Goldman Sachs Exchanges
466 episodes - English - Latest episode: 15 days ago - ★★★★ - 769 ratingsIn 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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Episodes
Raising Capital: How Corporate Financing Strategies Are Evolving
March 08, 2022 05:00 - 18 minutesIn the latest episode of Exchanges at Goldman Sachs, Beth Hammack, Goldman Sachs’ co-head of the Global Financing Group in the Investment Banking Division, explains how tightening financial conditions and volatile markets are affecting companies’ ability to raise capital.
What the Russia-Ukraine Conflict Means for the Global Economy and Markets
March 01, 2022 18:25 - 27 minutesIn the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Daan Struyven, senior global economist, Peter Oppenheimer, chief global equity strategist, and Kamakshya Trivedi, co-head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy Research, discuss the implications of the Russia-Ukraine conflict on global economies, equities and emerging markets.
What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
February 22, 2022 18:54 - 25 minutesIn 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, discuss how the hawkish shift in Fed policy is affecting economic growth, markets and investors.
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
February 15, 2022 05:00 - 23 minutesIn 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 supercycle and how the current geopolitical landscape is shaping commodity markets.
What’s Ahead for the Housing Market
February 08, 2022 05:00 - 23 minutesIn 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 for the housing and home building market in 2022.
Piloting Through: Why Investors Should Stay the Course
February 01, 2022 05:00 - 22 minutesIn 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, discusses the investment themes outlined in ISG’s 14th annual investment outlook and explains why investors should continue to stay invested.
Is 2022 the Endemic Year?
January 27, 2022 18:47 - 24 minutesIn 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 and Director of the Scripps Translational Science Institute, discuss the rapid spread of the Omicron variant of SARS-CoV-2 and the potential shift to an endemic phase of the pandemic in 2022.
As Rates Reprice and Stocks Sell Off, What’s Next?
January 24, 2022 20:04 - 25 minutesIn 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 and sell off in growth stocks are reshaping markets and investor strategy.
Goldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy and What to Expect in 2022
January 18, 2022 13:00 - 20 minutesIn 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 corporate activity.
Understanding the Metaverse and Web 3.0
January 11, 2022 05:00 - 16 minutesThe “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, Goldman Sachs Research's Eric Sheridan examines how the blending of elements of the physical and digital worlds via virtual reality, augmented reality, gaming and immersive online communities is contributing to the rise of a more decentralized Web 3.0.
What’s Next for M&A
January 04, 2022 05:00 - 23 minutesThe 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 mergers and acquisition business in the Investment Banking Division, explain the drivers behind the deal-making activity and the outlook for 2022.
Accelerating Transition: Market Tools for ESG
December 28, 2021 05:00 - 27 minutesIn 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 to ESG investors and how they can find and access opportunities in a Net Zero future.
Investing in Climate Change 2.0
December 21, 2021 05:00 - 30 minutesDespite 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 Governor Mark Carney to Engine No. 1’s founder Chris James debate the role—and effectiveness—of the private sector in driving change.
Redefining the Retirement Landscape
December 14, 2021 16:45 - 17 minutesRetirement 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.
Accelerating Transition: Public-Private Partnerships
December 10, 2021 16:49 - 43 minutesIn 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 partnerships will play in the drive to Net Zero.
What India’s Digital Transformation Means for Markets, Investors and Economic Growth
December 07, 2021 05:00 - 22 minutesIndia’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 are powering economic growth and markets, fueling IPOs and creating emerging investment opportunities.
Accelerating Transition: Nature Based Solutions
December 02, 2021 20:08 - 18 minutesIn 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.
What’s Ahead for Global Economies and Markets in 2022?
November 30, 2021 16:56 - 33 minutesGlobal 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 examine what’s in store for 2022. Dates Recorded: November 23rd and 29th, 2021.
Accelerating Transition: Carbonomics
November 24, 2021 05:00 - 21 minutesPart 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 moving toward a sustainable future.
Inflation: Here Today, Gone Tomorrow?
November 23, 2021 05:00 - 25 minutesAs 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, Goldman Sachs’ Allison Nathan speaks with Mohamed El-Erian, President of Queens’ College, Cambridge University, and Chief Economic Advisor at Allianz, and Jan Hatzius, Goldman Sachs’ Chief Economist and head of Goldman Sachs Research, for their views on where inflation goes from here—and what that means ...
Accelerating Transition
November 16, 2021 15:36 - 21 minutesIn 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 the private and public sectors to achieve the climate goals necessary for a sustainable future.
An Evolution in the Cybersecurity Landscape
November 10, 2021 16:35 - 23 minutesHow 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 Security Incident Response team, and Andy Boura, the Chief Information Security Officer for the Consumer Banking Business explain how cybersecurity is adapting to new threats.
Why Investors Are Shopping for Consumer Retail
November 02, 2021 04:00 - 15 minutesAmid 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 and Vishaal Rana from the Investment Banking Division’s Consumer Retail Group about why investors are enthusiastic about consumer goods and services.
Europe at a Crossroads
October 26, 2021 04:00 - 24 minutesWill 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 growth and improve investor returns in the region? In the latest episode, experts debate whether the current moment will go down as a seized—or (another) missed—opportunity for Euro area integration. Host Allison Nathan, creator and author of the Top of Mind report on which the episode is based, spe...
