how streaming, artificial intelligence, and changing listener behavior are affecting the industry. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 17, 2023 · 29 min
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, the strength of the U.S. economy, and where he’s finding investment opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 15, 2023 · 22 min
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, discuss the outlook for U.S. credit markets. This episode of Goldman Sachs Exchanges is based on Goldman Sachs Research’s latest Top of Mind report. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 8, 2023 · 23 min
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 how German companies and investors are adapting to the macro and market pressures. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 1, 2023 · 25 min
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, head of European rates strategy, explain why the U.K. faces a “confluence of shocks,” why inflation is likely to remain elevated, and what the implications of the U.K.’s inflation problems may mean for yields across the Euro area and globally. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 25, 2023 · 40 min
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 Sachs Exchanges: Great Investors, Goldman Sachs’ John Storey speaks with Ellis about his perspectives on the hedge fund industry, his views on the markets and the global economy, and what’s he’s learned over his career. Learn more about your ad choices. Visit megaphone.fm/adchoices

Exchanges

Impactive Capital’s private equity approach to ESG-oriented activism

Is US outperformance at a turning point?

Unlocking the AI M&A Supercycle

Commercial real estate risks

Implications of a higher-for-longer rate regime

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

Why most Americans aren’t saving enough for retirement

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