How Entrepreneurs Are Building Businesses, Raising Capital and Achieving ‘Unicorn’ Status
October 19, 2021 04:00 - 32 minutesFrom the 2021 Builders + Innovators Summit, Goldman Sachs’ Kim Posnett speaks with two entrepreneurs—Kate Ryder, Founder and CEO of Maven, and Kabir Shahani, CEO of Amperity—about building businesses for the long-term, raising capital in an “aggressive” fundraising environment and fostering a culture of innovation.
The Small Business Perspective: How Owners Are Dealing With Worker Shortages, Inflation and Supply Chain Delays
October 12, 2021 04:00 - 36 minutesGoldman 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 three business owners about their current experiences.
The Impact of Rising Natural Gas Prices
October 05, 2021 04:00 - 20 minutesAs 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 energy costs, inflation and economic growth.
Why Hedge Funds Are Turning to the Private Markets
September 28, 2021 04:00 - 19 minutesHedge 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 dynamics and the implications for investors.
Is China Investable?
September 21, 2021 04:00 - 35 minutesAs 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 strategist and creator of the firm’s Top of Mind report, Allison Nathan, speaks with China watchers to better understand the motivations behind the government’s actions and whether they mark a meaningful shift in the relationship between the government and the private sector in China.
What’s Behind the Record-Breaking IPO Market?
September 14, 2021 04:00 - 17 minutesGlobal 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.
Outlook for Global Growth: Less Synchronized, More Complicated
September 07, 2021 04:00 - 21 minutesGoldman Sachs’ Chief Economist Jan Hatzius describes his outlook for global growth, Fed tapering, inflation and jobs.
How Are Investors Navigating China’s Regulatory Uncertainty?
August 17, 2021 11:25 - 26 minutesGoldman 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 implications for investors.
The Delta Variant: Implications for Vaccines, Booster Shots and Economic Growth
August 10, 2021 04:00 - 26 minutesHow 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, booster shots and the economy on Exchanges at Goldman Sachs.
M&A Outlook: How Companies Are Positioning For Growth
August 03, 2021 13:07 - 23 minutesCan 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&A activity on Exchanges at Goldman Sachs.
Where Are Family Offices Seeking Higher Returns?
July 27, 2021 04:00 - 26 minutesWith 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, Widening the Aperture: Family Office Investment Insights, which draws on a cross-divisional survey of more than 150 Goldman Sachs clients around the world.
The Future of ‘Femtech’
July 20, 2021 04:00 - 26 minutesThree 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 discuss the convergence of technology and healthcare to advance women’s health.
Race to Zero: How Companies Are Deploying Decarbonization Strategies
July 13, 2021 18:21 - 29 minutesAs 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 their net-zero goals.
‘Bidenomics’: Evolution or Revolution?
July 06, 2021 14:07 - 30 minutesDoes 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 represents and the implications for the economy with David Brady, professor at the Stanford Graduate School of Business; Jason Furman, professor at the Harvard Kennedy School; and Dean Baker, co-founder of the Center for Economic Policy Research.
The Global Chip Shortage: Impact, Outlook and Recovery
June 29, 2021 10:00 - 19 minutesGoldman Sachs Research’s Toshiya Hari, Kota Yuzawa and Rod Hall discuss the impact of the global semiconductor chip shortage across industries and supply chains.
The European Recovery: Here to Stay?
June 22, 2021 11:25 - 24 minutesThe 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 Research, and Richard Privorotsky, manager of European Cash Equities trading in the Global Markets Group, on the prospects for the region’s long-term recovery and how the markets—and investors—are positioned.
From Crisis to Confidence: How Women Entrepreneurs Fared During the Pandemic
June 15, 2021 11:30 - 29 minutesHow 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 Management’s Strategic Advisory Solutions team, discuss the findings from a new report on this topic in Exchanges at Goldman Sachs.
Industrials Influx: What’s Fueling Record Activity Levels?
June 08, 2021 16:03 - 16 minutesThe 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 McClure, co-head of the Investment Banking Division’s global industrials group, explains what’s driving the activity and how clients are thinking about accessing the public markets.
Crypto: A New Asset Class?
June 01, 2021 11:16 - 26 minutesShould 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 Galaxy Digital’s Michael Novogratz, NYU’s Nouriel Roubini and Goldman Sachs’ Mathew McDermott.
What’s Ahead for Inflation?
May 25, 2021 11:14 - 21 minutesAmid 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 implications on this episode of Exchanges at Goldman Sachs.
Copper is the New Oil
May 18, 2021 10:33 - 18 minutesA 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.
Fostering Innovation Within Companies: An Inside Look at GS Accelerate
May 11, 2021 11:51 - 21 minutesHow 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 through the program, share their views on how to foster innovation.
The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts
May 04, 2021 11:56 - 20 minutesJake 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 firm in 2012.
Why Global Insurers Are Leaning Into Risk
April 27, 2021 11:37 - 10 minutesGoldman Sachs Asset Management’s annual insurance survey finds that insurers plan to increase the overall risk in their investment portfolios.
Markets Update: Emerging Markets’ Next Phase
April 23, 2021 13:44 - 6 minutesJennifer Roth of Global Markets discusses how emerging markets are faring during a continuing pandemic and a nascent economic recovery.
The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates
April 20, 2021 11:57 - 25 minutesIn 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’ efforts to create more inclusive environments.